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Principal Securities’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Principal Securities’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 		$386K Sell
7,169
-34
-0.5% -$1.82K ﹤0.01% 1206
2026
Q1 		$358K Sell
7,203
-8
-0.1% -$397 0.01% 1126
2025
Q4 		$337K Sell
7,211
-29
-0.4% -$1.34K 0.01% 1091
2025
Q3 		$333K Buy
7,240
+684
+10% +$31.6K 0.01% 1078
2025
Q2 		$297K Buy
6,556
+1,781
+37% +$76.6K 0.01% 1067
2025
Q1 		$193K Hold
4,775
– – ﹤0.01% 1148
2024
Q4 		$193K Sell
4,775
-2
-0% -$85 ﹤0.01% 1148
2024
Q3 		$210K Sell
4,777
-149
-3% -$6.46K 0.01% 1085
2024
Q2 		$213K Buy
4,926
+1,731
+54% +$74.4K 0.01% 1016
2024
Q1 		$134K Buy
+3,195
New +$130K ﹤0.01% 1175

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Principal Securities's DEM Position: Q2 2026 in Review

Principal Securities reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 0.47% in Q2 2026, selling an estimated $1.82K and leaving 7,169 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

Principal Securities first reported a position in DEM in Q1 2024 and has held it in 10 quarters since. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • Principal Securities held 7,169 shares of WisdomTree Emerging Markets High Dividend Fund worth $386K as of Q2 2026.
  • Principal Securities sold 34 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $1.82K.
  • WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1206 holding.
  • Principal Securities first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2024 and has held it in 10 quarters since.
  • 370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.