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 Q3	$612K	Buy	11,025 +134	+1%	+$7.35K	0.02%	597
2026 Q2	$586K	Buy	10,891 +137	+1%	+$7.32K	0.02%	578
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%	-$9.7K	0.08%	96
2015 Q3	$102K	Buy	+3,044	New	+$115K	0.05%	133

Other funds holding DEM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Old Port Advisors Portland, Maine $500M AUM 40.17% 1-Year Est. Return

Good Harbor Advisors Gloucester, Massachusetts $107M AUM 11.17% 1-Year Est. Return

Krilogy Financial's DEM Position: Q3 2026 in Review

Krilogy Financial increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 1.2% in Q3 2026, buying an estimated $7.35K and bringing the position to 11,025 shares worth $612K. The position accounts for 0.02% of the portfolio, ranked #597.

Krilogy Financial first reported a position in DEM in Q3 2015 and has held it in 17 quarters since. 101 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

Krilogy Financial held 11,025 shares of WisdomTree Emerging Markets High Dividend Fund worth $612K as of Q3 2026.
Krilogy Financial bought 134 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2026, an estimated $7.35K.
WisdomTree Emerging Markets High Dividend Fund made up 0.02% of Krilogy Financial's portfolio in Q3 2026, its #597 holding.
Krilogy Financial first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2015 and has held it in 17 quarters since.
101 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.