SageView Advisory Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

SageView Advisory Group’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
2025 Q4	$398K	Hold	8,523	–	–	0.01%	407
2025 Q3	$392K	Hold	8,523	–	–	0.01%	435
2025 Q2	$390K	Hold	8,523	–	–	0.01%	429
2025 Q1	$359K	Hold	8,523	–	–	0.02%	420
2024 Q4	$345K	Hold	8,523	–	–	0.01%	415
2024 Q3	$375K	Sell	8,523 -452	-5%	-$19.6K	0.02%	346
2024 Q2	$389K	Buy	+8,975	New	+$386K	0.02%	381
2024 Q1	–	Sell	-10,570	Closed	-$423K	–	561
2023 Q4	$423K	Buy	10,570 +1,111	+12%	+$42.5K	0.02%	431
2023 Q3	$355K	Sell	9,459 -73	-0.8%	-$2.84K	0.02%	385
2023 Q2	$365K	Buy	9,532 +455	+5%	+$17.5K	0.02%	409
2023 Q1	$344K	Buy	9,077 +102	+1%	+$3.85K	0.02%	363
2022 Q4	$320K	Buy	+8,975	New	+$311K	0.03%	311

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

SageView Advisory Group's DEM Position: Q4 2025 in Review

SageView Advisory Group held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q4 2025 at 8,523 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #407.

SageView Advisory Group first reported a position in DEM in Q4 2022 and has held it in 12 quarters since. The position peaked at $423K in Q4 2023. 352 funds tracked by Wall St. Rank hold DEM as of Q4 2025.

SageView Advisory Group held 8,523 shares of WisdomTree Emerging Markets High Dividend Fund worth $398K as of Q4 2025.
SageView Advisory Group left its WisdomTree Emerging Markets High Dividend Fund share count unchanged in Q4 2025.
WisdomTree Emerging Markets High Dividend Fund made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #407 holding.
SageView Advisory Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $423K in Q4 2023.
352 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.