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Bleakley Financial Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Bleakley Financial Group’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 		$690K Buy
12,831
+1,225
+11% +$65.4K 0.01% 734
2026
Q1 		$577K Buy
11,606
+807
+7% +$40K 0.01% 611
2025
Q4 		$504K Buy
+10,799
New +$500K 0.01% 581

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bleakley Financial Group's DEM Position: Q2 2026 in Review

Bleakley Financial Group increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 11% in Q2 2026, buying an estimated $65.4K and bringing the position to 12,831 shares worth $690K. The position accounts for 0.01% of the portfolio, ranked #734.

Bleakley Financial Group first reported a position in DEM in Q4 2025 and has held it in 3 quarters since. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • Bleakley Financial Group held 12,831 shares of WisdomTree Emerging Markets High Dividend Fund worth $690K as of Q2 2026.
  • Bleakley Financial Group bought 1,225 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $65.4K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #734 holding.
  • Bleakley Financial Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • 370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.