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

Truist Financial’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	$270K	Buy	4,875 +113	+2%	+$6.2K	﹤0.01%	2572
2026 Q2	$256K	Buy	4,762 +46	+1%	+$2.46K	﹤0.01%	2627
2026 Q1	$234K	Buy	4,716 +433	+10%	+$21.5K	﹤0.01%	2554
2025 Q4	$200K	Buy	+4,283	New	+$198K	﹤0.01%	2610
2022 Q3	–	Sell	-6,048	Closed	-$224K	–	2557
2022 Q2	$224K	Sell	6,048 -289	-5%	-$11.8K	﹤0.01%	2392
2022 Q1	$278K	Buy	+6,337	New	+$282K	﹤0.01%	2369
2021 Q4	–	Sell	-4,791	Closed	-$209K	–	2763
2021 Q3	$209K	Sell	4,791 -606	-11%	-$27.2K	﹤0.01%	2539
2021 Q2	$247K	Buy	5,397 +188	+4%	+$8.61K	﹤0.01%	2486
2021 Q1	$231K	Buy	5,209 +91	+2%	+$3.91K	﹤0.01%	2438
2020 Q4	$210K	Sell	5,118 -2,664	-34%	-$102K	﹤0.01%	2361
2020 Q3	$274K	Sell	7,782 -93	-1%	-$3.48K	﹤0.01%	2079
2020 Q2	$285K	Sell	7,875 -11,841	-60%	-$417K	﹤0.01%	1979
2020 Q1	$636K	Sell	19,716 -17,352	-47%	-$703K	﹤0.01%	1445
2019 Q4	$1.7M	Buy	+37,068	New	+$1.61M	﹤0.01%	1203

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

Truist Financial's DEM Position: Q3 2026 in Review

Truist Financial increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 2.4% in Q3 2026, buying an estimated $6.2K and bringing the position to 4,875 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #2572.

Truist Financial first reported a position in DEM in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.7M in Q4 2019. 229 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

Truist Financial held 4,875 shares of WisdomTree Emerging Markets High Dividend Fund worth $270K as of Q3 2026.
Truist Financial bought 113 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2026, an estimated $6.2K.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #2572 holding.
Truist Financial first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2019 and has held it in 14 quarters since.
Truist Financial's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.7M in Q4 2019.
229 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.