Modern Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Modern Wealth Management’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	$346K	Buy	6,427 +85	+1%	+$4.54K	﹤0.01%	830
2026 Q1	$314K	Sell	6,342 -1	-0%	-$50	0.01%	700
2025 Q4	$296K	Buy	6,343 +45	+0.7%	+$2.08K	0.01%	682
2025 Q3	$290K	Buy	6,298 +39	+0.6%	+$1.8K	0.01%	655
2025 Q2	$283K	Sell	6,259 -583	-9%	-$25.1K	0.01%	623
2025 Q1	$288K	Buy	6,842 +1,338	+24%	+$55.7K	0.01%	536
2024 Q4	$223K	Buy	+5,504	New	+$233K	0.01%	533

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

Modern Wealth Management's DEM Position: Q2 2026 in Review

Modern Wealth Management increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 1.3% in Q2 2026, buying an estimated $4.54K and bringing the position to 6,427 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Modern Wealth Management first reported a position in DEM in Q4 2024 and has held it in 7 quarters since. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Modern Wealth Management held 6,427 shares of WisdomTree Emerging Markets High Dividend Fund worth $346K as of Q2 2026.
Modern Wealth Management bought 85 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $4.54K.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #830 holding.
Modern Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2024 and has held it in 7 quarters since.
370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.