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

Summit Financial’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 		$1.19M Sell
22,130
-332
-1% -$17.7K 0.01% 790
2026
Q1 		$1.12M Buy
22,462
+2,526
+13% +$125K 0.01% 736
2025
Q4 		$933K Buy
19,936
+2,814
+16% +$130K 0.01% 696
2025
Q3 		$787K Buy
+17,122
New +$791K 0.01% 725

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

Summit Financial's DEM Position: Q2 2026 in Review

Summit Financial reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 1.5% in Q2 2026, selling an estimated $17.7K and leaving 22,130 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #790.

Summit Financial first reported a position in DEM in Q3 2025 and has held it in 4 quarters since. 369 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • Summit Financial held 22,130 shares of WisdomTree Emerging Markets High Dividend Fund worth $1.19M as of Q2 2026.
  • Summit Financial sold 332 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $17.7K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.01% of Summit Financial's portfolio in Q2 2026, its #790 holding.
  • Summit Financial first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2025 and has held it in 4 quarters since.
  • 369 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.