Next Level Private’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Next Level Private’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	$1.03M	Buy	19,145 +254	+1%	+$13.6K	0.2%	74
2026 Q1	$939K	Buy	18,891 +126	+0.7%	+$6.25K	0.21%	74
2025 Q4	$876K	Buy	18,765 +254	+1%	+$11.8K	0.23%	75
2025 Q3	$849K	Sell	18,511 -148	-0.8%	-$6.84K	0.25%	69
2025 Q2	$845K	Buy	18,659 +225	+1%	+$9.68K	0.28%	62
2025 Q1	$776K	Sell	18,434 -356	-2%	-$14.8K	0.29%	62
2024 Q4	$761K	Sell	18,790 -35	-0.2%	-$1.48K	0.31%	60
2024 Q3	$828K	Buy	18,825 +926	+5%	+$40.1K	0.34%	57
2024 Q2	$775K	Buy	17,899 +339	+2%	+$14.6K	0.35%	56
2024 Q1	$735K	Sell	17,560 -1,009	-5%	-$41.2K	0.34%	57
2023 Q4	$755K	Sell	18,569 -506	-3%	-$19.4K	0.43%	48
2023 Q3	$711K	Buy	19,075 +521	+3%	+$20.3K	0.47%	48
2023 Q2	$699K	Buy	18,554 +63	+0.3%	+$2.42K	0.45%	51
2023 Q1	$700K	Buy	18,491 +164	+0.9%	+$6.19K	0.55%	40
2022 Q4	$683K	Buy	18,327 +3,364	+22%	+$117K	0.5%	44
2022 Q3	$514K	Buy	+14,963	New	+$542K	0.45%	45

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

Next Level Private's DEM Position: Q2 2026 in Review

Next Level Private increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 1.3% in Q2 2026, buying an estimated $13.6K and bringing the position to 19,145 shares worth $1.03M. The position accounts for 0.2% of the portfolio, ranked #74.

Next Level Private first reported a position in DEM in Q3 2022 and has held it in 16 quarters since. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Next Level Private held 19,145 shares of WisdomTree Emerging Markets High Dividend Fund worth $1.03M as of Q2 2026.
Next Level Private bought 254 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $13.6K.
WisdomTree Emerging Markets High Dividend Fund made up 0.2% of Next Level Private's portfolio in Q2 2026, its #74 holding.
Next Level Private first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2022 and has held it in 16 quarters since.
370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.