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

Kondo Wealth 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 Q3	$356K	Buy	6,443 +78	+1%	+$4.28K	0.12%	56
2026 Q2	$342K	Sell	6,365 -27	-0.4%	-$1.44K	0.11%	57
2026 Q1	$318K	Sell	6,392 -36	-0.6%	-$1.78K	0.12%	57
2025 Q4	$300K	Sell	6,428 -438	-6%	-$20.3K	0.11%	56
2025 Q3	$316K	Sell	6,866 -33	-0.5%	-$1.52K	0.13%	55
2025 Q2	$314K	Buy	6,899 +11	+0.2%	+$473	0.14%	54
2025 Q1	$290K	Buy	6,888 +101	+1%	+$4.21K	0.14%	49
2024 Q4	$275K	Buy	+6,787	New	+$287K	0.14%	52

Other funds holding DEM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Kondo Wealth Advisors's DEM Position: Q3 2026 in Review

Kondo Wealth Advisors increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 1.2% in Q3 2026, buying an estimated $4.28K and bringing the position to 6,443 shares worth $356K. The position accounts for 0.12% of the portfolio, ranked #56.

Kondo Wealth Advisors first reported a position in DEM in Q4 2024 and has held it in 8 quarters since. 333 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

Kondo Wealth Advisors held 6,443 shares of WisdomTree Emerging Markets High Dividend Fund worth $356K as of Q3 2026.
Kondo Wealth Advisors bought 78 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2026, an estimated $4.28K.
WisdomTree Emerging Markets High Dividend Fund made up 0.12% of Kondo Wealth Advisors's portfolio in Q3 2026, its #56 holding.
Kondo Wealth Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2024 and has held it in 8 quarters since.
333 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on Kondo Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.