Strategic Investment Solutions’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Strategic Investment Solutions’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	$156K	Hold	2,900	–	–	0.04%	170
2026 Q1	$144K	Hold	2,900	–	–	0.03%	171
2025 Q4	$135K	Hold	2,900	–	–	0.03%	161
2025 Q3	$133K	Hold	2,900	–	–	0.04%	155
2025 Q2	$131K	Hold	2,900	–	–	0.04%	149
2025 Q1	$122K	Hold	2,900	–	–	0.04%	127
2024 Q4	$117K	Hold	2,900	–	–	0.04%	124
2024 Q3	$128K	Sell	2,900 -250	-8%	-$10.8K	0.04%	122
2024 Q2	$137K	Buy	+3,150	New	+$135K	0.04%	114
2023 Q4	$118K	Sell	2,900 -179,800	-98%	-$6.88M	0.02%	280
2023 Q3	$7.1M	Buy	182,700 +179,672	+5,934%	+$6.99M	0.09%	118
2023 Q2	$115K	Hold	3,028	–	–	0.02%	201
2023 Q1	$115K	Buy	+3,028	New	+$114K	0.02%	238

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

Strategic Investment Solutions's DEM Position: Q2 2026 in Review

Strategic Investment Solutions held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q2 2026 at 2,900 shares worth $156K. The position accounts for 0.04% of the portfolio, ranked #170.

Strategic Investment Solutions first reported a position in DEM in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.1M in Q3 2023. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Strategic Investment Solutions held 2,900 shares of WisdomTree Emerging Markets High Dividend Fund worth $156K as of Q2 2026.
Strategic Investment Solutions left its WisdomTree Emerging Markets High Dividend Fund share count unchanged in Q2 2026.
WisdomTree Emerging Markets High Dividend Fund made up 0.04% of Strategic Investment Solutions's portfolio in Q2 2026, its #170 holding.
Strategic Investment Solutions first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's WisdomTree Emerging Markets High Dividend Fund position peaked at $7.1M in Q3 2023.
370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.