Elevation Wealth Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Elevation Wealth 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 Q2	$349K	Sell	6,480 -274	-4%	-$14.6K	0.1%	102
2026 Q1	$336K	Buy	6,754 +4	+0.1%	+$198	0.12%	91
2025 Q4	$315K	Sell	6,750 -745	-10%	-$34.5K	0.11%	95
2025 Q3	$345K	Sell	7,495 -171	-2%	-$7.9K	0.12%	90
2025 Q2	$347K	Sell	7,666 -1,591	-17%	-$68.5K	0.14%	85
2025 Q1	$390K	Sell	9,257 -528	-5%	-$22K	0.17%	77
2024 Q4	$396K	Sell	9,785 -28	-0.3%	-$1.18K	0.17%	75
2024 Q3	$432K	Sell	9,813 -698	-7%	-$30.3K	0.19%	74
2024 Q2	$455K	Sell	10,511 -17	-0.2%	-$731	0.22%	73
2024 Q1	$440K	Sell	10,528 -108	-1%	-$4.41K	0.22%	72
2023 Q4	$399K	Hold	10,636	–	–	0.24%	73
2023 Q3	$399K	Sell	10,636 -108	-1%	-$4.2K	0.34%	38
2023 Q2	$411K	Sell	10,744 -717	-6%	-$27.6K	0.35%	38
2023 Q1	$434K	Buy	+11,461	New	+$432K	0.4%	37

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

Elevation Wealth Partners's DEM Position: Q2 2026 in Review

Elevation Wealth Partners reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 4.1% in Q2 2026, selling an estimated $14.6K and leaving 6,480 shares worth $349K. The position accounts for 0.1% of the portfolio, ranked #102.

Elevation Wealth Partners first reported a position in DEM in Q1 2023 and has held it in 14 quarters since. The position peaked at $455K in Q2 2024. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Elevation Wealth Partners held 6,480 shares of WisdomTree Emerging Markets High Dividend Fund worth $349K as of Q2 2026.
Elevation Wealth Partners sold 274 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $14.6K.
WisdomTree Emerging Markets High Dividend Fund made up 0.1% of Elevation Wealth Partners's portfolio in Q2 2026, its #102 holding.
Elevation Wealth Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $455K in Q2 2024.
370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.