Wealth Enhancement Advisory Services
DEM icon

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
Q2 		$23.4M Buy
434,774
+41,470
+11% +$2.22M 0.04% 395
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

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
GHA
Good Harbor Advisors Gloucester, Massachusetts $102M AUM
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Wealth Enhancement Advisory Services's DEM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 11% in Q2 2026, buying an estimated $2.22M and bringing the position to 434,774 shares worth $23.4M. The position accounts for 0.04% of the portfolio, ranked #395.

Wealth Enhancement Advisory Services first reported a position in DEM in Q3 2022 and has held it in 16 quarters since. 66 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 434,774 shares of WisdomTree Emerging Markets High Dividend Fund worth $23.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 41,470 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $2.22M.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #395 holding.
  • Wealth Enhancement Advisory Services first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2022 and has held it in 16 quarters since.
  • 66 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.