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Crossmark Global Holdings’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Crossmark Global Holdings’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
-18,325
Closed -$843K – 1246
2025
Q3 		$843K Sell
18,325
-1,680
-8% -$77.6K 0.01% 688
2025
Q2 		$905K Sell
20,005
-3,109
-13% -$134K 0.01% 653
2025
Q1 		$970K Buy
+23,114
New +$963K 0.02% 616

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 $377B AUM 19.32% 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 $5.8B AUM 14.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Crossmark Global Holdings's DEM Position: Q4 2025 in Review

Crossmark Global Holdings sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2025, closing a stake of 18,325 shares — an estimated $843K sold.

Crossmark Global Holdings first reported a position in DEM in Q1 2025 and held it in 3 quarters. The position peaked at $970K in Q1 2025. 352 funds tracked by Wall St. Rank hold DEM as of Q4 2025.

  • Crossmark Global Holdings reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • Crossmark Global Holdings sold 18,325 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2025, an estimated $843K.
  • Crossmark Global Holdings first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2025 and held it in 3 quarters.
  • Crossmark Global Holdings's WisdomTree Emerging Markets High Dividend Fund position peaked at $970K in Q1 2025.
  • 352 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2025.

Based on Crossmark Global Holdings's 13F filing for Q4 2025, filed 3 Feb 2026.