WETS
DEM icon

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

Wealth Enhancement Trust 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 		$63.5K Sell
1,180
-317
-21% -$16.9K 0.01% 449
2026
Q1 		$74.4K Buy
1,497
+29
+2% +$1.44K 0.01% 396
2025
Q4 		$68.6K Buy
+1,468
New +$68K 0.01% 392

Other funds holding DEM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 21% in Q2 2026, selling an estimated $16.9K and leaving 1,180 shares worth $63.5K. The position accounts for 0.01% of the portfolio, ranked #449.

Wealth Enhancement Trust Services first reported a position in DEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $74.4K in Q1 2026. 301 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,180 shares of WisdomTree Emerging Markets High Dividend Fund worth $63.5K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 317 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $16.9K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #449 holding.
  • Wealth Enhancement Trust Services first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's WisdomTree Emerging Markets High Dividend Fund position peaked at $74.4K in Q1 2026.
  • 301 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

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