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

Rossby Financial’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	$72.1K	Sell	1,340 -1,923	-59%	-$103K	0.01%	607
2026 Q1	$161K	Buy	3,263 +1,763	+118%	+$87.4K	0.03%	424
2025 Q4	$70.1K	Hold	1,500	–	–	0.02%	481
2025 Q3	$69K	Hold	1,500	–	–	0.02%	467
2025 Q2	$67.9K	Hold	1,500	–	–	0.03%	434
2025 Q1	$62.8K	Buy	+1,500	New	+$62.5K	0.03%	429

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 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Rossby Financial's DEM Position: Q2 2026 in Review

Rossby Financial reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 59% in Q2 2026, selling an estimated $103K and leaving 1,340 shares worth $72.1K. The position accounts for 0.01% of the portfolio, ranked #607.

Rossby Financial first reported a position in DEM in Q1 2025 and has held it in 6 quarters since. The position peaked at $161K in Q1 2026. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Rossby Financial held 1,340 shares of WisdomTree Emerging Markets High Dividend Fund worth $72.1K as of Q2 2026.
Rossby Financial sold 1,923 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $103K.
WisdomTree Emerging Markets High Dividend Fund made up 0.01% of Rossby Financial's portfolio in Q2 2026, its #607 holding.
Rossby Financial first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2025 and has held it in 6 quarters since.
Rossby Financial's WisdomTree Emerging Markets High Dividend Fund position peaked at $161K in Q1 2026.
370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.