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 Q3	$1.11M	Sell	20,120 -405	-2%	-$22.2K	0.19%	116
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Great Diamond Partners's DEM Position: Q3 2026 in Review

Great Diamond Partners reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 2% in Q3 2026, selling an estimated $22.2K and leaving 20,120 shares worth $1.11M. The position accounts for 0.19% of the portfolio, ranked #116.

Great Diamond Partners first reported a position in DEM in Q4 2019 and has held it in 4 quarters since. 230 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

Great Diamond Partners held 20,120 shares of WisdomTree Emerging Markets High Dividend Fund worth $1.11M as of Q3 2026.
Great Diamond Partners sold 405 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2026, an estimated $22.2K.
WisdomTree Emerging Markets High Dividend Fund made up 0.19% of Great Diamond Partners's portfolio in Q3 2026, its #116 holding.
Great Diamond Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2019 and has held it in 4 quarters since.
230 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.