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 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%	-$2.85K	0.34%	56
2023 Q4	$434K	Buy	+10,670	New	+$408K	0.35%	53

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

Visionary Horizons's DEM Position: Q2 2026 in Review

Visionary Horizons reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 2.5% in Q2 2026, selling an estimated $10.7K and leaving 7,645 shares worth $411K. The position accounts for 0.17% of the portfolio, ranked #95.

Visionary Horizons first reported a position in DEM in Q4 2023 and has held it in 11 quarters since. The position peaked at $464K in Q3 2024. 371 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Visionary Horizons held 7,645 shares of WisdomTree Emerging Markets High Dividend Fund worth $411K as of Q2 2026.
Visionary Horizons sold 200 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $10.7K.
WisdomTree Emerging Markets High Dividend Fund made up 0.17% of Visionary Horizons's portfolio in Q2 2026, its #95 holding.
Visionary Horizons first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2023 and has held it in 11 quarters since.
Visionary Horizons's WisdomTree Emerging Markets High Dividend Fund position peaked at $464K in Q3 2024.
371 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.