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

Equitable 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
2026 Q1	$6.17M	Buy	132,104 +13,020	+11%	+$646K	0.04%	378
2025 Q4	$5.56M	Buy	119,084 +16,496	+16%	+$764K	0.04%	349
2025 Q3	$4.72M	Buy	102,588 +8,503	+9%	+$393K	0.03%	369
2025 Q2	$4.26M	Buy	94,085 +13,127	+16%	+$565K	0.04%	367
2025 Q1	$3.41M	Buy	80,958 +14,282	+21%	+$595K	0.03%	382
2024 Q4	$2.7M	Buy	66,676 +9,349	+16%	+$395K	0.03%	410
2024 Q3	$2.52M	Buy	57,327 +9,219	+19%	+$400K	0.02%	427
2024 Q2	$2.08M	Sell	48,108 -11,074	-19%	-$476K	0.02%	447
2024 Q1	$2.48M	Buy	59,182 +15,379	+35%	+$627K	0.03%	386
2023 Q4	$1.78M	Sell	43,803 -9,161	-17%	-$351K	0.02%	441
2023 Q3	$1.99M	Buy	52,964 +15,401	+41%	+$599K	0.03%	362
2023 Q2	$1.44M	Buy	37,563 +19,446	+107%	+$747K	0.02%	424
2023 Q1	$686K	Buy	18,117 +4,208	+30%	+$159K	0.01%	562
2022 Q4	$496K	Buy	13,909 +1,502	+12%	+$52.1K	0.01%	617
2022 Q3	$404K	Buy	12,407 +6,864	+124%	+$249K	0.01%	613
2022 Q2	$205K	Buy	+5,543	New	+$226K	﹤0.01%	813
2022 Q1	–	Sell	-4,815	Closed	-$209K	–	877
2021 Q4	$209K	Buy	+4,815	New	+$210K	﹤0.01%	818
2021 Q3	–	Sell	-4,874	Closed	-$223K	–	836
2021 Q2	$223K	Buy	+4,874	New	+$223K	﹤0.01%	754
2020 Q4	–	Sell	-22,028	Closed	-$776K	–	684
2020 Q3	$776K	Buy	22,028 +2,646	+14%	+$99.1K	0.02%	338
2020 Q2	$700K	Buy	19,382 +374	+2%	+$13.2K	0.02%	349
2020 Q1	$613K	Buy	19,008 +1,307	+7%	+$53K	0.02%	334
2019 Q4	$810K	Buy	+17,701	New	+$769K	0.02%	327

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

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

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

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Equitable Holdings's DEM Position: Q1 2026 in Review

Equitable Holdings increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 11% in Q1 2026, buying an estimated $646K and bringing the position to 132,104 shares worth $6.17M. The position accounts for 0.04% of the portfolio, ranked #378.

Equitable Holdings first reported a position in DEM in Q4 2019 and has held it in 22 quarters since. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

Equitable Holdings held 132,104 shares of WisdomTree Emerging Markets High Dividend Fund worth $6.17M as of Q1 2026.
Equitable Holdings bought 13,020 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2026, an estimated $646K.
WisdomTree Emerging Markets High Dividend Fund made up 0.04% of Equitable Holdings's portfolio in Q1 2026, its #378 holding.
Equitable Holdings first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2019 and has held it in 22 quarters since.
351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.