Whipplewood Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Whipplewood Advisors’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	–	Sell	-1,396	Closed	-$69.4K	–	752
2026 Q1	$69.4K	Sell	1,396 -166	-11%	-$8.23K	0.04%	231
2025 Q4	$73K	Hold	1,562	–	–	0.05%	175
2025 Q3	$71.8K	Hold	1,562	–	–	0.05%	171
2025 Q2	$70.7K	Buy	1,562 +1,536	+5,908%	+$66.1K	0.04%	276
2025 Q1	$65.7K	Sell	26 -1,536	-98%	-$64K	0.04%	269
2024 Q4	$63.2K	Buy	+1,562	New	+$66K	0.04%	281

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 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Whipplewood Advisors's DEM Position: Q2 2026 in Review

Whipplewood Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2026, closing a stake of 1,396 shares — an estimated $69.4K sold.

Whipplewood Advisors first reported a position in DEM in Q4 2024 and held it in 6 quarters. The position peaked at $73K in Q4 2025. 371 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Whipplewood Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 1,396 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $69.4K.
Whipplewood Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2024 and held it in 6 quarters.
Whipplewood Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $73K in Q4 2025.
371 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.