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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

WealthPlan Investment Management's DEM Position: Q1 2026 in Review

WealthPlan Investment Management increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 11% in Q1 2026, buying an estimated $183K and bringing the position to 38,200 shares worth $1.9M. The position accounts for 0.11% of the portfolio, ranked #161.

WealthPlan Investment Management first reported a position in DEM in Q1 2022 and has held it in 10 quarters since. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

WealthPlan Investment Management held 38,200 shares of WisdomTree Emerging Markets High Dividend Fund worth $1.9M as of Q1 2026.
WealthPlan Investment Management bought 3,694 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2026, an estimated $183K.
WisdomTree Emerging Markets High Dividend Fund made up 0.11% of WealthPlan Investment Management's portfolio in Q1 2026, its #161 holding.
WealthPlan Investment Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2022 and has held it in 10 quarters since.
351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.