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LRI Investments’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

LRI Investments’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 		$7.63K Hold
142
– – ﹤0.01% 1036
2026
Q1 		$7.05K Hold
142
– – ﹤0.01% 984
2025
Q4 		$6.63K Hold
142
– – ﹤0.01% 973
2025
Q3 		$6.53K Hold
142
– – ﹤0.01% 974
2025
Q2 		$6.43K Hold
142
– – ﹤0.01% 948
2025
Q1 		$5.97K Hold
142
– – ﹤0.01% 898
2024
Q4 		$5.75K Hold
142
– – ﹤0.01% 897
2024
Q3 		$5.8K Hold
142
– – ﹤0.01% 898
2024
Q2 		$6.15K Buy
142
+2
+1% +$86 ﹤0.01% 845
2024
Q1 		$5.85K Buy
+140
New +$5.71K ﹤0.01% 597

Other funds holding DEM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
GHA
Good Harbor Advisors Gloucester, Massachusetts $102M AUM
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

LRI Investments's DEM Position: Q2 2026 in Review

LRI Investments held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q2 2026 at 142 shares worth $7.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

LRI Investments first reported a position in DEM in Q1 2024 and has held it in 10 quarters since. 60 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • LRI Investments held 142 shares of WisdomTree Emerging Markets High Dividend Fund worth $7.63K as of Q2 2026.
  • LRI Investments left its WisdomTree Emerging Markets High Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1036 holding.
  • LRI Investments first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2024 and has held it in 10 quarters since.
  • 60 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.