Private Wealth Advisors (California)’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Private Wealth Advisors (California)’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 Q1	$8.56M	Sell	172,169 -66,338	-28%	-$3.29M	2.41%	8
2025 Q4	$11.1M	Buy	238,507 +11,549	+5%	+$535K	3.56%	4
2025 Q3	$10.4M	Sell	226,958 -28,255	-11%	-$1.31M	3.51%	3
2025 Q2	$11.6M	Buy	255,213 +87,851	+52%	+$3.78M	4.24%	3
2025 Q1	$7.04M	Buy	167,362 +4,755	+3%	+$198K	2.55%	12
2024 Q4	$6.58M	Buy	162,607 +22,172	+16%	+$937K	2.58%	12
2024 Q3	$6.2M	Sell	140,435 -60,330	-30%	-$2.62M	2.37%	14
2024 Q2	$8.73M	Buy	200,765 +35,831	+22%	+$1.54M	3.36%	8
2024 Q1	$6.9M	Sell	164,934 -6,988	-4%	-$285K	2.81%	13
2023 Q4	$6.99M	Buy	+171,922	New	+$6.58M	2.73%	14
2020 Q1	–	Sell	-16,124	Closed	-$738K	–	57
2019 Q4	$738K	Sell	16,124 -16,398	-50%	-$713K	0.42%	49
2019 Q3	$1.34M	Buy	32,522 +2,363	+8%	+$101K	0.88%	27
2019 Q2	$1.32M	Hold	30,159	–	–	0.9%	25
2019 Q1	$1.32M	Buy	30,159 +2,512	+9%	+$109K	0.9%	25
2018 Q4	$1.11M	Buy	+27,647	New	+$1.13M	0.9%	26

Other funds holding DEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Private Wealth Advisors (California)'s DEM Position: Q1 2026 in Review

Private Wealth Advisors (California) reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 28% in Q1 2026, selling an estimated $3.29M and leaving 172,169 shares worth $8.56M. The position accounts for 2.41% of the portfolio, ranked #8.

Private Wealth Advisors (California) first reported a position in DEM in Q4 2018 and has held it in 15 quarters since. The position peaked at $11.6M in Q2 2025. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

Private Wealth Advisors (California) held 172,169 shares of WisdomTree Emerging Markets High Dividend Fund worth $8.56M as of Q1 2026.
Private Wealth Advisors (California) sold 66,338 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2026, an estimated $3.29M.
WisdomTree Emerging Markets High Dividend Fund made up 2.41% of Private Wealth Advisors (California)'s portfolio in Q1 2026, its #8 holding.
Private Wealth Advisors (California) first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2018 and has held it in 15 quarters since.
Private Wealth Advisors (California)'s WisdomTree Emerging Markets High Dividend Fund position peaked at $11.6M in Q2 2025.
351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q1 2026, filed 13 May 2026.