SFC
DEM icon

Strategic Financial Concepts’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Strategic Financial Concepts’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
-12,603
Closed -$626K – 252
2026
Q1 		$626K Sell
12,603
-68
-0.5% -$3.37K 0.15% 137
2025
Q4 		$592K Buy
+12,671
New +$587K 0.54% 46

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

Strategic Financial Concepts's DEM Position: Q2 2026 in Review

Strategic Financial Concepts sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2026, closing a stake of 12,603 shares — an estimated $626K sold.

Strategic Financial Concepts first reported a position in DEM in Q4 2025 and held it in 2 quarters. The position peaked at $626K in Q1 2026. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • Strategic Financial Concepts reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Concepts sold 12,603 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $626K.
  • Strategic Financial Concepts first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2025 and held it in 2 quarters.
  • Strategic Financial Concepts's WisdomTree Emerging Markets High Dividend Fund position peaked at $626K in Q1 2026.
  • 370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.