Great Valley Advisor Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Great Valley Advisor Group’s Portfolio DEM Stock Details DEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$533K	Buy	9,904 +2,627	+36%	+$140K	0.01%	708
2026 Q1	$362K	Sell	7,277 -407	-5%	-$20.2K	0.01%	765
2025 Q4	$359K	Buy	7,684 +132	+2%	+$6.11K	0.01%	727
2025 Q3	$347K	Buy	7,552 +56	+0.7%	+$2.59K	0.01%	728
2025 Q2	$340K	Buy	+7,496	New	+$323K	0.01%	714

Other funds holding DEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Great Valley Advisor Group's DEM Position: Q2 2026 in Review

Great Valley Advisor Group increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 36% in Q2 2026, buying an estimated $140K and bringing the position to 9,904 shares worth $533K. The position accounts for 0.01% of the portfolio, ranked #708.

Great Valley Advisor Group first reported a position in DEM in Q2 2025 and has held it in 5 quarters since. 371 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Great Valley Advisor Group held 9,904 shares of WisdomTree Emerging Markets High Dividend Fund worth $533K as of Q2 2026.
Great Valley Advisor Group bought 2,627 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $140K.
WisdomTree Emerging Markets High Dividend Fund made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #708 holding.
Great Valley Advisor Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2025 and has held it in 5 quarters since.
371 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.