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Cornerstone Planning Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Cornerstone Planning Group’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 		– Sell
-1,026
Closed -$51.6K – 1746
2025
Q3 		$51.6K Buy
1,026
+954
+1,325% +$44.1K 0.01% 334
2025
Q2 		$3.27K Buy
72
+1
+1% +$43 ﹤0.01% 827
2025
Q1 		$2.92K Sell
71
-268
-79% -$11.2K ﹤0.01% 887
2024
Q4 		$14K Buy
339
+1
+0.3% +$42 ﹤0.01% 365
2024
Q3 		$14.4K Buy
338
+8
+2% +$347 ﹤0.01% 355
2024
Q2 		$13.3K Buy
330
+5
+2% +$215 ﹤0.01% 380
2024
Q1 		$14K Hold
325
– – ﹤0.01% 346
2023
Q4 		$13.2K Sell
325
-483
-60% -$18.5K ﹤0.01% 381
2023
Q3 		$30.3K Sell
808
-348
-30% -$13.5K 0.01% 251
2023
Q2 		$44.2K Buy
+1,156
New +$44.4K 0.02% 265
2022
Q4 		$44.1K Buy
+1,156
New +$40.1K 0.02% 290

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Cornerstone Planning Group's DEM Position: Q4 2025 in Review

Cornerstone Planning Group sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2025, closing a stake of 1,026 shares — an estimated $51.6K sold.

Cornerstone Planning Group first reported a position in DEM in Q4 2022 and held it in 11 quarters. The position peaked at $51.6K in Q3 2025. 353 funds tracked by Wall St. Rank hold DEM as of Q4 2025.

  • Cornerstone Planning Group reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 1,026 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2025, an estimated $51.6K.
  • Cornerstone Planning Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2022 and held it in 11 quarters.
  • Cornerstone Planning Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $51.6K in Q3 2025.
  • 353 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.