Vision Retirement’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Vision Retirement’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	$5.97K	Hold	111	–	–	﹤0.01%	493
2026 Q1	$5.52K	Hold	111	–	–	﹤0.01%	479
2025 Q4	$5.18K	Buy	+111	New	+$5.14K	﹤0.01%	475

Other funds holding DEM

Morgan Stanley New York $1.89T AUM 35.08% 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 $80B AUM 26.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vision Retirement's DEM Position: Q2 2026 in Review

Vision Retirement held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q2 2026 at 111 shares worth $5.97K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Vision Retirement first reported a position in DEM in Q4 2025 and has held it in 3 quarters since. 358 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Vision Retirement held 111 shares of WisdomTree Emerging Markets High Dividend Fund worth $5.97K as of Q2 2026.
Vision Retirement left its WisdomTree Emerging Markets High Dividend Fund share count unchanged in Q2 2026.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #493 holding.
Vision Retirement first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2025 and has held it in 3 quarters since.
358 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.