Invested Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Invested Advisors’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	$397K	Sell	7,372 -2,128	-22%	-$114K	0.35%	78
2026 Q1	$472K	Sell	9,500 -43	-0.5%	-$2.13K	0.48%	56
2025 Q4	$446K	Buy	+9,543	New	+$442K	0.46%	62

Other funds holding DEM

KIM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Invested Advisors's DEM Position: Q2 2026 in Review

Invested Advisors reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 22% in Q2 2026, selling an estimated $114K and leaving 7,372 shares worth $397K. The position accounts for 0.35% of the portfolio, ranked #78.

Invested Advisors first reported a position in DEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $472K in Q1 2026. 203 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Invested Advisors held 7,372 shares of WisdomTree Emerging Markets High Dividend Fund worth $397K as of Q2 2026.
Invested Advisors sold 2,128 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $114K.
WisdomTree Emerging Markets High Dividend Fund made up 0.35% of Invested Advisors's portfolio in Q2 2026, its #78 holding.
Invested Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2025 and has held it in 3 quarters since.
Invested Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $472K in Q1 2026.
203 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.