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Waddell & Associates’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Waddell & Associates’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 		$779K Hold
14,478
– – 0.04% 166
2026
Q1 		$719K Buy
+14,478
New +$718K 0.04% 155

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Waddell & Associates's DEM Position: Q2 2026 in Review

Waddell & Associates held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q2 2026 at 14,478 shares worth $779K. The position accounts for 0.04% of the portfolio, ranked #166.

Waddell & Associates first reported a position in DEM in Q1 2026 and has held it in 2 quarters since. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • Waddell & Associates held 14,478 shares of WisdomTree Emerging Markets High Dividend Fund worth $779K as of Q2 2026.
  • Waddell & Associates left its WisdomTree Emerging Markets High Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.04% of Waddell & Associates's portfolio in Q2 2026, its #166 holding.
  • Waddell & Associates first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2026 and has held it in 2 quarters since.
  • 370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.