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

Summit Wealth Partners’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	$693K	Sell	12,881 -219	-2%	-$11.7K	0.1%	143
2026 Q1	$651K	Sell	13,100 -2,050	-14%	-$102K	0.1%	134
2025 Q4	$708K	Sell	15,150 -45	-0.3%	-$2.08K	0.13%	102
2025 Q3	$699K	Sell	15,195 -305	-2%	-$14.1K	0.13%	111
2025 Q2	$702K	Sell	15,500 -5,054	-25%	-$218K	0.13%	102
2025 Q1	$865K	Sell	20,554 -65	-0.3%	-$2.71K	0.18%	89
2024 Q4	$835K	Sell	20,619 -438	-2%	-$18.5K	0.17%	90
2024 Q3	$927K	Buy	21,057 +1,840	+10%	+$79.8K	0.18%	93
2024 Q2	$832K	Buy	19,217 +5,024	+35%	+$216K	0.17%	92
2024 Q1	$594K	Buy	14,193 +5,576	+65%	+$227K	0.13%	114
2023 Q4	$351K	Buy	+8,617	New	+$330K	0.08%	145

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 Wealth Partners's DEM Position: Q2 2026 in Review

Summit Wealth Partners reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 1.7% in Q2 2026, selling an estimated $11.7K and leaving 12,881 shares worth $693K. The position accounts for 0.1% of the portfolio, ranked #143.

Summit Wealth Partners first reported a position in DEM in Q4 2023 and has held it in 11 quarters since. The position peaked at $927K in Q3 2024. 188 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Summit Wealth Partners held 12,881 shares of WisdomTree Emerging Markets High Dividend Fund worth $693K as of Q2 2026.
Summit Wealth Partners sold 219 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $11.7K.
WisdomTree Emerging Markets High Dividend Fund made up 0.1% of Summit Wealth Partners's portfolio in Q2 2026, its #143 holding.
Summit Wealth Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2023 and has held it in 11 quarters since.
Summit Wealth Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $927K in Q3 2024.
188 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

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