Independent Advisor Alliance’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Independent Advisor Alliance’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	$1.38M	Sell	25,615 -6,454	-20%	-$345K	0.03%	373
2026 Q1	$1.59M	Buy	32,069 +7,486	+30%	+$371K	0.02%	631
2025 Q4	$1.15M	Sell	24,583 -2,521	-9%	-$117K	0.03%	431
2025 Q3	$1.25M	Buy	27,104 +3,974	+17%	+$184K	0.03%	392
2025 Q2	$1.05M	Buy	+23,130	New	+$995K	0.03%	411
2020 Q1	–	Sell	-6,048	Closed	-$277K	–	489
2019 Q4	$277K	Buy	+6,048	New	+$263K	0.01%	707
2018 Q2	–	Sell	-4,669	Closed	-$203K	–	365
2018 Q1	$203K	Buy	+4,669	New	+$223K	0.05%	313

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

Independent Advisor Alliance's DEM Position: Q2 2026 in Review

Independent Advisor Alliance reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 20% in Q2 2026, selling an estimated $345K and leaving 25,615 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #373.

Independent Advisor Alliance first reported a position in DEM in Q1 2018 and has held it in 7 quarters since. The position peaked at $1.59M in Q1 2026. 371 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Independent Advisor Alliance held 25,615 shares of WisdomTree Emerging Markets High Dividend Fund worth $1.38M as of Q2 2026.
Independent Advisor Alliance sold 6,454 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $345K.
WisdomTree Emerging Markets High Dividend Fund made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #373 holding.
Independent Advisor Alliance first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2018 and has held it in 7 quarters since.
Independent Advisor Alliance's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.59M in Q1 2026.
371 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.