Cascade Financial Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Cascade Financial 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	$6.95M	Buy	129,281 +1,948	+2%	+$104K	0.6%	41
2026 Q1	$6.33M	Buy	127,333 +874	+0.7%	+$43.3K	0.65%	35
2025 Q4	$5.91M	Sell	126,459 -3,781	-3%	-$175K	0.6%	31
2025 Q3	$5.99M	Sell	130,240 -13,664	-9%	-$631K	0.69%	28
2025 Q2	$6.52M	Sell	143,904 -5	-0%	-$215	0.78%	26
2025 Q1	$6.06M	Sell	143,909 -6,614	-4%	-$276K	0.76%	26
2024 Q4	$6.09M	Sell	150,523 -3,662	-2%	-$155K	0.79%	25
2024 Q3	$6.67M	Buy	154,185 +1,163	+0.8%	+$50.4K	0.84%	22
2024 Q2	$6.63M	Buy	153,022 +890	+0.6%	+$38.3K	0.87%	20
2024 Q1	$6.35M	Buy	+152,132	New	+$6.2M	0.92%	20

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

Cascade Financial Partners's DEM Position: Q2 2026 in Review

Cascade Financial Partners increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 1.5% in Q2 2026, buying an estimated $104K and bringing the position to 129,281 shares worth $6.95M. The position accounts for 0.6% of the portfolio, ranked #41.

Cascade Financial Partners first reported a position in DEM in Q1 2024 and has held it in 10 quarters since. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Cascade Financial Partners held 129,281 shares of WisdomTree Emerging Markets High Dividend Fund worth $6.95M as of Q2 2026.
Cascade Financial Partners bought 1,948 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $104K.
WisdomTree Emerging Markets High Dividend Fund made up 0.6% of Cascade Financial Partners's portfolio in Q2 2026, its #41 holding.
Cascade Financial Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2024 and has held it in 10 quarters since.
370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.