WealthPlan Investment Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

WealthPlan Investment Management’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	$2.14M	Buy	39,870 +1,670	+4%	+$89.2K	0.11%	159
2026 Q1	$1.9M	Buy	38,200 +3,694	+11%	+$183K	0.11%	161
2025 Q4	$1.61M	Buy	34,506 +1,595	+5%	+$73.8K	0.1%	157
2025 Q3	$1.51M	Sell	32,911 -588	-2%	-$27.2K	0.1%	150
2025 Q2	$1.52M	Sell	33,499 -207	-0.6%	-$8.91K	0.11%	148
2025 Q1	$1.42M	Sell	33,706 -5,654	-14%	-$236K	0.14%	118
2024 Q4	$1.59M	Sell	39,360 -623	-2%	-$26.3K	0.16%	112
2024 Q3	$1.76M	Buy	+39,983	New	+$1.73M	0.18%	104
2023 Q1	–	Sell	-46,278	Closed	-$1.76M	–	466
2022 Q4	$1.76M	Sell	46,278 -276	-0.6%	-$9.57K	0.12%	134
2022 Q3	$1.69M	Buy	+46,554	New	+$1.69M	0.12%	125
2022 Q1	$1.77M	Buy	+43,336	New	+$1.93M	0.12%	126

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

WealthPlan Investment Management's DEM Position: Q2 2026 in Review

WealthPlan Investment Management increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 4.4% in Q2 2026, buying an estimated $89.2K and bringing the position to 39,870 shares worth $2.14M. The position accounts for 0.11% of the portfolio, ranked #159.

WealthPlan Investment Management first reported a position in DEM in Q1 2022 and has held it in 11 quarters since. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

WealthPlan Investment Management held 39,870 shares of WisdomTree Emerging Markets High Dividend Fund worth $2.14M as of Q2 2026.
WealthPlan Investment Management bought 1,670 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $89.2K.
WisdomTree Emerging Markets High Dividend Fund made up 0.11% of WealthPlan Investment Management's portfolio in Q2 2026, its #159 holding.
WealthPlan Investment Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2022 and has held it in 11 quarters since.
370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.