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

Stonebridge 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 		$5.17M Buy
96,088
+478
+0.5% +$25.5K 4.63% 8
2026
Q1 		$4.75M Sell
95,610
-2,904
-3% -$144K 4.55% 8
2025
Q4 		$4.6M Sell
98,514
-4,094
-4% -$190K 4.35% 8
2025
Q3 		$4.72M Sell
102,608
-573
-0.6% -$26.5K 4.05% 9
2025
Q2 		$4.67M Buy
+103,181
New +$4.44M 4.41% 8

Other funds holding DEM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
GHA
Good Harbor Advisors Gloucester, Massachusetts $102M AUM
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

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

Stonebridge Wealth Management increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 0.5% in Q2 2026, buying an estimated $25.5K and bringing the position to 96,088 shares worth $5.17M. The position accounts for 4.63% of the portfolio, ranked #8.

Stonebridge Wealth Management first reported a position in DEM in Q2 2025 and has held it in 5 quarters since. 60 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • Stonebridge Wealth Management held 96,088 shares of WisdomTree Emerging Markets High Dividend Fund worth $5.17M as of Q2 2026.
  • Stonebridge Wealth Management bought 478 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $25.5K.
  • WisdomTree Emerging Markets High Dividend Fund made up 4.63% of Stonebridge Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Stonebridge Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2025 and has held it in 5 quarters since.
  • 60 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Stonebridge Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.