Mission Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $568K | Sell |
11,429
-493
| -4% | -$24.4K | 0.01% | 459 |
|
|
2025
Q4 | $557K | Sell |
11,922
-72
| -0.6% | -$3.33K | 0.01% | 466 |
|
|
2025
Q3 | $552K | Sell |
11,994
-913
| -7% | -$42.2K | 0.01% | 467 |
|
|
2025
Q2 | $585K | Sell |
12,907
-420
| -3% | -$18.1K | 0.01% | 438 |
|
|
2025
Q1 | $561K | Buy |
13,327
+6
| +0% | +$250 | 0.01% | 426 |
|
|
2024
Q4 | $539K | Sell |
13,321
-636
| -5% | -$26.9K | 0.01% | 411 |
|
|
2024
Q3 | $614K | Sell |
13,957
-45
| -0.3% | -$1.95K | 0.01% | 392 |
|
|
2024
Q2 | $606K | Sell |
14,002
-1,637
| -10% | -$70.4K | 0.02% | 368 |
|
|
2024
Q1 | $654K | Sell |
15,639
-69
| -0.4% | -$2.81K | 0.02% | 371 |
|
|
2023
Q4 | $639K | Sell |
15,708
-1,560
| -9% | -$59.7K | 0.02% | 321 |
|
|
2023
Q3 | $647K | Sell |
17,268
-231
| -1% | -$8.98K | 0.02% | 299 |
|
|
2023
Q2 | $670K | Buy |
17,499
+293
| +2% | +$11.3K | 0.03% | 294 |
|
|
2023
Q1 | $651K | Buy |
17,206
+62
| +0.4% | +$2.34K | 0.03% | 294 |
|
|
2022
Q4 | $611K | Sell |
17,144
-4,635
| -21% | -$161K | 0.03% | 288 |
|
|
2022
Q3 | $708K | Buy |
21,779
+365
| +2% | +$13.2K | 0.04% | 244 |
|
|
2022
Q2 | $793K | Sell |
21,414
-624
| -3% | -$25.4K | 0.04% | 229 |
|
|
2022
Q1 | $964K | Sell |
22,038
-1,293
| -6% | -$57.5K | 0.04% | 207 |
|
|
2021
Q4 | $1.01M | Sell |
23,331
-6,157
| -21% | -$268K | 0.05% | 196 |
|
|
2021
Q3 | $1.29M | Sell |
29,488
-2,546
| -8% | -$114K | 0.07% | 149 |
|
|
2021
Q2 | $1.46M | Sell |
32,034
-1,114
| -3% | -$51K | 0.08% | 129 |
|
|
2021
Q1 | $1.47M | Sell |
33,148
-22,781
| -41% | -$980K | 0.09% | 110 |
|
|
2020
Q4 | $2.3M | Sell |
55,929
-8,929
| -14% | -$342K | 0.14% | 75 |
|
|
2020
Q3 | $2.29M | Buy |
64,858
+4,312
| +7% | +$161K | 0.17% | 68 |
|
|
2020
Q2 | $2.19M | Buy |
60,546
+9,039
| +18% | +$318K | 0.19% | 67 |
|
|
2020
Q1 | $1.66M | Sell |
51,507
-4,921
| -9% | -$199K | 0.18% | 69 |
|
|
2019
Q4 | $2.58M | Buy |
56,428
+12,973
| +30% | +$564K | 0.25% | 61 |
|
|
2019
Q3 | $1.79M | Buy |
43,455
+9,691
| +29% | +$415K | 0.19% | 69 |
|
|
2019
Q2 | $1.51M | Buy |
33,764
+4,986
| +17% | +$218K | 0.17% | 75 |
|
|
2019
Q1 | $1.26M | Buy |
28,778
+2,201
| +8% | +$95.1K | 0.15% | 83 |
|
|
2018
Q4 | $1.07M | Sell |
26,577
-26,198
| -50% | -$1.07M | 0.14% | 83 |
|
|
2018
Q3 | $2.31M | Sell |
52,775
-11,972
| -18% | -$521K | 0.3% | 47 |
|
|
2018
Q2 | $2.78M | Buy |
64,747
+12,788
| +25% | +$585K | 0.41% | 39 |
|
|
2018
Q1 | $2.48M | Buy |
51,959
+1,573
| +3% | +$75.2K | 0.4% | 33 |
|
|
2017
Q4 | $2.29M | Buy |
50,386
+5,996
| +14% | +$262K | 0.39% | 37 |
|
|
2017
Q3 | $1.91M | Buy |
44,390
+1,321
| +3% | +$56.9K | 0.35% | 36 |
|
|
2017
Q2 | $1.76M | Buy |
43,069
+17,007
| +65% | +$697K | 0.34% | 39 |
|
|
2017
Q1 | $1.06M | Sell |
26,062
-3,155
| -11% | -$126K | 0.21% | 57 |
|
|
2016
Q4 | $1.09M | Buy |
29,217
+24
| +0.1% | +$896 | 0.22% | 51 |
|
|
2016
Q3 | $1.1M | Sell |
29,193
-1,471
| -5% | -$55.5K | 0.27% | 46 |
|
|
2016
Q2 | $1.09M | Sell |
30,664
-5,913
| -16% | -$205K | 0.29% | 40 |
|
|
2016
Q1 | $1.27M | Sell |
36,577
-1,125
| -3% | -$35.2K | 0.34% | 34 |
|
|
2015
Q4 | $1.19M | Buy |
37,702
+198
| +0.5% | +$6.79K | 0.34% | 33 |
|
|
2015
Q3 | $1.26M | Buy |
37,504
+20,046
| +115% | +$760K | 0.38% | 28 |
|
|
2015
Q2 | $742K | Buy |
+17,458
| New | +$799K | 0.25% | 48 |
|
Other funds holding DEM
KIM
Mission Wealth Management's DEM Position: Q1 2026 in Review
Mission Wealth Management reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 4.1% in Q1 2026, selling an estimated $24.4K and leaving 11,429 shares worth $568K. The position accounts for 0.01% of the portfolio, ranked #459.
Mission Wealth Management first reported a position in DEM in Q2 2015 and has held it in 44 quarters since. The position peaked at $2.78M in Q2 2018. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.
- Mission Wealth Management held 11,429 shares of WisdomTree Emerging Markets High Dividend Fund worth $568K as of Q1 2026.
- Mission Wealth Management sold 493 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2026, an estimated $24.4K.
- WisdomTree Emerging Markets High Dividend Fund made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #459 holding.
- Mission Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2015 and has held it in 44 quarters since.
- Mission Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $2.78M in Q2 2018.
- 351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.
Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.