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

Kingsview 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	$316K	Buy	5,878 +200	+4%	+$10.7K	﹤0.01%	1162
2026 Q1	$282K	Buy	5,678 +235	+4%	+$11.7K	﹤0.01%	1112
2025 Q4	$254K	Buy	5,443 +350	+7%	+$16.2K	﹤0.01%	1080
2025 Q3	$234K	Hold	5,093	–	–	﹤0.01%	1071
2025 Q2	$231K	Buy	5,093 +200	+4%	+$8.61K	﹤0.01%	1049
2025 Q1	$206K	Buy	+4,893	New	+$204K	﹤0.01%	1033
2022 Q2	–	Sell	-5,736	Closed	-$251K	–	826
2022 Q1	$251K	Sell	5,736 -2,138	-27%	-$95K	0.01%	751
2021 Q4	$341K	Sell	7,874 -2,307	-23%	-$100K	0.01%	682
2021 Q3	$444K	Buy	10,181 +233	+2%	+$10.4K	0.02%	578
2021 Q2	$453K	Buy	9,948 +3,545	+55%	+$162K	0.02%	586
2021 Q1	$283K	Buy	+6,403	New	+$275K	0.02%	663

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 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Kingsview Wealth Management's DEM Position: Q2 2026 in Review

Kingsview Wealth Management increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 3.5% in Q2 2026, buying an estimated $10.7K and bringing the position to 5,878 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Kingsview Wealth Management first reported a position in DEM in Q1 2021 and has held it in 11 quarters since. The position peaked at $453K in Q2 2021. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Kingsview Wealth Management held 5,878 shares of WisdomTree Emerging Markets High Dividend Fund worth $316K as of Q2 2026.
Kingsview Wealth Management bought 200 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $10.7K.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1162 holding.
Kingsview Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2021 and has held it in 11 quarters since.
Kingsview Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $453K in Q2 2021.
370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.