Coldstream Capital Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Coldstream Capital 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
2025 Q2	–	Sell	-106	Closed	-$4.46K	–	1684
2025 Q1	$4.46K	Buy	+106	New	+$4.42K	﹤0.01%	2752
2014 Q4	–	Sell	-4,895	Closed	-$234K	–	207
2014 Q3	$234K	Buy	4,895 +725	+17%	+$37.8K	0.07%	143
2014 Q2	$216K	Sell	4,170 -861	-17%	-$43.6K	0.06%	160
2014 Q1	$247K	Buy	5,031 +5	+0.1%	+$238	0.08%	137
2013 Q4	$256K	Buy	5,026 +491	+11%	+$25.6K	0.08%	133
2013 Q3	$234K	Sell	4,535 -2,327	-34%	-$117K	0.08%	140
2013 Q2	$332K	Buy	+6,862	New	+$368K	0.11%	109

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

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Coldstream Capital Management's DEM Position: Q2 2025 in Review

Coldstream Capital Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2025, closing a stake of 106 shares — an estimated $4.46K sold.

Coldstream Capital Management first reported a position in DEM in Q2 2013 and held it in 7 quarters. The position peaked at $332K in Q2 2013. 324 funds tracked by Wall St. Rank hold DEM as of Q2 2025.

Coldstream Capital Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2025 after selling out during the quarter.
Coldstream Capital Management sold 106 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2025, an estimated $4.46K.
Coldstream Capital Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 7 quarters.
Coldstream Capital Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $332K in Q2 2013.
324 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.