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Sunbeam Capital Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Sunbeam Capital Management’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 		$834K Buy
+15,502
New +$828K 0.38% 54

Other funds holding DEM

Commonwealth Equity Services
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
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Sunbeam Capital Management's DEM Position: Q2 2026 in Review

Sunbeam Capital Management opened a new position in WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2026: 15,502 shares worth $834K. The stake represents 0.38% of the portfolio and ranks #54 among its holdings.

162 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • Sunbeam Capital Management held 15,502 shares of WisdomTree Emerging Markets High Dividend Fund worth $834K as of Q2 2026.
  • WisdomTree Emerging Markets High Dividend Fund was a new Sunbeam Capital Management position in Q2 2026.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.38% of Sunbeam Capital Management's portfolio in Q2 2026, its #54 holding.
  • 162 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.