Keating Financial Advisory Services’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Keating Financial Advisory Services’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	$6.02K	Hold	112	–	–	﹤0.01%	1458
2026 Q1	$5.57K	Hold	112	–	–	﹤0.01%	1392
2025 Q4	$5.23K	Buy	+112	New	+$5.18K	﹤0.01%	1268

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

Keating Financial Advisory Services's DEM Position: Q2 2026 in Review

Keating Financial Advisory Services held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q2 2026 at 112 shares worth $6.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

Keating Financial Advisory Services first reported a position in DEM in Q4 2025 and has held it in 3 quarters since. 371 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Keating Financial Advisory Services held 112 shares of WisdomTree Emerging Markets High Dividend Fund worth $6.02K as of Q2 2026.
Keating Financial Advisory Services 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 Keating Financial Advisory Services's portfolio in Q2 2026, its #1458 holding.
Keating Financial Advisory Services first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2025 and has held it in 3 quarters since.
371 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.