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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
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 $1.66T 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 $377B AUM 19.32% 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 $5.8B AUM 14.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Soltis Investment Advisors's DEM Position: Q1 2026 in Review

Soltis Investment Advisors reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 34% in Q1 2026, selling an estimated $127K and leaving 4,871 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #497.

Soltis Investment Advisors first reported a position in DEM in Q3 2025 and has held it in 3 quarters since. The position peaked at $351K in Q3 2025. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

  • Soltis Investment Advisors held 4,871 shares of WisdomTree Emerging Markets High Dividend Fund worth $242K as of Q1 2026.
  • Soltis Investment Advisors sold 2,554 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2026, an estimated $127K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.02% of Soltis Investment Advisors's portfolio in Q1 2026, its #497 holding.
  • Soltis Investment Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2025 and has held it in 3 quarters since.
  • Soltis Investment Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $351K in Q3 2025.
  • 351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.