Focus Partners Wealth
DEM icon

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

Focus Partners Wealth’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
Q2 		$3.95M Sell
73,375
-13,737
-16% -$734K ﹤0.01% 1061
2026
Q1 		$4.33M Sell
87,112
-22,016
-20% -$1.09M ﹤0.01% 985
2025
Q4 		$5.1M Sell
109,128
-167
-0.2% -$7.73K 0.01% 930
2025
Q3 		$5.03M Sell
109,295
-3,642
-3% -$168K 0.01% 744
2025
Q2 		$5.11M Sell
112,937
-3,636
-3% -$156K 0.01% 671
2025
Q1 		$4.91M Sell
116,573
-1,406
-1% -$58.6K 0.01% 632
2024
Q4 		$4.78M Buy
117,979
+10,761
+10% +$455K 0.01% 622
2024
Q3 		$4.72M Buy
107,218
+3,768
+4% +$163K 0.02% 573
2024
Q2 		$4.48M Buy
103,450
+78,705
+318% +$3.38M 0.02% 515
2024
Q1 		$1.03M Buy
24,745
+7,077
+40% +$289K 0.01% 590
2023
Q4 		$719K Buy
+17,668
New +$676K 0.01% 511

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Focus Partners Wealth's DEM Position: Q2 2026 in Review

Focus Partners Wealth reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 16% in Q2 2026, selling an estimated $734K and leaving 73,375 shares worth $3.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Focus Partners Wealth first reported a position in DEM in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.11M in Q2 2025. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • Focus Partners Wealth held 73,375 shares of WisdomTree Emerging Markets High Dividend Fund worth $3.95M as of Q2 2026.
  • Focus Partners Wealth sold 13,737 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $734K.
  • WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1061 holding.
  • Focus Partners Wealth first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's WisdomTree Emerging Markets High Dividend Fund position peaked at $5.11M in Q2 2025.
  • 370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.