RW
DEM icon

REDW Wealth’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

REDW Wealth’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 		– Sell
-4,500
Closed -$224K – 105
2026
Q1 		$224K Hold
4,500
– – 0.09% 96
2025
Q4 		$210K Sell
4,500
-2,100
-32% -$97.2K 0.08% 98
2025
Q3 		$304K Hold
6,600
– – 0.11% 89
2025
Q2 		$299K Hold
6,600
– – 0.12% 81
2025
Q1 		$278K Sell
6,600
-326
-5% -$13.6K 0.1% 84
2024
Q4 		$280K Sell
6,926
-966
-12% -$40.8K 0.1% 83
2024
Q3 		$347K Buy
7,892
+2,294
+41% +$99.4K 0.09% 115
2024
Q2 		$242K Buy
+5,598
New +$241K 0.06% 143

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

REDW Wealth's DEM Position: Q2 2026 in Review

REDW Wealth sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2026, closing a stake of 4,500 shares — an estimated $224K sold.

REDW Wealth first reported a position in DEM in Q2 2024 and held it in 8 quarters. The position peaked at $347K in Q3 2024. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • REDW Wealth reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • REDW Wealth sold 4,500 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $224K.
  • REDW Wealth first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2024 and held it in 8 quarters.
  • REDW Wealth's WisdomTree Emerging Markets High Dividend Fund position peaked at $347K in Q3 2024.
  • 370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on REDW Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.