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

IFG 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 Q3	$455K	Sell	8,219 -240	-3%	-$13.2K	0.02%	644
2026 Q2	$455K	Buy	+8,459	New	+$452K	0.02%	639
2026 Q1	–	Sell	-7,586	Closed	-$354K	–	443
2025 Q4	$354K	Buy	7,586 +12	+0.2%	+$555	0.02%	594
2025 Q3	$348K	Buy	7,574 +251	+3%	+$11.6K	0.02%	592
2025 Q2	$332K	Buy	7,323 +124	+2%	+$5.34K	0.02%	579
2025 Q1	$303K	Sell	7,199 -178	-2%	-$7.42K	0.02%	561
2024 Q4	$299K	Buy	+7,377	New	+$312K	0.02%	539
2024 Q3	–	Sell	-6,538	Closed	-$283K	–	434
2024 Q2	$283K	Buy	+6,538	New	+$281K	0.02%	524
2023 Q4	–	Sell	-7,459	Closed	-$280K	–	581
2023 Q3	$280K	Buy	+7,459	New	+$290K	0.02%	453
2022 Q4	–	Sell	-8,075	Closed	-$262K	–	498
2022 Q3	$262K	Sell	8,075 -225	-3%	-$8.15K	0.02%	441
2022 Q2	$307K	Buy	8,300 +384	+5%	+$15.6K	0.03%	373
2022 Q1	$346K	Buy	7,916 +156	+2%	+$6.93K	0.03%	372
2021 Q4	$336K	Sell	7,760 -203	-3%	-$8.84K	0.03%	386
2021 Q3	$347K	Buy	7,963 +86	+1%	+$3.86K	0.04%	367
2021 Q2	$359K	Buy	7,877 +3	+0%	+$137	0.04%	358
2021 Q1	$349K	Sell	7,874 -122	-2%	-$5.25K	0.04%	367
2020 Q4	$328K	Buy	7,996 +306	+4%	+$11.7K	0.05%	337
2020 Q3	$271K	Buy	7,690 +794	+12%	+$29.7K	0.04%	340
2020 Q2	$249K	Buy	6,896 +518	+8%	+$18.2K	0.04%	339
2020 Q1	$205K	Sell	6,378 -863	-12%	-$35K	0.05%	333
2019 Q4	$331K	Buy	7,241 +1,614	+29%	+$70.1K	0.06%	298
2019 Q3	$232K	Sell	5,627 -13,119	-70%	-$561K	0.05%	359
2019 Q2	$868K	Buy	18,746 +147	+0.8%	+$6.44K	0.15%	136
2019 Q1	$857K	Buy	+18,599	New	+$804K	0.16%	133

Other funds holding DEM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

IFG Advisory's DEM Position: Q3 2026 in Review

IFG Advisory reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 2.8% in Q3 2026, selling an estimated $13.2K and leaving 8,219 shares worth $455K. The position accounts for 0.02% of the portfolio, ranked #644.

IFG Advisory first reported a position in DEM in Q1 2019 and has held it in 24 quarters since. The position peaked at $868K in Q2 2019. 229 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

IFG Advisory held 8,219 shares of WisdomTree Emerging Markets High Dividend Fund worth $455K as of Q3 2026.
IFG Advisory sold 240 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2026, an estimated $13.2K.
WisdomTree Emerging Markets High Dividend Fund made up 0.02% of IFG Advisory's portfolio in Q3 2026, its #644 holding.
IFG Advisory first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2019 and has held it in 24 quarters since.
IFG Advisory's WisdomTree Emerging Markets High Dividend Fund position peaked at $868K in Q2 2019.
229 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.