WA
DEM icon

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

Wealth Alliance’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
Q1 		$520K Buy
10,459
+2,591
+33% +$128K 0.05% 289
2025
Q4 		$368K Hold
7,868
– – 0.04% 382
2025
Q3 		$362K Buy
+7,868
New +$364K 0.04% 374

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wealth Alliance's DEM Position: Q1 2026 in Review

Wealth Alliance increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 33% in Q1 2026, buying an estimated $128K and bringing the position to 10,459 shares worth $520K. The position accounts for 0.05% of the portfolio, ranked #289.

Wealth Alliance first reported a position in DEM in Q3 2025 and has held it in 3 quarters since. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

  • Wealth Alliance held 10,459 shares of WisdomTree Emerging Markets High Dividend Fund worth $520K as of Q1 2026.
  • Wealth Alliance bought 2,591 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2026, an estimated $128K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.05% of Wealth Alliance's portfolio in Q1 2026, its #289 holding.
  • Wealth Alliance first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2025 and has held it in 3 quarters since.
  • 351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.