Wealth Enhancement Advisory Services’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Wealth Enhancement Advisory Services’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	$25.9M	Buy	476,678 +41,904	+10%	+$2.3M	0.04%	409
2026 Q2	$23.4M	Buy	434,774 +41,470	+11%	+$2.22M	0.04%	396
2026 Q1	$19.1M	Sell	393,304 -76,184	-16%	-$3.78M	0.04%	412
2025 Q4	$22.3M	Buy	469,488 +41,409	+10%	+$1.92M	0.03%	451
2025 Q3	$19.5M	Buy	428,079 +26,790	+7%	+$1.24M	0.03%	458
2025 Q2	$18.5M	Buy	401,289 +20,390	+5%	+$878K	0.03%	440
2025 Q1	$16M	Buy	380,899 +18,658	+5%	+$777K	0.03%	458
2024 Q4	$14.7M	Buy	362,241 +18,642	+5%	+$788K	0.03%	457
2024 Q3	$15.1M	Buy	343,599 +23,360	+7%	+$1.01M	0.03%	412
2024 Q2	$13.9M	Sell	320,239 -17,312	-5%	-$744K	0.03%	407
2024 Q1	$14.1M	Sell	337,551 -5,372	-2%	-$219K	0.04%	388
2023 Q4	$14M	Sell	342,923 -19,300	-5%	-$739K	0.04%	366
2023 Q3	$13.6M	Buy	362,223 +220,942	+156%	+$8.59M	0.04%	344
2023 Q2	$5.41M	Buy	141,281 +10,179	+8%	+$391K	0.06%	127
2023 Q1	$4.96M	Buy	131,102 +72,581	+124%	+$2.74M	0.06%	136
2022 Q4	$2.26M	Buy	58,521 +43,033	+278%	+$1.49M	0.03%	166
2022 Q3	$521K	Buy	+15,488	New	+$561K	0.01%	273

Other funds holding DEM

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Old Port Advisors Portland, Maine $500M AUM 40.17% 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

Wealth Enhancement Advisory Services's DEM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 9.6% in Q3 2026, buying an estimated $2.3M and bringing the position to 476,678 shares worth $25.9M. The position accounts for 0.04% of the portfolio, ranked #409.

Wealth Enhancement Advisory Services first reported a position in DEM in Q3 2022 and has held it in 17 quarters since. 101 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

Wealth Enhancement Advisory Services held 476,678 shares of WisdomTree Emerging Markets High Dividend Fund worth $25.9M as of Q3 2026.
Wealth Enhancement Advisory Services bought 41,904 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2026, an estimated $2.3M.
WisdomTree Emerging Markets High Dividend Fund made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #409 holding.
Wealth Enhancement Advisory Services first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2022 and has held it in 17 quarters since.
101 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.