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

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

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. 371 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.
371 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.