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Key Financial Inc’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Key Financial Inc’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 		$501K Sell
9,305
-46
-0.5% -$2.46K 0.08% 187
2026
Q1 		$465K Buy
9,351
+2
+0% +$99 0.08% 189
2025
Q4 		$437K Sell
9,349
-31
-0.3% -$1.44K 0.08% 192
2025
Q3 		$431K Buy
9,380
+90
+1% +$4.16K 0.08% 188
2025
Q2 		$421K Buy
9,290
+3
+0% +$129 0.08% 183
2025
Q1 		$391K Sell
9,287
-70
-0.7% -$2.92K 0.09% 182
2024
Q4 		$379K Buy
9,357
+3,701
+65% +$156K 0.09% 178
2024
Q3 		$249K Buy
5,656
+7
+0.1% +$303 0.06% 227
2024
Q2 		$245K Buy
5,649
+4
+0.1% +$172 0.06% 214
2024
Q1 		$236K Buy
5,645
+544
+11% +$22.2K 0.06% 212
2023
Q4 		$208K Buy
5,101
+2
+0% +$77 0.06% 221
2023
Q3 		$191K Buy
5,099
+8
+0.2% +$311 0.06% 212
2023
Q2 		$195K Buy
5,091
+4
+0.1% +$154 0.06% 212
2023
Q1 		$193K Buy
5,087
+4,004
+370% +$151K 0.07% 203
2022
Q4 		$35.2K Hold
1,083
– – 0.02% 413
2022
Q3 		$35K Buy
1,083
+11
+1% +$398 0.02% 417
2022
Q2 		$39K Buy
1,072
+7
+0.7% +$285 0.02% 403
2022
Q1 		$47K Buy
1,065
+4
+0.4% +$178 0.02% 369
2021
Q4 		$46K Buy
1,061
+5
+0.5% +$218 0.02% 359
2021
Q3 		$46K Buy
1,056
+100
+10% +$4.48K 0.03% 349
2021
Q2 		$43K Buy
956
+3
+0.3% +$137 0.02% 367
2021
Q1 		$42K Hold
953
– – 0.03% 304
2020
Q4 		$39K Buy
+953
New +$36.5K 0.03% 281
2020
Q2 		– Sell
-942
Closed -$30K – 207
2020
Q1 		$30K Buy
+942
New +$38.2K 0.03% 279

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Key Financial Inc's DEM Position: Q2 2026 in Review

Key Financial Inc reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 0.49% in Q2 2026, selling an estimated $2.46K and leaving 9,305 shares worth $501K. The position accounts for 0.08% of the portfolio, ranked #187.

Key Financial Inc first reported a position in DEM in Q1 2020 and has held it in 24 quarters since. 371 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • Key Financial Inc held 9,305 shares of WisdomTree Emerging Markets High Dividend Fund worth $501K as of Q2 2026.
  • Key Financial Inc sold 46 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $2.46K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.08% of Key Financial Inc's portfolio in Q2 2026, its #187 holding.
  • Key Financial Inc first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2020 and has held it in 24 quarters since.
  • 371 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.