BOK Financial Private Wealth’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

BOK Financial Private Wealth’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 Q3	–	Sell	-143	Closed	-$6.48K	–	398
2025 Q2	$6.48K	Buy	+143	New	+$6.15K	﹤0.01%	382
2019 Q1	–	Sell	-5,990	Closed	-$240K	–	126
2018 Q4	$240K	Hold	5,990	–	–	0.03%	112
2018 Q3	$262K	Hold	5,990	–	–	0.04%	83
2018 Q2	$257K	Hold	5,990	–	–	0.04%	86
2018 Q1	$286K	Hold	5,990	–	–	0.05%	84
2017 Q4	$272K	Hold	5,990	–	–	0.04%	99
2017 Q3	$258K	Buy	+5,990	New	+$258K	0.04%	101
2015 Q3	–	Sell	-104,404	Closed	-$4.53M	–	79
2015 Q2	$4.53M	Sell	104,404 -1,955	-2%	-$89.5K	0.75%	18
2015 Q1	$4.52M	Sell	106,359 -9,121	-8%	-$389K	0.75%	17
2014 Q4	$4.87M	Sell	115,480 -27,358	-19%	-$1.24M	0.79%	16
2014 Q3	$6.83M	Sell	142,838 -3,190	-2%	-$166K	1.14%	15
2014 Q2	$7.57M	Sell	146,028 -8,073	-5%	-$409K	1.26%	15
2014 Q1	$7.56M	Sell	154,101 -323,925	-68%	-$15.4M	1.32%	15
2013 Q4	$24.4M	Buy	478,026 +21,626	+5%	+$1.13M	4.4%	10
2013 Q3	$23.6M	Buy	456,400 +49,963	+12%	+$2.51M	4.74%	9
2013 Q2	$19.6M	Buy	+406,437	New	+$21.8M	4.24%	9

Other funds holding DEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BOK Financial Private Wealth's DEM Position: Q3 2025 in Review

BOK Financial Private Wealth sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2025, closing a stake of 143 shares — an estimated $6.48K sold.

BOK Financial Private Wealth first reported a position in DEM in Q2 2013 and held it in 16 quarters. The position peaked at $24.4M in Q4 2013. 319 funds tracked by Wall St. Rank hold DEM as of Q3 2025.

BOK Financial Private Wealth reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2025 after selling out during the quarter.
BOK Financial Private Wealth sold 143 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2025, an estimated $6.48K.
BOK Financial Private Wealth first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 16 quarters.
BOK Financial Private Wealth's WisdomTree Emerging Markets High Dividend Fund position peaked at $24.4M in Q4 2013.
319 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2025.

Based on BOK Financial Private Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.