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Money Concepts Capital’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-14,217
Closed -$664K – 576
2025
Q4 		$664K Buy
14,217
+1,151
+9% +$53.3K 0.04% 309
2025
Q3 		$601K Buy
13,066
+1,128
+9% +$52.1K 0.04% 301
2025
Q2 		$541K Buy
11,938
+1,721
+17% +$74.1K 0.04% 296
2025
Q1 		$430K Sell
10,217
-731
-7% -$30.5K 0.03% 312
2024
Q4 		$443K Buy
10,948
+1,024
+10% +$43.3K 0.03% 308
2024
Q3 		$437K Sell
9,924
-850
-8% -$36.8K 0.03% 307
2024
Q2 		$467K Buy
10,774
+2,381
+28% +$102K 0.04% 291
2024
Q1 		$351K Buy
8,393
+306
+4% +$12.5K 0.03% 320
2023
Q4 		$329K Sell
8,087
-2,402
-23% -$91.9K 0.03% 323
2023
Q3 		$393K Buy
10,489
+167
+2% +$6.49K 0.04% 268
2023
Q2 		$395K Sell
10,322
-7,277
-41% -$280K 0.04% 280
2023
Q1 		$430K Buy
17,599
+13,453
+324% +$508K 0.02% 307
2022
Q4 		$148K Sell
4,146
-5,509
-57% -$191K 0.01% 813
2022
Q3 		$314K Buy
9,655
+1,512
+19% +$54.8K 0.02% 360
2022
Q2 		$299K Sell
8,143
-1,949
-19% -$79.3K 0.03% 343
2022
Q1 		$442K Buy
10,092
+4,274
+73% +$190K 0.02% 478
2021
Q4 		$252K Buy
+5,818
New +$253K 0.02% 442
2021
Q1 		$163K Buy
3,672
+3,117
+562% +$134K 0.01% 481
2020
Q4 		$23K Buy
+555
New +$21.3K ﹤0.01% 569

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Money Concepts Capital's DEM Position: Q1 2026 in Review

Money Concepts Capital sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2026, closing a stake of 14,217 shares — an estimated $664K sold.

Money Concepts Capital first reported a position in DEM in Q4 2020 and held it in 19 quarters. The position peaked at $664K in Q4 2025. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

  • Money Concepts Capital reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • Money Concepts Capital sold 14,217 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2026, an estimated $664K.
  • Money Concepts Capital first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2020 and held it in 19 quarters.
  • Money Concepts Capital's WisdomTree Emerging Markets High Dividend Fund position peaked at $664K in Q4 2025.
  • 351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.