VisionPoint Advisory Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

VisionPoint Advisory Group’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	$811K	Buy	+14,655	New	+$804K	0.13%	176
2024 Q1	–	Sell	-1	Closed	-$41	–	803
2023 Q4	$6	Buy	+1	New	+$38	﹤0.01%	735
2023 Q2	–	Hold	0	–	–	–	638

Other funds holding DEM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Good Harbor Advisors Gloucester, Massachusetts $107M AUM 11.17% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

VisionPoint Advisory Group's DEM Position: Q3 2026 in Review

VisionPoint Advisory Group opened a new position in WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2026: 14,655 shares worth $811K. The stake represents 0.13% of the portfolio and ranks #176 among its holdings. This is a return to the name: VisionPoint Advisory Group previously reported a position in DEM as recently as Q4 2023.

VisionPoint Advisory Group first reported a position in DEM in Q4 2023 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

VisionPoint Advisory Group held 14,655 shares of WisdomTree Emerging Markets High Dividend Fund worth $811K as of Q3 2026.
WisdomTree Emerging Markets High Dividend Fund was a new VisionPoint Advisory Group position in Q3 2026.
WisdomTree Emerging Markets High Dividend Fund made up 0.13% of VisionPoint Advisory Group's portfolio in Q3 2026, its #176 holding.
VisionPoint Advisory Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2023 and has held it in 2 quarters since.
87 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.