New England Private Wealth Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

New England Private Wealth 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
2026 Q2	$334K	Buy	6,258 +6	+0.1%	+$321	0.03%	166
2026 Q1	$311K	Buy	6,252 +3	+0%	+$149	0.04%	159
2025 Q4	$292K	Buy	6,249 +4	+0.1%	+$185	0.04%	154
2025 Q3	$287K	Buy	6,245 +7	+0.1%	+$323	0.04%	153
2025 Q2	$284K	Sell	6,238 -205	-3%	-$8.82K	0.04%	138
2025 Q1	$271K	Buy	6,443 +6	+0.1%	+$250	0.04%	128
2024 Q4	$261K	Buy	6,437 +3	+0%	+$127	0.04%	130
2024 Q3	$283K	Buy	6,434 +14	+0.2%	+$607	0.05%	126
2024 Q2	$278K	Buy	6,420 +9	+0.1%	+$387	0.05%	118
2024 Q1	$267K	Buy	6,411 +202	+3%	+$8.24K	0.05%	121
2023 Q4	$253K	Buy	6,209 +3	+0%	+$115	0.05%	119
2023 Q3	$233K	Buy	6,206 +12	+0.2%	+$467	0.05%	108
2023 Q2	$237K	Buy	6,194 +6	+0.1%	+$231	0.05%	102
2023 Q1	$234K	Buy	6,188 +1	+0%	+$38	0.05%	99
2022 Q4	$220K	Buy	6,187 +5	+0.1%	+$173	0.05%	96
2022 Q3	$201K	Sell	6,182 -133	-2%	-$4.82K	0.05%	92
2022 Q2	$276K	Sell	6,315 -2	-0%	-$81	0.05%	89
2022 Q1	$276K	Buy	+6,317	New	+$281K	0.05%	90
2015 Q1	–	Sell	-11,844	Closed	-$500K	–	110
2014 Q4	$500K	Sell	11,844 -23,431	-66%	-$1.06M	0.2%	65
2014 Q3	$1.69M	Sell	35,275 -15,595	-31%	-$812K	0.68%	35
2014 Q2	$2.64M	Sell	50,870 -6,029	-11%	-$305K	1.08%	25
2014 Q1	$2.79M	Sell	56,899 -11,026	-16%	-$524K	1.17%	24
2013 Q4	$3.46M	Sell	67,925 -7,534	-10%	-$392K	1.57%	19
2013 Q3	$3.9M	Sell	75,459 -20,335	-21%	-$1.02M	2.05%	15
2013 Q2	$4.63M	Buy	+95,794	New	+$5.14M	2.9%	13

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 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

New England Private Wealth Advisors's DEM Position: Q2 2026 in Review

New England Private Wealth Advisors increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 0.1% in Q2 2026, buying an estimated $321 and bringing the position to 6,258 shares worth $334K. The position accounts for 0.03% of the portfolio, ranked #166.

New England Private Wealth Advisors first reported a position in DEM in Q2 2013 and has held it in 25 quarters since. The position peaked at $4.63M in Q2 2013. 371 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

New England Private Wealth Advisors held 6,258 shares of WisdomTree Emerging Markets High Dividend Fund worth $334K as of Q2 2026.
New England Private Wealth Advisors bought 6 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $321.
WisdomTree Emerging Markets High Dividend Fund made up 0.03% of New England Private Wealth Advisors's portfolio in Q2 2026, its #166 holding.
New England Private Wealth Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and has held it in 25 quarters since.
New England Private Wealth Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $4.63M in Q2 2013.
371 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.