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McKinley Carter Wealth Services’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

McKinley Carter Wealth Services’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 		$1.74M Buy
32,257
+1,513
+5% +$80.8K 0.09% 132
2026
Q1 		$1.53M Sell
30,744
-47
-0.2% -$2.33K 0.09% 141
2025
Q4 		$1.44M Buy
30,791
+1,798
+6% +$83.2K 0.08% 147
2025
Q3 		$1.33M Sell
28,993
-549
-2% -$25.4K 0.07% 151
2025
Q2 		$1.34M Sell
29,542
-538
-2% -$23.2K 0.07% 148
2025
Q1 		$1.27M Buy
30,080
+21,899
+268% +$912K 0.08% 144
2024
Q4 		$331K Hold
8,181
– – 0.02% 241
2024
Q3 		$360K Sell
8,181
-245
-3% -$10.6K 0.02% 239
2024
Q2 		$365K Buy
8,426
+4
+0% +$172 0.02% 234
2024
Q1 		$352K Sell
8,422
-529
-6% -$21.6K 0.02% 241
2023
Q4 		$364K Buy
8,951
+283
+3% +$10.8K 0.03% 234
2023
Q3 		$325K Sell
8,668
-1,689
-16% -$65.7K 0.03% 238
2023
Q2 		$396K Buy
10,357
+30
+0.3% +$1.15K 0.03% 227
2023
Q1 		$391K Sell
10,327
-2,008
-16% -$75.8K 0.03% 229
2022
Q4 		$440K Buy
12,335
+3
+0% +$104 0.04% 213
2022
Q3 		$401K Sell
12,332
-164
-1% -$5.94K 0.04% 209
2022
Q2 		$463K Sell
12,496
-70
-0.6% -$2.85K 0.04% 204
2022
Q1 		$550K Sell
12,566
-3,081
-20% -$137K 0.04% 192
2021
Q4 		$678K Buy
15,647
+869
+6% +$37.8K 0.05% 168
2021
Q3 		$645K Sell
14,778
-99
-0.7% -$4.44K 0.05% 168
2021
Q2 		$680K Sell
14,877
-6,438
-30% -$295K 0.06% 163
2021
Q1 		$946K Buy
+21,315
New +$917K 0.08% 147

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

McKinley Carter Wealth Services's DEM Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 4.9% in Q2 2026, buying an estimated $80.8K and bringing the position to 32,257 shares worth $1.74M. The position accounts for 0.09% of the portfolio, ranked #132.

McKinley Carter Wealth Services first reported a position in DEM in Q1 2021 and has held it in 22 quarters since. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • McKinley Carter Wealth Services held 32,257 shares of WisdomTree Emerging Markets High Dividend Fund worth $1.74M as of Q2 2026.
  • McKinley Carter Wealth Services bought 1,513 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $80.8K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.09% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #132 holding.
  • McKinley Carter Wealth Services first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2021 and has held it in 22 quarters since.
  • 370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.