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

WCG Wealth Advisors’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	$1.11M	Sell	20,599 -3,810	-16%	-$204K	0.03%	394
2026 Q1	$1.21M	Sell	24,409 -2,939	-11%	-$146K	0.03%	346
2025 Q4	$1.28M	Sell	27,348 -149,216	-85%	-$6.91M	0.04%	326
2025 Q3	$8.12M	Buy	176,564 +16,930	+11%	+$782K	0.51%	54
2025 Q2	$7.23M	Buy	159,634 +50,447	+46%	+$2.17M	0.47%	67
2025 Q1	$4.59M	Buy	109,187 +15,815	+17%	+$659K	0.35%	83
2024 Q4	$3.78M	Buy	93,372 +78,729	+538%	+$3.33M	0.25%	104
2024 Q3	$644K	Buy	+14,643	New	+$635K	0.04%	251

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

WCG Wealth Advisors's DEM Position: Q2 2026 in Review

WCG Wealth Advisors reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 16% in Q2 2026, selling an estimated $204K and leaving 20,599 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #394.

WCG Wealth Advisors first reported a position in DEM in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.12M in Q3 2025. 369 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

WCG Wealth Advisors held 20,599 shares of WisdomTree Emerging Markets High Dividend Fund worth $1.11M as of Q2 2026.
WCG Wealth Advisors sold 3,810 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $204K.
WisdomTree Emerging Markets High Dividend Fund made up 0.03% of WCG Wealth Advisors's portfolio in Q2 2026, its #394 holding.
WCG Wealth Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2024 and has held it in 8 quarters since.
WCG Wealth Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $8.12M in Q3 2025.
369 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

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