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

Summit Global Investments’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	$3.15M	Buy	58,580 +411	+0.7%	+$22K	0.17%	68
2026 Q1	$2.89M	Sell	58,169 -9,471	-14%	-$470K	0.17%	66
2025 Q4	$3.16M	Buy	67,640 +5,291	+8%	+$245K	0.19%	62
2025 Q3	$2.87M	Sell	62,349 -498	-0.8%	-$23K	0.17%	79
2025 Q2	$2.85M	Sell	62,847 -1,050	-2%	-$45.2K	0.17%	88
2025 Q1	$2.69M	Sell	63,897 -134,964	-68%	-$5.62M	0.2%	74
2024 Q4	$8.05M	Buy	+198,861	New	+$8.4M	0.5%	45

Other funds holding DEM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Summit Global Investments's DEM Position: Q2 2026 in Review

Summit Global Investments increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 0.71% in Q2 2026, buying an estimated $22K and bringing the position to 58,580 shares worth $3.15M. The position accounts for 0.17% of the portfolio, ranked #68.

Summit Global Investments first reported a position in DEM in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.05M in Q4 2024. 171 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Summit Global Investments held 58,580 shares of WisdomTree Emerging Markets High Dividend Fund worth $3.15M as of Q2 2026.
Summit Global Investments bought 411 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $22K.
WisdomTree Emerging Markets High Dividend Fund made up 0.17% of Summit Global Investments's portfolio in Q2 2026, its #68 holding.
Summit Global Investments first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2024 and has held it in 7 quarters since.
Summit Global Investments's WisdomTree Emerging Markets High Dividend Fund position peaked at $8.05M in Q4 2024.
171 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.