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

Krilogy Financial’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	$558K	Buy	10,754 +49	+0.5%	+$2.43K	0.02%	548
2025 Q4	$532K	Buy	10,705 +102	+1%	+$4.72K	0.02%	537
2025 Q3	$491K	Buy	+10,603	New	+$490K	0.02%	531
2018 Q4	–	Sell	-577	Closed	-$25K	–	257
2018 Q3	$25K	Buy	+577	New	+$25.1K	0.01%	394
2018 Q2	–	Sell	-563	Closed	-$27K	–	268
2018 Q1	$27K	Hold	563	–	–	0.01%	405
2017 Q4	$26K	Buy	563 +2	+0.4%	+$87	0.01%	406
2017 Q3	$24K	Sell	561 -27	-5%	-$1.16K	0.01%	455
2017 Q2	$24K	Sell	588 -693	-54%	-$28.4K	0.01%	417
2017 Q1	$48K	Hold	1,281	–	–	0.01%	290
2016 Q4	$48K	Sell	1,281 -1,543	-55%	-$57.6K	0.01%	290
2016 Q3	$106K	Buy	2,824 +45	+2%	+$1.7K	0.03%	200
2016 Q2	$98K	Buy	2,779 +17	+0.6%	+$588	0.03%	203
2016 Q1	$96K	Hold	2,762	–	–	0.04%	182
2015 Q4	$87K	Sell	2,762 -282	-9%	-$9.68K	0.08%	96
2015 Q3	$102K	Buy	+3,044	New	+$115K	0.05%	133

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

Krilogy Financial's DEM Position: Q1 2026 in Review

Krilogy Financial increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 0.46% in Q1 2026, buying an estimated $2.43K and bringing the position to 10,754 shares worth $558K. The position accounts for 0.02% of the portfolio, ranked #548.

Krilogy Financial first reported a position in DEM in Q3 2015 and has held it in 15 quarters since. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

Krilogy Financial held 10,754 shares of WisdomTree Emerging Markets High Dividend Fund worth $558K as of Q1 2026.
Krilogy Financial bought 49 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2026, an estimated $2.43K.
WisdomTree Emerging Markets High Dividend Fund made up 0.02% of Krilogy Financial's portfolio in Q1 2026, its #548 holding.
Krilogy Financial first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2015 and has held it in 15 quarters since.
351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.