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

NewEdge 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	$404K	Sell	7,508 -1,543	-17%	-$82.4K	﹤0.01%	2282
2026 Q1	$450K	Buy	9,051 +1,151	+15%	+$57.1K	﹤0.01%	2082
2025 Q4	$369K	Buy	7,900 +1,353	+21%	+$62.6K	﹤0.01%	2173
2025 Q3	$301K	Sell	6,547 -378	-5%	-$17.5K	﹤0.01%	2175
2025 Q2	$314K	Sell	6,925 -1,382	-17%	-$59.5K	﹤0.01%	1995
2025 Q1	$350K	Sell	8,307 -9,237	-53%	-$385K	﹤0.01%	1793
2024 Q4	$710K	Buy	17,544 +11,108	+173%	+$469K	﹤0.01%	1344
2024 Q3	$283K	Sell	6,436 -12,190	-65%	-$528K	﹤0.01%	1841
2024 Q2	$807K	Buy	18,626 +18,455	+10,792%	+$793K	0.01%	1168
2024 Q1	$7.16K	Hold	171	–	–	﹤0.01%	3010
2023 Q4	$6.96K	Sell	171 -1,614	-90%	-$61.8K	﹤0.01%	2996
2023 Q3	$66.9K	Buy	1,785 +375	+27%	+$14.6K	﹤0.01%	1995
2023 Q2	$54K	Sell	1,410 -409	-22%	-$15.7K	﹤0.01%	2063
2023 Q1	$68.9K	Buy	1,819 +1,626	+842%	+$61.3K	﹤0.01%	1878
2022 Q4	$7	Buy	+193	New	+$6.7K	﹤0.01%	3753
2020 Q2	–	Sell	-19,282	Closed	-$622K	–	877
2020 Q1	$622K	Sell	19,282 -3,393	-15%	-$137K	0.03%	408
2019 Q4	$1.04M	Buy	22,675 +625	+3%	+$27.2K	0.04%	347
2019 Q3	$911K	Sell	22,050 -10	-0%	-$428	0.04%	357
2019 Q2	$985K	Buy	22,060 +1,830	+9%	+$80.1K	0.06%	282
2019 Q1	$887K	Buy	20,230 +800	+4%	+$34.6K	0.06%	290
2018 Q4	$780K	Sell	19,430 -62	-0.3%	-$2.54K	0.05%	287
2018 Q3	$851K	Sell	19,492 -261	-1%	-$11.4K	0.07%	257
2018 Q2	$840K	Buy	19,753 +2,210	+13%	+$101K	0.08%	226
2018 Q1	$825K	Buy	17,543 +2,609	+17%	+$125K	0.09%	205
2017 Q4	$700K	Buy	+14,934	New	+$653K	0.09%	200

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 22.96% 1-Year Est. Return

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

NewEdge Advisors's DEM Position: Q2 2026 in Review

NewEdge Advisors reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 17% in Q2 2026, selling an estimated $82.4K and leaving 7,508 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #2282.

NewEdge Advisors first reported a position in DEM in Q4 2017 and has held it in 25 quarters since. The position peaked at $1.04M in Q4 2019. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

NewEdge Advisors held 7,508 shares of WisdomTree Emerging Markets High Dividend Fund worth $404K as of Q2 2026.
NewEdge Advisors sold 1,543 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $82.4K.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2282 holding.
NewEdge Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2017 and has held it in 25 quarters since.
NewEdge Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.04M in Q4 2019.
370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.