L.J. Altfest & Co
DEM icon

L.J. Altfest & Co’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

L.J. Altfest & Co’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 		$661K Buy
11,945
+274
+2% +$15K 0.07% 187
2026
Q2 		$628K Buy
11,671
+290
+3% +$15.5K 0.06% 194
2026
Q1 		$566K Buy
11,381
+152
+1% +$7.54K 0.06% 212
2025
Q4 		$524K Sell
11,229
-23
-0.2% -$1.06K 0.06% 219
2025
Q3 		$517K Buy
11,252
+29
+0.3% +$1.34K 0.06% 227
2025
Q2 		$508K Sell
11,223
-326
-3% -$14K 0.06% 213
2025
Q1 		$486K Buy
11,549
+561
+5% +$23.4K 0.06% 224
2024
Q4 		$445K Buy
10,988
+164
+2% +$6.93K 0.06% 230
2024
Q3 		$476K Sell
10,824
-522
-5% -$22.6K 0.06% 215
2024
Q2 		$491K Sell
11,346
-1,105
-9% -$47.5K 0.07% 199
2024
Q1 		$521K Sell
12,451
-62
-0.5% -$2.53K 0.07% 187
2023
Q4 		$509K Sell
12,513
-101
-0.8% -$3.87K 0.07% 182
2023
Q3 		$473K Sell
12,614
-63
-0.5% -$2.45K 0.07% 189
2023
Q2 		$485K Buy
12,677
+313
+3% +$12K 0.07% 182
2023
Q1 		$468K Sell
12,364
-308
-2% -$11.6K 0.07% 176
2022
Q4 		$452K Buy
+12,672
New +$440K 0.07% 169

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

L.J. Altfest & Co's DEM Position: Q3 2026 in Review

L.J. Altfest & Co increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 2.3% in Q3 2026, buying an estimated $15K and bringing the position to 11,945 shares worth $661K. The position accounts for 0.07% of the portfolio, ranked #187.

L.J. Altfest & Co first reported a position in DEM in Q4 2022 and has held it in 16 quarters since. 333 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

  • L.J. Altfest & Co held 11,945 shares of WisdomTree Emerging Markets High Dividend Fund worth $661K as of Q3 2026.
  • L.J. Altfest & Co bought 274 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2026, an estimated $15K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.07% of L.J. Altfest & Co's portfolio in Q3 2026, its #187 holding.
  • L.J. Altfest & Co first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2022 and has held it in 16 quarters since.
  • 333 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on L.J. Altfest & Co's 13F filing for Q3 2026, filed 27 Oct 2026.