MWP
DEM icon

Moller Wealth Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Moller Wealth Partners’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 		$317K Sell
5,894
-219
-4% -$11.7K 0.06% 61
2026
Q1 		$304K Buy
6,113
+19
+0.3% +$942 0.06% 57
2025
Q4 		$285K Sell
6,094
-19
-0.3% -$880 0.06% 58
2025
Q3 		$281K Sell
6,113
-526
-8% -$24.3K 0.06% 60
2025
Q2 		$301K Sell
6,639
-44
-0.7% -$1.89K 0.07% 55
2025
Q1 		$281K Sell
6,683
-107
-2% -$4.46K 0.07% 53
2024
Q4 		$275K Hold
6,790
– – 0.07% 55
2024
Q3 		$299K Hold
6,790
– – 0.07% 54
2024
Q2 		$294K Hold
6,790
– – 0.08% 54
2024
Q1 		$284K Hold
6,790
– – 0.08% 43
2023
Q4 		$276K Hold
6,790
– – 0.08% 42
2023
Q3 		$254K Hold
6,790
– – 0.08% 42
2023
Q2 		$260K Hold
6,790
– – 0.08% 43
2023
Q1 		$257K Sell
6,790
-99
-1% -$3.73K 0.08% 43
2022
Q4 		$246K Sell
6,889
-10,921
-61% -$379K 0.08% 46
2022
Q3 		$579K Buy
17,810
+2,640
+17% +$95.6K 0.21% 36
2022
Q2 		$562K Sell
15,170
-797
-5% -$32.4K 0.19% 36
2022
Q1 		$699K Buy
15,967
+8
+0.1% +$356 0.22% 35
2021
Q4 		$691K Sell
15,959
-563
-3% -$24.5K 0.22% 33
2021
Q3 		$721K Buy
16,522
+18
+0.1% +$807 0.24% 33
2021
Q2 		$754K Buy
16,504
+10
+0.1% +$458 0.25% 33
2021
Q1 		$732K Hold
16,494
– – 0.26% 33
2020
Q4 		$679K Sell
16,494
-2,725
-14% -$104K 0.28% 35
2020
Q3 		$677K Sell
19,219
-9,116
-32% -$341K 0.3% 31
2020
Q2 		$1.02M Buy
28,335
+1,767
+7% +$62.2K 0.45% 27
2020
Q1 		$857K Sell
26,568
-5,202
-16% -$211K 0.44% 25
2019
Q4 		$1.45M Sell
31,770
-468
-1% -$20.3K 0.64% 24
2019
Q3 		$1.33M Hold
32,238
– – 0.64% 24
2019
Q2 		$1.44M Sell
32,238
-1,089
-3% -$47.7K 0.74% 23
2019
Q1 		$1.46M Sell
33,327
-1,160
-3% -$50.1K 0.66% 21
2018
Q4 		$1.44M Buy
34,487
+4,797
+16% +$197K 0.94% 21
2018
Q3 		$1.3M Sell
29,690
-590
-2% -$25.7K 0.57% 19
2018
Q2 		$1.3M Hold
30,280
– – 0.5% 23
2018
Q1 		$1.45M Sell
30,280
-761
-2% -$36.4K 0.63% 21
2017
Q4 		$1.41M Sell
31,041
-879
-3% -$38.4K 0.54% 21
2017
Q3 		$1.37M Sell
31,920
-417
-1% -$18K 0.53% 21
2017
Q2 		$1.32M Hold
32,337
– – 0.56% 21
2017
Q1 		$1.32M Sell
32,337
-561
-2% -$22.4K 0.58% 23
2016
Q4 		$1.23M Sell
32,898
-3,517
-10% -$131K 0.61% 21
2016
Q3 		$1.37M Sell
36,415
-231
-0.6% -$8.72K 0.63% 22
2016
Q2 		$1.3M Sell
36,646
-525
-1% -$18.2K 0.64% 23
2016
Q1 		$1.29M Sell
37,171
-1,658
-4% -$51.8K 0.76% 20
2015
Q4 		$1.23M Buy
38,829
+21,630
+126% +$742K 0.68% 21
2015
Q3 		$576K Sell
17,199
-1,820
-10% -$69K 0.53% 25
2015
Q2 		$826K Sell
19,019
-747
-4% -$34.2K 0.38% 27
2015
Q1 		$840K Sell
19,766
-326
-2% -$13.9K 0.39% 27
2014
Q4 		$847K Sell
20,092
-3,773
-16% -$171K 0.42% 26
2014
Q3 		$1.14M Sell
23,865
-182
-0.8% -$9.48K 0.54% 25
2014
Q2 		$1.25M Sell
24,047
-2,165
-8% -$110K 0.57% 22
2014
Q1 		$1.29M Sell
26,212
-292
-1% -$13.9K 0.66% 24
2013
Q4 		$1.35M Sell
26,504
-3,116
-11% -$162K 0.73% 23
2013
Q3 		$1.53M Sell
29,620
-4,340
-13% -$218K 0.96% 22
2013
Q2 		$1.64M Buy
+33,960
New +$1.82M 1.2% 16

Other funds holding DEM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
GHA
Good Harbor Advisors Gloucester, Massachusetts $102M AUM
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Moller Wealth Partners's DEM Position: Q2 2026 in Review

Moller Wealth Partners reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 3.6% in Q2 2026, selling an estimated $11.7K and leaving 5,894 shares worth $317K. The position accounts for 0.06% of the portfolio, ranked #61.

Moller Wealth Partners first reported a position in DEM in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.64M in Q2 2013. 60 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • Moller Wealth Partners held 5,894 shares of WisdomTree Emerging Markets High Dividend Fund worth $317K as of Q2 2026.
  • Moller Wealth Partners sold 219 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $11.7K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.06% of Moller Wealth Partners's portfolio in Q2 2026, its #61 holding.
  • Moller Wealth Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and has held it in 53 quarters since.
  • Moller Wealth Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.64M in Q2 2013.
  • 60 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.