GRP
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Global Retirement Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Global Retirement Partners’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
Q4 		$231K Buy
4,948
+1,168
+31% +$54.1K ﹤0.01% 1383
2025
Q3 		$174K Buy
3,780
+40
+1% +$1.85K ﹤0.01% 1248
2025
Q2 		$169K Buy
+3,740
New +$161K ﹤0.01% 1174
2024
Q4 		$149K Sell
3,691
-181
-5% -$7.65K ﹤0.01% 1082
2024
Q3 		$170K Sell
3,872
-132
-3% -$5.72K 0.01% 979
2024
Q2 		$173K Sell
4,004
-67
-2% -$2.88K 0.01% 945
2024
Q1 		$170K Buy
4,071
+20
+0.5% +$816 0.01% 850
2023
Q4 		$158K Buy
4,051
+48
+1% +$1.84K 0.01% 849
2023
Q3 		$146K Buy
4,003
+76
+2% +$2.96K 0.01% 788
2023
Q2 		$150K Sell
3,927
-451
-10% -$17.3K 0.01% 798
2023
Q1 		$165K Buy
4,378
+533
+14% +$20.1K 0.01% 739
2022
Q4 		$137K Buy
3,845
+2,530
+192% +$87.8K 0.01% 713
2022
Q3 		$42K Buy
1,315
+800
+155% +$29K ﹤0.01% 1085
2022
Q2 		$19K Sell
515
-72
-12% -$2.93K ﹤0.01% 1363
2022
Q1 		$24K Buy
587
+345
+143% +$15.3K ﹤0.01% 1281
2021
Q4 		$10K Hold
242
– – 0.01% 153
2021
Q3 		$11K Buy
+242
New +$10.9K ﹤0.01% 1386

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
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
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Global Retirement Partners's DEM Position: Q4 2025 in Review

Global Retirement Partners increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 31% in Q4 2025, buying an estimated $54.1K and bringing the position to 4,948 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Global Retirement Partners first reported a position in DEM in Q3 2021 and has held it in 17 quarters since. 352 funds tracked by Wall St. Rank hold DEM as of Q4 2025.

  • Global Retirement Partners held 4,948 shares of WisdomTree Emerging Markets High Dividend Fund worth $231K as of Q4 2025.
  • Global Retirement Partners bought 1,168 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2025, an estimated $54.1K.
  • WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1383 holding.
  • Global Retirement Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2021 and has held it in 17 quarters since.
  • 352 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.