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McAdam LLC’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

McAdam LLC’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 		$335K Buy
6,227
+351
+6% +$18.8K 0.01% 354
2026
Q1 		$292K Buy
5,876
+575
+11% +$28.5K 0.01% 350
2025
Q4 		$248K Sell
5,301
-181
-3% -$8.38K 0.01% 362
2025
Q3 		$252K Buy
5,482
+170
+3% +$7.85K 0.01% 341
2025
Q2 		$241K Sell
5,312
-382
-7% -$16.4K 0.01% 332
2025
Q1 		$240K Sell
5,694
-288
-5% -$12K 0.01% 294
2024
Q4 		$242K Buy
5,982
+117
+2% +$4.94K 0.01% 316
2024
Q3 		$258K Buy
5,865
+978
+20% +$42.4K 0.01% 283
2024
Q2 		$212K Buy
+4,887
New +$210K 0.01% 292

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

McAdam LLC's DEM Position: Q2 2026 in Review

McAdam LLC increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 6% in Q2 2026, buying an estimated $18.8K and bringing the position to 6,227 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #354.

McAdam LLC first reported a position in DEM in Q2 2024 and has held it in 9 quarters since. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • McAdam LLC held 6,227 shares of WisdomTree Emerging Markets High Dividend Fund worth $335K as of Q2 2026.
  • McAdam LLC bought 351 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $18.8K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.01% of McAdam LLC's portfolio in Q2 2026, its #354 holding.
  • McAdam LLC first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2024 and has held it in 9 quarters since.
  • 370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.