Team Financial Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Team Financial Group’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	–	Sell	-3,073	Closed	-$153K	–	98
2026 Q1	$153K	Sell	3,073 -152	-5%	-$7.54K	0.07%	63
2025 Q4	$151K	Buy	3,225 +26	+0.8%	+$1.2K	0.07%	57
2025 Q3	$147K	Buy	3,199 +52	+2%	+$2.4K	0.07%	54
2025 Q2	$143K	Buy	+3,147	New	+$135K	0.07%	47
2024 Q1	–	Sell	-1,642	Closed	-$66.8K	–	67
2023 Q4	$66.8K	Sell	1,642 -30	-2%	-$1.15K	0.05%	57
2023 Q3	$62.7K	Buy	+1,672	New	+$65K	0.05%	56

Other funds holding DEM

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

OPA

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

GHA

Good Harbor Advisors Gloucester, Massachusetts $102M AUM

VIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Team Financial Group's DEM Position: Q2 2026 in Review

Team Financial Group sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2026, closing a stake of 3,073 shares — an estimated $153K sold.

Team Financial Group first reported a position in DEM in Q3 2023 and held it in 6 quarters. The position peaked at $153K in Q1 2026. 81 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Team Financial Group reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2026 after selling out during the quarter.
Team Financial Group sold 3,073 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $153K.
Team Financial Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2023 and held it in 6 quarters.
Team Financial Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $153K in Q1 2026.
81 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.