Focus Partners Advisor Solutions’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Focus Partners Advisor 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 Q3	–	Sell	-8,593	Closed	-$389K	–	1167
2025 Q2	$389K	Sell	8,593 -646	-7%	-$27.8K	0.01%	752
2025 Q1	$389K	Buy	9,239 +3,192	+53%	+$133K	0.01%	663
2024 Q4	$245K	Sell	6,047 -3,603	-37%	-$152K	﹤0.01%	676
2024 Q3	$425K	Sell	9,650 -4,492	-32%	-$195K	0.01%	484
2024 Q2	$613K	Buy	14,142 +213	+2%	+$9.15K	0.02%	328
2024 Q1	$583K	Buy	13,929 +5,478	+65%	+$223K	0.02%	324
2023 Q4	$344K	Buy	+8,451	New	+$323K	0.02%	312

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

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

KIM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Focus Partners Advisor Solutions's DEM Position: Q3 2025 in Review

Focus Partners Advisor Solutions sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2025, closing a stake of 8,593 shares — an estimated $389K sold.

Focus Partners Advisor Solutions first reported a position in DEM in Q4 2023 and held it in 7 quarters. The position peaked at $613K in Q2 2024. 319 funds tracked by Wall St. Rank hold DEM as of Q3 2025.

Focus Partners Advisor Solutions reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2025 after selling out during the quarter.
Focus Partners Advisor Solutions sold 8,593 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2025, an estimated $389K.
Focus Partners Advisor Solutions first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2023 and held it in 7 quarters.
Focus Partners Advisor Solutions's WisdomTree Emerging Markets High Dividend Fund position peaked at $613K in Q2 2024.
319 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2025.

Based on Focus Partners Advisor Solutions's 13F filing for Q3 2025, filed 12 Nov 2025.