Wealthcare Advisory Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Wealthcare Advisory Partners’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	$1.44M	Buy	26,811 +2,442	+10%	+$130K	0.03%	429
2026 Q1	$1.21M	Buy	24,369 +913	+4%	+$45.3K	0.02%	469
2025 Q4	$1.1M	Sell	23,456 -257	-1%	-$11.9K	0.02%	490
2025 Q3	$1.09M	Sell	23,713 -605	-2%	-$28K	0.02%	483
2025 Q2	$1.1M	Buy	24,318 +5,524	+29%	+$238K	0.03%	458
2025 Q1	$791K	Sell	18,794 -244	-1%	-$10.2K	0.02%	490
2024 Q4	$771K	Buy	19,038 +10	+0.1%	+$423	0.02%	480
2024 Q3	$837K	Buy	19,028 +591	+3%	+$25.6K	0.02%	464
2024 Q2	$799K	Buy	18,437 +1,185	+7%	+$50.9K	0.02%	444
2024 Q1	$722K	Buy	17,252 +714	+4%	+$29.1K	0.02%	466
2023 Q4	$673K	Buy	16,538 +185	+1%	+$7.08K	0.03%	422
2023 Q3	$613K	Buy	16,353 +1,198	+8%	+$46.6K	0.03%	388
2023 Q2	$580K	Sell	15,155 -1,221	-7%	-$46.9K	0.03%	408
2023 Q1	$620K	Buy	16,376 +2,227	+16%	+$84K	0.03%	398
2022 Q4	$504K	Sell	14,149 -1,056	-7%	-$36.6K	0.02%	423
2022 Q3	$495K	Buy	15,205 +363	+2%	+$13.1K	0.03%	363
2022 Q2	$550K	Buy	14,842 +2,471	+20%	+$101K	0.03%	306
2022 Q1	$541K	Buy	12,371 +1,381	+13%	+$61.4K	0.03%	295
2021 Q4	$476K	Buy	10,990 +786	+8%	+$34.2K	0.03%	324
2021 Q3	$445K	Buy	10,204 +32	+0.3%	+$1.44K	0.03%	338
2021 Q2	$465K	Buy	10,172 +8,222	+422%	+$377K	0.03%	334
2021 Q1	$87K	Buy	+1,950	New	+$83.9K	0.01%	709
2020 Q2	–	Sell	-207	Closed	-$7K	–	541
2020 Q1	$7K	Sell	207 -1,191	-85%	-$48.3K	﹤0.01%	1004
2019 Q4	$64K	Buy	1,398 +144	+11%	+$6.26K	0.01%	492
2019 Q3	$52K	Buy	1,254 +418	+50%	+$17.9K	0.01%	523
2019 Q2	$37K	Buy	836 +87	+12%	+$3.81K	0.01%	571
2019 Q1	$33K	Sell	749 -899	-55%	-$38.8K	0.01%	551
2018 Q4	$66K	Sell	1,648 -1,219	-43%	-$50K	0.01%	380
2018 Q3	$125K	Sell	2,867 -194	-6%	-$8.44K	0.02%	296
2018 Q2	$131K	Sell	3,061 -198	-6%	-$9.06K	0.03%	282
2018 Q1	$156K	Buy	3,259 +325	+11%	+$15.5K	0.04%	224
2017 Q4	$133K	Buy	+2,934	New	+$128K	0.03%	223

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

Wealthcare Advisory Partners's DEM Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 10% in Q2 2026, buying an estimated $130K and bringing the position to 26,811 shares worth $1.44M. The position accounts for 0.03% of the portfolio, ranked #429.

Wealthcare Advisory Partners first reported a position in DEM in Q4 2017 and has held it in 32 quarters since. 369 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Wealthcare Advisory Partners held 26,811 shares of WisdomTree Emerging Markets High Dividend Fund worth $1.44M as of Q2 2026.
Wealthcare Advisory Partners bought 2,442 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $130K.
WisdomTree Emerging Markets High Dividend Fund made up 0.03% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #429 holding.
Wealthcare Advisory Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2017 and has held it in 32 quarters since.
369 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.