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 Q2	$1.55M	Sell	28,730 -218	-0.8%	-$11.6K	0.52%	42
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 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

MBA Advisors's DEM Position: Q2 2026 in Review

MBA Advisors reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 0.75% in Q2 2026, selling an estimated $11.6K and leaving 28,730 shares worth $1.55M. The position accounts for 0.52% of the portfolio, ranked #42.

MBA Advisors first reported a position in DEM in Q3 2023 and has held it in 12 quarters since. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

MBA Advisors held 28,730 shares of WisdomTree Emerging Markets High Dividend Fund worth $1.55M as of Q2 2026.
MBA Advisors sold 218 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $11.6K.
WisdomTree Emerging Markets High Dividend Fund made up 0.52% of MBA Advisors's portfolio in Q2 2026, its #42 holding.
MBA Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2023 and has held it in 12 quarters since.
370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.