My Legacy Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

My Legacy Advisors’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
2025 Q2	$348K	Buy	7,568 +2,343	+45%	+$101K	0.12%	161
2025 Q1	$220K	Sell	5,225 -11	-0.2%	-$458	0.08%	201
2024 Q4	$212K	Buy	5,236 +190	+4%	+$8.03K	0.08%	195
2024 Q3	$222K	Sell	5,046 -8,123	-62%	-$352K	0.09%	189
2024 Q2	$570K	Sell	13,169 -1,187	-8%	-$51K	0.18%	139
2024 Q1	$601K	Sell	14,356 -1,173	-8%	-$47.8K	0.2%	140
2023 Q4	$614K	Buy	15,529 +2,693	+21%	+$103K	0.22%	136
2023 Q3	$476K	Buy	12,836 +17	+0.1%	+$661	0.19%	143
2023 Q2	$504K	Buy	12,819 +409	+3%	+$15.7K	0.2%	145
2023 Q1	$469K	Sell	12,410 -550	-4%	-$20.8K	0.2%	151
2022 Q4	$492K	Sell	12,960 -1,844	-12%	-$64K	0.21%	153
2022 Q3	$479K	Buy	14,804 +3,061	+26%	+$111K	0.24%	150
2022 Q2	$421K	Buy	+11,743	New	+$478K	0.21%	157

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

My Legacy Advisors's DEM Position: Q2 2025 in Review

My Legacy Advisors increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 45% in Q2 2025, buying an estimated $101K and bringing the position to 7,568 shares worth $348K. The position accounts for 0.12% of the portfolio, ranked #161.

My Legacy Advisors first reported a position in DEM in Q2 2022 and has held it in 13 quarters since. The position peaked at $614K in Q4 2023. 325 funds tracked by Wall St. Rank hold DEM as of Q2 2025.

My Legacy Advisors held 7,568 shares of WisdomTree Emerging Markets High Dividend Fund worth $348K as of Q2 2025.
My Legacy Advisors bought 2,343 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2025, an estimated $101K.
WisdomTree Emerging Markets High Dividend Fund made up 0.12% of My Legacy Advisors's portfolio in Q2 2025, its #161 holding.
My Legacy Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2022 and has held it in 13 quarters since.
My Legacy Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $614K in Q4 2023.
325 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.