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

AssuredPartners Investment 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	$9.28M	Buy	172,446 +2,142	+1%	+$114K	0.9%	21
2026 Q1	$8.45M	Buy	170,304 +2,922	+2%	+$145K	0.92%	22
2025 Q4	$7.82M	Buy	167,382 +15,213	+10%	+$704K	1.16%	18
2025 Q3	$7M	Buy	152,169 +4,159	+3%	+$192K	1.56%	17
2025 Q2	$6.7M	Buy	148,010 +23,425	+19%	+$1.01M	1.64%	16
2025 Q1	$5.24M	Buy	124,585 +12,823	+11%	+$534K	1.01%	20
2024 Q4	$4.53M	Buy	+111,762	New	+$4.72M	0.88%	25

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

AssuredPartners Investment Advisors's DEM Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 1.3% in Q2 2026, buying an estimated $114K and bringing the position to 172,446 shares worth $9.28M. The position accounts for 0.9% of the portfolio, ranked #21.

AssuredPartners Investment Advisors first reported a position in DEM in Q4 2024 and has held it in 7 quarters since. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

AssuredPartners Investment Advisors held 172,446 shares of WisdomTree Emerging Markets High Dividend Fund worth $9.28M as of Q2 2026.
AssuredPartners Investment Advisors bought 2,142 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $114K.
WisdomTree Emerging Markets High Dividend Fund made up 0.9% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #21 holding.
AssuredPartners Investment Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2024 and has held it in 7 quarters since.
370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.