Cherry Tree Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Cherry Tree Wealth Management’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	$48.2K	Sell	971 -48	-5%	-$2.38K	0.01%	273
2025 Q4	$47.6K	Hold	1,019	–	–	0.01%	270
2025 Q3	$46.8K	Hold	1,019	–	–	0.01%	263
2025 Q2	$46.1K	Hold	1,019	–	–	0.01%	263
2025 Q1	$42.9K	Hold	1,019	–	–	0.01%	269
2024 Q4	$41.2K	Hold	1,019	–	–	0.01%	267
2024 Q3	$44.8K	Hold	1,019	–	–	0.01%	267
2024 Q2	$44.1K	Hold	1,019	–	–	0.01%	256
2024 Q1	$42.6K	Hold	1,019	–	–	0.01%	260
2023 Q4	$41.4K	Sell	1,019 -202	-17%	-$7.73K	0.01%	251
2023 Q3	$45.7K	Hold	1,221	–	–	0.01%	235
2023 Q2	$46.7K	Buy	+1,221	New	+$46.9K	0.01%	233

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

Cherry Tree Wealth Management's DEM Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 4.7% in Q1 2026, selling an estimated $2.38K and leaving 971 shares worth $48.2K. The position accounts for 0.01% of the portfolio, ranked #273.

Cherry Tree Wealth Management first reported a position in DEM in Q2 2023 and has held it in 12 quarters since. 353 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

Cherry Tree Wealth Management held 971 shares of WisdomTree Emerging Markets High Dividend Fund worth $48.2K as of Q1 2026.
Cherry Tree Wealth Management sold 48 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2026, an estimated $2.38K.
WisdomTree Emerging Markets High Dividend Fund made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #273 holding.
Cherry Tree Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2023 and has held it in 12 quarters since.
353 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.