Institute for Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Institute for Wealth Management’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	$27.2K	Buy	+505	New	+$27K	﹤0.01%	1041
2020 Q1	–	Sell	-807	Closed	-$37K	–	426
2019 Q4	$37K	Buy	+807	New	+$35.1K	0.01%	526

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

Institute for Wealth Management's DEM Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2026: 505 shares worth $27.2K. The stake represents ﹤0.01% of the portfolio and ranks #1041 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in DEM as recently as Q4 2019.

Institute for Wealth Management first reported a position in DEM in Q4 2019 and has held it in 2 quarters since. The position peaked at $37K in Q4 2019. 371 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Institute for Wealth Management held 505 shares of WisdomTree Emerging Markets High Dividend Fund worth $27.2K as of Q2 2026.
WisdomTree Emerging Markets High Dividend Fund was a new Institute for Wealth Management position in Q2 2026.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1041 holding.
Institute for Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2019 and has held it in 2 quarters since.
Institute for Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $37K in Q4 2019.
371 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.