TFC Financial Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

TFC Financial 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 Q1	$82.8K	Sell	1,666 -285	-15%	-$14.1K	0.01%	221
2025 Q4	$91.1K	Buy	1,951 +803	+70%	+$37.2K	0.01%	217
2025 Q3	$52.8K	Hold	1,148	–	–	0.01%	266
2025 Q2	$52K	Hold	1,148	–	–	0.01%	260
2025 Q1	$48.3K	Buy	+1,148	New	+$47.8K	0.01%	260

Other funds holding DEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

TFC Financial Management's DEM Position: Q1 2026 in Review

TFC Financial Management reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 15% in Q1 2026, selling an estimated $14.1K and leaving 1,666 shares worth $82.8K. The position accounts for 0.01% of the portfolio, ranked #221.

TFC Financial Management first reported a position in DEM in Q1 2025 and has held it in 5 quarters since. The position peaked at $91.1K in Q4 2025. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

TFC Financial Management held 1,666 shares of WisdomTree Emerging Markets High Dividend Fund worth $82.8K as of Q1 2026.
TFC Financial Management sold 285 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2026, an estimated $14.1K.
WisdomTree Emerging Markets High Dividend Fund made up 0.01% of TFC Financial Management's portfolio in Q1 2026, its #221 holding.
TFC Financial Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2025 and has held it in 5 quarters since.
TFC Financial Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $91.1K in Q4 2025.
351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.