EP Wealth Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

EP Wealth Advisors’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	$157K	Buy	+3,459	New	+$149K	﹤0.01%	1311

Other funds holding DEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

EP Wealth Advisors's DEM Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2025: 3,459 shares worth $157K. The stake represents ﹤0.01% of the portfolio and ranks #1311 among its holdings.

324 funds tracked by Wall St. Rank hold DEM as of Q2 2025.

EP Wealth Advisors held 3,459 shares of WisdomTree Emerging Markets High Dividend Fund worth $157K as of Q2 2025.
WisdomTree Emerging Markets High Dividend Fund was a new EP Wealth Advisors position in Q2 2025.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1311 holding.
324 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.