Three Bearings Fiduciary Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Three Bearings Fiduciary Advisors’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	$244K	Sell	4,541 -620	-12%	-$33.1K	0.22%	46
2026 Q1	$256K	Hold	5,161	–	–	0.25%	43
2025 Q4	$256K	Buy	+5,161	New	+$239K	0.24%	44

Other funds holding DEM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Three Bearings Fiduciary Advisors's DEM Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 12% in Q2 2026, selling an estimated $33.1K and leaving 4,541 shares worth $244K. The position accounts for 0.22% of the portfolio, ranked #46.

Three Bearings Fiduciary Advisors first reported a position in DEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $256K in Q1 2026. 229 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Three Bearings Fiduciary Advisors held 4,541 shares of WisdomTree Emerging Markets High Dividend Fund worth $244K as of Q2 2026.
Three Bearings Fiduciary Advisors sold 620 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $33.1K.
WisdomTree Emerging Markets High Dividend Fund made up 0.22% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #46 holding.
Three Bearings Fiduciary Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2025 and has held it in 3 quarters since.
Three Bearings Fiduciary Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $256K in Q1 2026.
229 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.