BlueStem Wealth Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

BlueStem Wealth 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
2026 Q2	$902K	Buy	16,772 +644	+4%	+$34.4K	0.09%	65
2026 Q1	$801K	Buy	16,128 +728	+5%	+$36.1K	0.09%	67
2025 Q4	$719K	Buy	15,400 +2,922	+23%	+$135K	0.08%	67
2025 Q3	$574K	Buy	12,478 +3,781	+43%	+$175K	0.07%	66
2025 Q2	$394K	Buy	+8,697	New	+$374K	0.05%	74

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

BlueStem Wealth Partners's DEM Position: Q2 2026 in Review

BlueStem Wealth Partners increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 4% in Q2 2026, buying an estimated $34.4K and bringing the position to 16,772 shares worth $902K. The position accounts for 0.09% of the portfolio, ranked #65.

BlueStem Wealth Partners first reported a position in DEM in Q2 2025 and has held it in 5 quarters since. 371 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

BlueStem Wealth Partners held 16,772 shares of WisdomTree Emerging Markets High Dividend Fund worth $902K as of Q2 2026.
BlueStem Wealth Partners bought 644 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $34.4K.
WisdomTree Emerging Markets High Dividend Fund made up 0.09% of BlueStem Wealth Partners's portfolio in Q2 2026, its #65 holding.
BlueStem Wealth Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2025 and has held it in 5 quarters since.
371 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.