Cadence Bank’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Cadence Bank’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 Q4	$621K	Sell	13,287 -72	-0.5%	-$3.33K	0.04%	214
2025 Q3	$614K	Sell	13,359 -13	-0.1%	-$601	0.04%	215
2025 Q2	$606K	Sell	13,372 -55	-0.4%	-$2.37K	0.04%	216
2025 Q1	$565K	Sell	13,427 -261	-2%	-$10.9K	0.04%	214
2024 Q4	$554K	Hold	13,688	–	–	0.04%	217
2024 Q3	$602K	Sell	13,688 -416	-3%	-$18K	0.04%	205
2024 Q2	$611K	Sell	14,104 -570	-4%	-$24.5K	0.05%	175
2024 Q1	$614K	Buy	14,674 +267	+2%	+$10.9K	0.04%	205
2023 Q4	$586K	Buy	14,407 +2,299	+19%	+$88K	0.05%	208
2023 Q3	$454K	Sell	12,108 -7	-0.1%	-$272	0.04%	226
2023 Q2	$464K	Buy	12,115 +7	+0.1%	+$269	0.04%	232
2023 Q1	$458K	Buy	12,108 +136	+1%	+$5.13K	0.04%	229
2022 Q4	$427K	Buy	11,972 +15	+0.1%	+$520	0.04%	240
2022 Q3	$389K	Buy	+11,957	New	+$433K	0.04%	233

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

KIM

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Cadence Bank's DEM Position: Q4 2025 in Review

Cadence Bank reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 0.54% in Q4 2025, selling an estimated $3.33K and leaving 13,287 shares worth $621K. The position accounts for 0.04% of the portfolio, ranked #214.

Cadence Bank first reported a position in DEM in Q3 2022 and has held it in 14 quarters since. 352 funds tracked by Wall St. Rank hold DEM as of Q4 2025.

Cadence Bank held 13,287 shares of WisdomTree Emerging Markets High Dividend Fund worth $621K as of Q4 2025.
Cadence Bank sold 72 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2025, an estimated $3.33K.
WisdomTree Emerging Markets High Dividend Fund made up 0.04% of Cadence Bank's portfolio in Q4 2025, its #214 holding.
Cadence Bank first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2022 and has held it in 14 quarters since.
352 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.