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

Moran 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 Q1	$3.13M	Buy	62,890 +21,582	+52%	+$1.07M	0.1%	262
2025 Q4	$1.93M	Buy	41,308 +6,166	+18%	+$285K	0.06%	292
2025 Q3	$1.62M	Buy	+35,142	New	+$1.62M	0.05%	296

Other funds holding DEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Moran Wealth Management's DEM Position: Q1 2026 in Review

Moran Wealth Management increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 52% in Q1 2026, buying an estimated $1.07M and bringing the position to 62,890 shares worth $3.13M. The position accounts for 0.1% of the portfolio, ranked #262.

Moran Wealth Management first reported a position in DEM in Q3 2025 and has held it in 3 quarters since. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

Moran Wealth Management held 62,890 shares of WisdomTree Emerging Markets High Dividend Fund worth $3.13M as of Q1 2026.
Moran Wealth Management bought 21,582 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2026, an estimated $1.07M.
WisdomTree Emerging Markets High Dividend Fund made up 0.1% of Moran Wealth Management's portfolio in Q1 2026, its #262 holding.
Moran Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2025 and has held it in 3 quarters since.
351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.