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

SHP Wealth Management’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
Q1 		$745 Hold
15
– – ﹤0.01% 1539
2025
Q4 		$701 Buy
+15
New +$694 ﹤0.01% 1317

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $67.6B AUM 18.3% 1-Year Est. Return

SHP Wealth Management's DEM Position: Q1 2026 in Review

SHP Wealth Management held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q1 2026 at 15 shares worth $745. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

SHP Wealth Management first reported a position in DEM in Q4 2025 and has held it in 2 quarters since. 353 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

  • SHP Wealth Management held 15 shares of WisdomTree Emerging Markets High Dividend Fund worth $745 as of Q1 2026.
  • SHP Wealth Management left its WisdomTree Emerging Markets High Dividend Fund share count unchanged in Q1 2026.
  • WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1539 holding.
  • SHP Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2025 and has held it in 2 quarters since.
  • 353 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.