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

Portland Financial 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	$562K	Sell	10,450 -249	-2%	-$13.3K	1.03%	33
2026 Q1	$532K	Hold	10,699	–	–	1.11%	33
2025 Q4	$500K	Hold	10,699	–	–	1.06%	33
2025 Q3	$492K	Hold	10,699	–	–	1.05%	33
2025 Q2	$485K	Hold	10,699	–	–	1.16%	31
2025 Q1	$450K	Hold	10,699	–	–	1.15%	31
2024 Q4	$433K	Buy	+10,699	New	+$452K	1.17%	29

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

Portland Financial Advisors's DEM Position: Q2 2026 in Review

Portland Financial Advisors reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 2.3% in Q2 2026, selling an estimated $13.3K and leaving 10,450 shares worth $562K. The position accounts for 1.03% of the portfolio, ranked #33.

Portland Financial Advisors first reported a position in DEM in Q4 2024 and has held it in 7 quarters since. 371 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Portland Financial Advisors held 10,450 shares of WisdomTree Emerging Markets High Dividend Fund worth $562K as of Q2 2026.
Portland Financial Advisors sold 249 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $13.3K.
WisdomTree Emerging Markets High Dividend Fund made up 1.03% of Portland Financial Advisors's portfolio in Q2 2026, its #33 holding.
Portland Financial Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2024 and has held it in 7 quarters since.
371 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Portland Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.