Savant Capital’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Savant Capital’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	$260K	Buy	+5,043	New	+$269K	﹤0.01%	1598
2024 Q4	–	Sell	-6,776	Closed	-$298K	–	1442
2024 Q3	$298K	Buy	+6,776	New	+$294K	﹤0.01%	1093
2015 Q3	–	Sell	-18,114	Closed	-$787K	–	209
2015 Q2	$787K	Sell	18,114 -7,008	-28%	-$321K	0.26%	67
2015 Q1	$1.07M	Sell	25,122 -54,469	-68%	-$2.33M	0.38%	46
2014 Q4	$3.36M	Sell	79,591 -309,190	-80%	-$14M	1.27%	12
2014 Q3	$18.6M	Sell	388,781 -23,902	-6%	-$1.24M	7.9%	2
2014 Q2	$21.4M	Buy	412,683 +5,036	+1%	+$255K	9.25%	2
2014 Q1	$20M	Buy	407,647 +35,530	+10%	+$1.69M	9.27%	2
2013 Q4	$19M	Buy	372,117 +30,740	+9%	+$1.6M	9.31%	2
2013 Q3	$17.6M	Buy	341,377 +18,737	+6%	+$942K	9.61%	2
2013 Q2	$15.6M	Buy	+322,640	New	+$17.3M	9.05%	2

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

Savant Capital's DEM Position: Q2 2026 in Review

Savant Capital opened a new position in WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2026: 5,043 shares worth $260K. The stake represents ﹤0.01% of the portfolio and ranks #1598 among its holdings. This is a return to the name: Savant Capital previously reported a position in DEM as recently as Q3 2024.

Savant Capital first reported a position in DEM in Q2 2013 and has held it in 11 quarters since. The position peaked at $21.4M in Q2 2014. 369 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Savant Capital held 5,043 shares of WisdomTree Emerging Markets High Dividend Fund worth $260K as of Q2 2026.
WisdomTree Emerging Markets High Dividend Fund was a new Savant Capital position in Q2 2026.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1598 holding.
Savant Capital first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and has held it in 11 quarters since.
Savant Capital's WisdomTree Emerging Markets High Dividend Fund position peaked at $21.4M in Q2 2014.
369 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.