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

Spire 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 Q2	$62.7K	Hold	1,165	–	–	﹤0.01%	1116
2026 Q1	$57.9K	Hold	1,165	–	–	﹤0.01%	1133
2025 Q4	$54.4K	Hold	1,165	–	–	﹤0.01%	1152
2025 Q3	$53.6K	Hold	1,165	–	–	﹤0.01%	1211
2025 Q2	$52.8K	Sell	1,165 -60	-5%	-$2.58K	﹤0.01%	1176
2025 Q1	$51.5K	Sell	1,225 -20	-2%	-$833	﹤0.01%	1271
2024 Q4	$50.4K	Hold	1,245	–	–	﹤0.01%	1280
2024 Q3	$54.8K	Hold	1,245	–	–	﹤0.01%	1103
2024 Q2	$53.9K	Buy	1,245 +588	+89%	+$25.3K	﹤0.01%	1091
2024 Q1	$27.5K	Hold	657	–	–	﹤0.01%	1411
2023 Q4	$25.5K	Buy	657 +18	+3%	+$689	﹤0.01%	1449
2023 Q3	$23.9K	Hold	639	–	–	﹤0.01%	1436
2023 Q2	$24.5K	Sell	639 -186	-23%	-$7.15K	﹤0.01%	1504
2023 Q1	$31.2K	Hold	825	–	–	﹤0.01%	1416
2022 Q4	$29K	Hold	825	–	–	﹤0.01%	1216
2022 Q3	$27K	Sell	825 -18	-2%	-$652	﹤0.01%	1202
2022 Q2	$31K	Sell	843 -304	-27%	-$12.4K	﹤0.01%	1487
2022 Q1	$50K	Buy	1,147 +3	+0.3%	+$133	﹤0.01%	1449
2021 Q4	$50K	Buy	1,144 +5	+0.4%	+$218	﹤0.01%	1733
2021 Q3	$50K	Buy	1,139 +7	+0.6%	+$314	﹤0.01%	1474
2021 Q2	$52K	Sell	1,132 -4,359	-79%	-$200K	﹤0.01%	1460
2021 Q1	$242K	Buy	+5,491	New	+$236K	0.01%	977

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

Spire Wealth Management's DEM Position: Q2 2026 in Review

Spire Wealth Management held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q2 2026 at 1,165 shares worth $62.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

Spire Wealth Management first reported a position in DEM in Q1 2021 and has held it in 22 quarters since. The position peaked at $242K in Q1 2021. 371 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Spire Wealth Management held 1,165 shares of WisdomTree Emerging Markets High Dividend Fund worth $62.7K as of Q2 2026.
Spire Wealth Management left its WisdomTree Emerging Markets High Dividend Fund share count unchanged in Q2 2026.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1116 holding.
Spire Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $242K in Q1 2021.
371 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.