Great Diamond Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Great Diamond 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
2026 Q2	$1.1M	Buy	20,525 +52	+0.3%	+$2.78K	0.19%	115
2026 Q1	$1.02M	Buy	+20,473	New	+$1.02M	0.2%	113
2020 Q1	–	Sell	-8,065	Closed	-$369K	–	241
2019 Q4	$369K	Buy	+8,065	New	+$350K	0.14%	93

Other funds holding DEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Great Diamond Partners's DEM Position: Q2 2026 in Review

Great Diamond Partners increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 0.25% in Q2 2026, buying an estimated $2.78K and bringing the position to 20,525 shares worth $1.1M. The position accounts for 0.19% of the portfolio, ranked #115.

Great Diamond Partners first reported a position in DEM in Q4 2019 and has held it in 3 quarters since. 371 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Great Diamond Partners held 20,525 shares of WisdomTree Emerging Markets High Dividend Fund worth $1.1M as of Q2 2026.
Great Diamond Partners bought 52 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $2.78K.
WisdomTree Emerging Markets High Dividend Fund made up 0.19% of Great Diamond Partners's portfolio in Q2 2026, its #115 holding.
Great Diamond Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2019 and has held it in 3 quarters since.
371 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.