MA
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MBA Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

MBA Advisors’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 		$1.44M Buy
28,948
+1,598
+6% +$79.2K 0.55% 39
2025
Q4 		$1.28M Buy
27,350
+2,248
+9% +$104K 0.51% 41
2025
Q3 		$1.15M Buy
25,102
+261
+1% +$12.1K 0.49% 45
2025
Q2 		$1.13M Buy
24,841
+2,661
+12% +$115K 0.52% 42
2025
Q1 		$933K Buy
22,180
+1,113
+5% +$46.4K 0.46% 55
2024
Q4 		$853K Buy
21,067
+2,479
+13% +$105K 0.43% 54
2024
Q3 		$818K Sell
18,588
-127
-0.7% -$5.5K 0.39% 60
2024
Q2 		$811K Buy
18,715
+3,426
+22% +$147K 0.41% 57
2024
Q1 		$640K Buy
15,289
+711
+5% +$29K 0.33% 66
2023
Q4 		$593K Buy
14,578
+682
+5% +$26.1K 0.33% 67
2023
Q3 		$521K Buy
+13,896
New +$540K 0.32% 66

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return