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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
Q2 		$8.64M Sell
160,714
-11,455
-7% -$612K 2.21% 14
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
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

Private Wealth Advisors (California)'s DEM Position: Q2 2026 in Review

Private Wealth Advisors (California) reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 6.7% in Q2 2026, selling an estimated $612K and leaving 160,714 shares worth $8.64M. The position accounts for 2.21% of the portfolio, ranked #14.

Private Wealth Advisors (California) first reported a position in DEM in Q4 2018 and has held it in 16 quarters since. The position peaked at $11.6M in Q2 2025. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • Private Wealth Advisors (California) held 160,714 shares of WisdomTree Emerging Markets High Dividend Fund worth $8.64M as of Q2 2026.
  • Private Wealth Advisors (California) sold 11,455 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $612K.
  • WisdomTree Emerging Markets High Dividend Fund made up 2.21% of Private Wealth Advisors (California)'s portfolio in Q2 2026, its #14 holding.
  • Private Wealth Advisors (California) first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2018 and has held it in 16 quarters since.
  • Private Wealth Advisors (California)'s WisdomTree Emerging Markets High Dividend Fund position peaked at $11.6M in Q2 2025.
  • 370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.