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Soltis Investment Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Soltis Investment Advisors’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
-4,871
Closed -$242K – 664
2026
Q1 		$242K Sell
4,871
-2,554
-34% -$127K 0.02% 497
2025
Q4 		$347K Sell
7,425
-202
-3% -$9.35K 0.02% 379
2025
Q3 		$351K Buy
+7,627
New +$352K 0.02% 350

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

Soltis Investment Advisors's DEM Position: Q2 2026 in Review

Soltis Investment Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2026, closing a stake of 4,871 shares — an estimated $242K sold.

Soltis Investment Advisors first reported a position in DEM in Q3 2025 and held it in 3 quarters. The position peaked at $351K in Q3 2025. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • Soltis Investment Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • Soltis Investment Advisors sold 4,871 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $242K.
  • Soltis Investment Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2025 and held it in 3 quarters.
  • Soltis Investment Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $351K in Q3 2025.
  • 370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.