Meramec Financial Planners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Meramec Financial Planners’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	$4.03M	Sell	75,590 -30,424	-29%	-$1.63M	1.47%	19
2026 Q1	$5.55M	Sell	106,014 -13,014	-11%	-$645K	2.2%	14
2025 Q4	$6.01M	Buy	+119,028	New	+$5.51M	2.34%	13

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

Meramec Financial Planners's DEM Position: Q2 2026 in Review

Meramec Financial Planners reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 29% in Q2 2026, selling an estimated $1.63M and leaving 75,590 shares worth $4.03M. The position accounts for 1.47% of the portfolio, ranked #19.

Meramec Financial Planners first reported a position in DEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.01M in Q4 2025. 368 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Meramec Financial Planners held 75,590 shares of WisdomTree Emerging Markets High Dividend Fund worth $4.03M as of Q2 2026.
Meramec Financial Planners sold 30,424 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $1.63M.
WisdomTree Emerging Markets High Dividend Fund made up 1.47% of Meramec Financial Planners's portfolio in Q2 2026, its #19 holding.
Meramec Financial Planners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2025 and has held it in 3 quarters since.
Meramec Financial Planners's WisdomTree Emerging Markets High Dividend Fund position peaked at $6.01M in Q4 2025.
368 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.