Visionary Horizons’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Visionary Horizons’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	$409K	Sell	7,400 -245	-3%	-$13.4K	0.16%	96
2026 Q2	$411K	Sell	7,645 -200	-3%	-$10.7K	0.17%	95
2026 Q1	$390K	Hold	7,845	–	–	0.19%	91
2025 Q4	$366K	Sell	7,845 -645	-8%	-$29.9K	0.19%	87
2025 Q3	$390K	Sell	8,490 -75	-0.9%	-$3.46K	0.22%	83
2025 Q2	$388K	Sell	8,565 -200	-2%	-$8.61K	0.25%	74
2025 Q1	$369K	Sell	8,765 -1,440	-14%	-$60K	0.26%	71
2024 Q4	$413K	Sell	10,205 -345	-3%	-$14.6K	0.27%	66
2024 Q3	$464K	Hold	10,550	–	–	0.31%	60
2024 Q2	$457K	Sell	10,550 -50	-0.5%	-$2.15K	0.33%	57
2024 Q1	$443K	Sell	10,600 -70	-0.7%	-$2.86K	0.34%	56
2023 Q4	$434K	Buy	+10,670	New	+$408K	0.35%	53

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

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Visionary Horizons's DEM Position: Q3 2026 in Review

Visionary Horizons reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 3.2% in Q3 2026, selling an estimated $13.4K and leaving 7,400 shares worth $409K. The position accounts for 0.16% of the portfolio, ranked #96.

Visionary Horizons first reported a position in DEM in Q4 2023 and has held it in 12 quarters since. The position peaked at $464K in Q3 2024. 251 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

Visionary Horizons held 7,400 shares of WisdomTree Emerging Markets High Dividend Fund worth $409K as of Q3 2026.
Visionary Horizons sold 245 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2026, an estimated $13.4K.
WisdomTree Emerging Markets High Dividend Fund made up 0.16% of Visionary Horizons's portfolio in Q3 2026, its #96 holding.
Visionary Horizons first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2023 and has held it in 12 quarters since.
Visionary Horizons's WisdomTree Emerging Markets High Dividend Fund position peaked at $464K in Q3 2024.
251 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.