Envestnet Portfolio Solutions
DEM icon

Envestnet Portfolio Solutions’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Envestnet Portfolio Solutions’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
-5,599
Closed -$236K – 1546
2025
Q1 		$236K Buy
+5,599
New +$233K ﹤0.01% 1408
2024
Q4 		– Sell
-5,229
Closed -$230K – 1739
2024
Q3 		$230K Buy
5,229
+7
+0.1% +$303 ﹤0.01% 1569
2024
Q2 		$226K Buy
+5,222
New +$224K ﹤0.01% 1533
2024
Q1 		– Sell
-6,352
Closed -$258K – 1614
2023
Q4 		$258K Buy
+6,352
New +$243K ﹤0.01% 1373

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
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Portfolio Solutions's DEM Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2025, closing a stake of 5,599 shares — an estimated $236K sold.

Envestnet Portfolio Solutions first reported a position in DEM in Q4 2023 and held it in 4 quarters. The position peaked at $258K in Q4 2023. 324 funds tracked by Wall St. Rank hold DEM as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 5,599 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2025, an estimated $236K.
  • Envestnet Portfolio Solutions first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2023 and held it in 4 quarters.
  • Envestnet Portfolio Solutions's WisdomTree Emerging Markets High Dividend Fund position peaked at $258K in Q4 2023.
  • 324 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.