VestGen Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

VestGen 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 Q3	$1.53M	Buy	27,632 +4,184	+18%	+$229K	0.05%	342
2026 Q2	$1.26M	Buy	23,448 +3,572	+18%	+$191K	0.04%	402
2026 Q1	$1.07M	Buy	19,876 +4,720	+31%	+$234K	0.03%	438
2025 Q4	$708K	Buy	+15,156	New	+$702K	0.03%	419

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 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

VestGen Advisors's DEM Position: Q3 2026 in Review

VestGen Advisors increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 18% in Q3 2026, buying an estimated $229K and bringing the position to 27,632 shares worth $1.53M. The position accounts for 0.05% of the portfolio, ranked #342.

VestGen Advisors first reported a position in DEM in Q4 2025 and has held it in 4 quarters since. 248 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

VestGen Advisors held 27,632 shares of WisdomTree Emerging Markets High Dividend Fund worth $1.53M as of Q3 2026.
VestGen Advisors bought 4,184 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2026, an estimated $229K.
WisdomTree Emerging Markets High Dividend Fund made up 0.05% of VestGen Advisors's portfolio in Q3 2026, its #342 holding.
VestGen Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2025 and has held it in 4 quarters since.
248 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.