Blueprint Investment Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Blueprint Investment Partners’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
2025 Q1	–	Sell	-6,003	Closed	-$243K	–	125
2024 Q4	$243K	Sell	6,003 -11,513	-66%	-$487K	0.04%	172
2024 Q3	$771K	Buy	+17,516	New	+$759K	0.14%	81
2023 Q3	–	Sell	-13,318	Closed	-$510K	–	115
2023 Q2	$510K	Buy	+13,318	New	+$512K	0.18%	80

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Blueprint Investment Partners's DEM Position: Q1 2025 in Review

Blueprint Investment Partners sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2025, closing a stake of 6,003 shares — an estimated $243K sold.

Blueprint Investment Partners first reported a position in DEM in Q2 2023 and held it in 3 quarters. The position peaked at $771K in Q3 2024. 306 funds tracked by Wall St. Rank hold DEM as of Q1 2025.

Blueprint Investment Partners reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2025 after selling out during the quarter.
Blueprint Investment Partners sold 6,003 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2025, an estimated $243K.
Blueprint Investment Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2023 and held it in 3 quarters.
Blueprint Investment Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $771K in Q3 2024.
306 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2025.

Based on Blueprint Investment Partners's 13F filing for Q1 2025, filed 12 May 2025.