BWP
DEM icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

BlueStem Wealth Partners's DEM Position: Q1 2026 in Review

BlueStem Wealth Partners increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 4.7% in Q1 2026, buying an estimated $36.1K and bringing the position to 16,128 shares worth $801K. The position accounts for 0.09% of the portfolio, ranked #67.

BlueStem Wealth Partners first reported a position in DEM in Q2 2025 and has held it in 4 quarters since. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

  • BlueStem Wealth Partners held 16,128 shares of WisdomTree Emerging Markets High Dividend Fund worth $801K as of Q1 2026.
  • BlueStem Wealth Partners bought 728 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2026, an estimated $36.1K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.09% of BlueStem Wealth Partners's portfolio in Q1 2026, its #67 holding.
  • BlueStem Wealth Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2025 and has held it in 4 quarters since.
  • 351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.