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 Q3	$352K	Buy	6,373 +146	+2%	+$8.01K	0.01%	353
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Old Port Advisors Portland, Maine $500M AUM 40.17% 1-Year Est. Return

McAdam LLC's DEM Position: Q3 2026 in Review

McAdam LLC increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 2.3% in Q3 2026, buying an estimated $8.01K and bringing the position to 6,373 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #353.

McAdam LLC first reported a position in DEM in Q2 2024 and has held it in 10 quarters since. 121 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

McAdam LLC held 6,373 shares of WisdomTree Emerging Markets High Dividend Fund worth $352K as of Q3 2026.
McAdam LLC bought 146 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2026, an estimated $8.01K.
WisdomTree Emerging Markets High Dividend Fund made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #353 holding.
McAdam LLC first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2024 and has held it in 10 quarters since.
121 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.