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

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 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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. 371 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.
371 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.