Synergy Investment Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Synergy Investment 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	$182K	Sell	3,386 -2,696	-44%	-$144K	0.04%	180
2026 Q1	$302K	Buy	+6,082	New	+$302K	0.1%	108
2025 Q2	–	Sell	-1,672	Closed	-$70.4K	–	187
2025 Q1	$70.4K	Buy	1,672 +912	+120%	+$38K	0.03%	199
2024 Q4	$30.8K	Buy	+760	New	+$32.1K	0.01%	281

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

Synergy Investment Management's DEM Position: Q2 2026 in Review

Synergy Investment Management reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 44% in Q2 2026, selling an estimated $144K and leaving 3,386 shares worth $182K. The position accounts for 0.04% of the portfolio, ranked #180.

Synergy Investment Management first reported a position in DEM in Q4 2024 and has held it in 4 quarters since. The position peaked at $302K in Q1 2026. 371 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Synergy Investment Management held 3,386 shares of WisdomTree Emerging Markets High Dividend Fund worth $182K as of Q2 2026.
Synergy Investment Management sold 2,696 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $144K.
WisdomTree Emerging Markets High Dividend Fund made up 0.04% of Synergy Investment Management's portfolio in Q2 2026, its #180 holding.
Synergy Investment Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2024 and has held it in 4 quarters since.
Synergy Investment Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $302K in Q1 2026.
371 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.