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 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 $1.66T 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Cascade Financial Partners's DEM Position: Q1 2026 in Review

Cascade Financial Partners increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 0.69% in Q1 2026, buying an estimated $43.3K and bringing the position to 127,333 shares worth $6.33M. The position accounts for 0.65% of the portfolio, ranked #35.

Cascade Financial Partners first reported a position in DEM in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.67M in Q3 2024. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

Cascade Financial Partners held 127,333 shares of WisdomTree Emerging Markets High Dividend Fund worth $6.33M as of Q1 2026.
Cascade Financial Partners bought 874 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2026, an estimated $43.3K.
WisdomTree Emerging Markets High Dividend Fund made up 0.65% of Cascade Financial Partners's portfolio in Q1 2026, its #35 holding.
Cascade Financial Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $6.67M in Q3 2024.
351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.