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 Q3	$350K	Sell	6,330 -150	-2%	-$8.23K	0.1%	103
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%	-$4.4K	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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Old Port Advisors Portland, Maine $500M AUM 40.17% 1-Year Est. Return

Elevation Wealth Partners's DEM Position: Q3 2026 in Review

Elevation Wealth Partners reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 2.3% in Q3 2026, selling an estimated $8.23K and leaving 6,330 shares worth $350K. The position accounts for 0.1% of the portfolio, ranked #103.

Elevation Wealth Partners first reported a position in DEM in Q1 2023 and has held it in 15 quarters since. The position peaked at $455K in Q2 2024. 121 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

Elevation Wealth Partners held 6,330 shares of WisdomTree Emerging Markets High Dividend Fund worth $350K as of Q3 2026.
Elevation Wealth Partners sold 150 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2026, an estimated $8.23K.
WisdomTree Emerging Markets High Dividend Fund made up 0.1% of Elevation Wealth Partners's portfolio in Q3 2026, its #103 holding.
Elevation Wealth Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2023 and has held it in 15 quarters since.
Elevation Wealth Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $455K in Q2 2024.
121 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.