Waverly Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.83M Sell
71,178
-2,563
-3% -$137K 0.02% 517
2026
Q1
$3.66M Sell
73,741
-748
-1% -$37.1K 0.03% 490
2025
Q4
$3.48M Sell
74,489
-600
-0.8% -$27.8K 0.03% 461
2025
Q3
$3.45M Sell
75,089
-1,387
-2% -$64.1K 0.03% 392
2025
Q2
$3.46M Sell
76,476
-943
-1% -$40.6K 0.04% 380
2025
Q1
$3.26M Sell
77,419
-888
-1% -$37K 0.04% 374
2024
Q4
$3.17M Sell
78,307
-4,884
-6% -$206K 0.05% 287
2024
Q3
$3.66M Sell
83,191
-1,541
-2% -$66.8K 0.07% 232
2024
Q2
$3.67M Sell
84,732
-1,649
-2% -$70.9K 0.07% 225
2024
Q1
$3.61M Buy
+86,381
New +$3.52M 0.09% 181
2014
Q2
Sell
-116
Closed -$6K 725
2014
Q1
$6K Buy
+116
New +$5.51K ﹤0.01% 509

Other funds holding DEM

Waverly Advisors's DEM Position: Q2 2026 in Review

Waverly Advisors reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 3.5% in Q2 2026, selling an estimated $137K and leaving 71,178 shares worth $3.83M. The position accounts for 0.02% of the portfolio, ranked #517.

Waverly Advisors first reported a position in DEM in Q1 2014 and has held it in 11 quarters since. 369 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • Waverly Advisors held 71,178 shares of WisdomTree Emerging Markets High Dividend Fund worth $3.83M as of Q2 2026.
  • Waverly Advisors sold 2,563 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $137K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #517 holding.
  • Waverly Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2014 and has held it in 11 quarters since.
  • 369 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.