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

Triumph 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 Q3	$78.4K	Hold	1,417	–	–	0.01%	560
2026 Q2	$76.2K	Hold	1,417	–	–	0.01%	553
2026 Q1	$70.4K	Hold	1,417	–	–	0.01%	545
2025 Q4	$66.2K	Buy	+1,417	New	+$65.6K	0.01%	544

Other funds holding DEM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Triumph Capital Management's DEM Position: Q3 2026 in Review

Triumph Capital Management held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q3 2026 at 1,417 shares worth $78.4K. The position accounts for 0.01% of the portfolio, ranked #560.

Triumph Capital Management first reported a position in DEM in Q4 2025 and has held it in 4 quarters since. 229 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

Triumph Capital Management held 1,417 shares of WisdomTree Emerging Markets High Dividend Fund worth $78.4K as of Q3 2026.
Triumph Capital Management left its WisdomTree Emerging Markets High Dividend Fund share count unchanged in Q3 2026.
WisdomTree Emerging Markets High Dividend Fund made up 0.01% of Triumph Capital Management's portfolio in Q3 2026, its #560 holding.
Triumph Capital Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2025 and has held it in 4 quarters since.
229 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.