Viewpoint Investment Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Viewpoint Investment Partners’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	$3.53M	Buy	65,600 +4,150	+7%	+$222K	1.22%	22
2026 Q1	$2.24M	Buy	61,450 +16,150	+36%	+$801K	1.04%	28
2025 Q4	$2.12M	Buy	+45,300	New	+$2.1M	1.01%	22

Other funds holding DEM

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

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Viewpoint Investment Partners's DEM Position: Q2 2026 in Review

Viewpoint Investment Partners increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 6.8% in Q2 2026, buying an estimated $222K and bringing the position to 65,600 shares worth $3.53M. The position accounts for 1.22% of the portfolio, ranked #22.

Viewpoint Investment Partners first reported a position in DEM in Q4 2025 and has held it in 3 quarters since. 162 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Viewpoint Investment Partners held 65,600 shares of WisdomTree Emerging Markets High Dividend Fund worth $3.53M as of Q2 2026.
Viewpoint Investment Partners bought 4,150 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $222K.
WisdomTree Emerging Markets High Dividend Fund made up 1.22% of Viewpoint Investment Partners's portfolio in Q2 2026, its #22 holding.
Viewpoint Investment Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2025 and has held it in 3 quarters since.
162 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Viewpoint Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.