Planning Project LLC’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Planning Project LLC’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 Q4	$36.1K	Buy	+772	New	+$35.7K	0.01%	76

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

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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

Planning Project LLC's DEM Position: Q4 2025 in Review

Planning Project LLC opened a new position in WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2025: 772 shares worth $36.1K. The stake represents 0.01% of the portfolio and ranks #76 among its holdings.

353 funds tracked by Wall St. Rank hold DEM as of Q4 2025.

Planning Project LLC held 772 shares of WisdomTree Emerging Markets High Dividend Fund worth $36.1K as of Q4 2025.
WisdomTree Emerging Markets High Dividend Fund was a new Planning Project LLC position in Q4 2025.
WisdomTree Emerging Markets High Dividend Fund made up 0.01% of Planning Project LLC's portfolio in Q4 2025, its #76 holding.
353 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.