Leavell Investment Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Leavell Investment 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	$203K	Buy	+3,765	New	+$201K	0.01%	621
2014 Q1	–	Sell	-5,002	Closed	-$255K	–	396
2013 Q4	$255K	Sell	5,002 -7,208	-59%	-$375K	0.04%	338
2013 Q3	$631K	Sell	12,210 -3,925	-24%	-$197K	0.11%	188
2013 Q2	$780K	Buy	+16,135	New	+$865K	0.15%	164

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

Leavell Investment Management's DEM Position: Q2 2026 in Review

Leavell Investment Management opened a new position in WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2026: 3,765 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #621 among its holdings. This is a return to the name: Leavell Investment Management previously reported a position in DEM as recently as Q4 2013.

Leavell Investment Management first reported a position in DEM in Q2 2013 and has held it in 4 quarters since. The position peaked at $780K in Q2 2013. 371 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Leavell Investment Management held 3,765 shares of WisdomTree Emerging Markets High Dividend Fund worth $203K as of Q2 2026.
WisdomTree Emerging Markets High Dividend Fund was a new Leavell Investment Management position in Q2 2026.
WisdomTree Emerging Markets High Dividend Fund made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #621 holding.
Leavell Investment Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and has held it in 4 quarters since.
Leavell Investment Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $780K in Q2 2013.
371 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.