Kestra Private Wealth Services’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Kestra Private Wealth 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 Q1	$923K	Buy	18,581 +1,780	+11%	+$88.3K	0.01%	873
2025 Q4	$785K	Buy	16,801 +1,279	+8%	+$59.2K	0.01%	917
2025 Q3	$714K	Buy	15,522 +1,248	+9%	+$57.7K	0.01%	926
2025 Q2	$646K	Buy	14,274 +1,571	+12%	+$67.6K	0.01%	923
2025 Q1	$535K	Buy	12,703 +982	+8%	+$40.9K	0.01%	928
2024 Q4	$475K	Buy	11,721 +5,973	+104%	+$252K	0.01%	940
2024 Q3	$253K	Sell	5,748 -1,843	-24%	-$79.9K	﹤0.01%	1158
2024 Q2	$329K	Sell	7,591 -903	-11%	-$38.8K	0.01%	1010
2024 Q1	$355K	Buy	+8,494	New	+$346K	0.01%	942

Other funds holding DEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Kestra Private Wealth Services's DEM Position: Q1 2026 in Review

Kestra Private Wealth Services increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 11% in Q1 2026, buying an estimated $88.3K and bringing the position to 18,581 shares worth $923K. The position accounts for 0.01% of the portfolio, ranked #873.

Kestra Private Wealth Services first reported a position in DEM in Q1 2024 and has held it in 9 quarters since. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

Kestra Private Wealth Services held 18,581 shares of WisdomTree Emerging Markets High Dividend Fund worth $923K as of Q1 2026.
Kestra Private Wealth Services bought 1,780 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2026, an estimated $88.3K.
WisdomTree Emerging Markets High Dividend Fund made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #873 holding.
Kestra Private Wealth Services first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2024 and has held it in 9 quarters since.
351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.