Harbor Investment Advisory’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Harbor Investment Advisory’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	$17.2K	Hold	321	–	–	﹤0.01%	971
2026 Q1	$15.9K	Hold	321	–	–	﹤0.01%	824
2025 Q4	$15K	Buy	321 +258	+410%	+$11.9K	﹤0.01%	869
2025 Q3	$2.87K	Hold	63	–	–	﹤0.01%	1070
2025 Q2	$2.83K	Hold	63	–	–	﹤0.01%	1057
2025 Q1	$2.63K	Hold	63	–	–	﹤0.01%	1053
2024 Q4	$2.53K	Buy	+63	New	+$2.66K	﹤0.01%	1041
2021 Q2	–	Sell	-135	Closed	-$6K	–	1264
2021 Q1	$6K	Hold	135	–	–	﹤0.01%	1052
2020 Q4	$6K	Buy	+135	New	+$5.17K	﹤0.01%	994

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

Harbor Investment Advisory's DEM Position: Q2 2026 in Review

Harbor Investment Advisory held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q2 2026 at 321 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Harbor Investment Advisory first reported a position in DEM in Q4 2020 and has held it in 9 quarters since. 371 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Harbor Investment Advisory held 321 shares of WisdomTree Emerging Markets High Dividend Fund worth $17.2K as of Q2 2026.
Harbor Investment Advisory left its WisdomTree Emerging Markets High Dividend Fund share count unchanged in Q2 2026.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #971 holding.
Harbor Investment Advisory first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2020 and has held it in 9 quarters since.
371 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.