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

Viewpoint 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 Q2	–	Sell	-580	Closed	-$28.8K	–	121
2026 Q1	$28.8K	Hold	580	–	–	0.01%	120
2025 Q4	$27.1K	Hold	580	–	–	0.01%	120
2025 Q3	$26.7K	Hold	580	–	–	0.01%	123
2025 Q2	$26.3K	Hold	580	–	–	0.01%	121
2025 Q1	$24.4K	Hold	580	–	–	0.01%	127
2024 Q4	$23.5K	Hold	580	–	–	0.01%	122
2024 Q3	$25.9K	Hold	580	–	–	0.01%	124
2024 Q2	$25.1K	Sell	580 -1,500	-72%	-$64.5K	0.02%	124
2024 Q1	$87K	Hold	2,080	–	–	0.06%	115
2023 Q4	$84.6K	Hold	2,080	–	–	0.06%	111
2023 Q3	$78K	Hold	2,080	–	–	0.06%	105
2023 Q2	$79.6K	Hold	2,080	–	–	0.06%	103
2023 Q1	$78.7K	Hold	2,080	–	–	0.07%	94
2022 Q4	$74.1K	Hold	2,080	–	–	0.07%	93
2022 Q3	$68K	Hold	2,080	–	–	0.07%	92
2022 Q2	$77K	Hold	2,080	–	–	0.07%	95
2022 Q1	$91K	Sell	2,080 -90	-4%	-$4K	0.07%	98
2021 Q4	$94K	Buy	+2,170	New	+$94.5K	0.07%	101

Other funds holding DEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KIM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Viewpoint Capital Management's DEM Position: Q2 2026 in Review

Viewpoint Capital Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2026, closing a stake of 580 shares — an estimated $28.8K sold.

Viewpoint Capital Management first reported a position in DEM in Q4 2021 and held it in 18 quarters. The position peaked at $94K in Q4 2021. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Viewpoint Capital Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2026 after selling out during the quarter.
Viewpoint Capital Management sold 580 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $28.8K.
Viewpoint Capital Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2021 and held it in 18 quarters.
Viewpoint Capital Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $94K in Q4 2021.
370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.