Halbert Hargrove Global Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Halbert Hargrove Global Advisors’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	$93.5K	Sell	1,739 -21	-1%	-$1.12K	﹤0.01%	161
2026 Q1	$87.5K	Hold	1,760	–	–	﹤0.01%	154
2025 Q4	$82.2K	Hold	1,760	–	–	﹤0.01%	155
2025 Q3	$80.9K	Hold	1,760	–	–	﹤0.01%	152
2025 Q2	$79.7K	Hold	1,760	–	–	﹤0.01%	125
2025 Q1	$74.1K	Hold	1,760	–	–	﹤0.01%	132
2024 Q4	$71.3K	Buy	+1,760	New	+$74.4K	﹤0.01%	129
2015 Q2	–	Sell	-16,860	Closed	-$717K	–	185
2015 Q1	$717K	Buy	16,860 +830	+5%	+$35.4K	0.23%	49
2014 Q4	$676K	Hold	16,030	–	–	0.34%	25
2014 Q3	$766K	Hold	16,030	–	–	0.21%	35
2014 Q2	$831K	Hold	16,030	–	–	0.25%	21
2014 Q1	$787K	Hold	16,030	–	–	0.24%	21
2013 Q4	$818K	Hold	16,030	–	–	0.25%	20
2013 Q3	$829K	Buy	16,030 +140	+0.9%	+$7.04K	0.27%	21
2013 Q2	$768K	Buy	+15,890	New	+$852K	0.28%	25

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

Halbert Hargrove Global Advisors's DEM Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 1.2% in Q2 2026, selling an estimated $1.12K and leaving 1,739 shares worth $93.5K. The position accounts for ﹤0.01% of the portfolio, ranked #161.

Halbert Hargrove Global Advisors first reported a position in DEM in Q2 2013 and has held it in 15 quarters since. The position peaked at $831K in Q2 2014. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Halbert Hargrove Global Advisors held 1,739 shares of WisdomTree Emerging Markets High Dividend Fund worth $93.5K as of Q2 2026.
Halbert Hargrove Global Advisors sold 21 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $1.12K.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #161 holding.
Halbert Hargrove Global Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and has held it in 15 quarters since.
Halbert Hargrove Global Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $831K in Q2 2014.
370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.