HI
DEM icon

Harbour Investments’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Harbour Investments’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
Q1 		$133K Buy
2,686
+57
+2% +$2.83K ﹤0.01% 1770
2025
Q4 		$123K Buy
2,629
+16
+0.6% +$741 ﹤0.01% 1530
2025
Q3 		$120K Buy
2,613
+100
+4% +$4.62K ﹤0.01% 1496
2025
Q2 		$114K Buy
2,513
+265
+12% +$11.4K ﹤0.01% 1447
2025
Q1 		$94.6K Sell
2,248
-258
-10% -$10.7K ﹤0.01% 1461
2024
Q4 		$101K Buy
2,506
+43
+2% +$1.82K ﹤0.01% 1350
2024
Q3 		$108K Sell
2,463
-741
-23% -$32.1K ﹤0.01% 1277
2024
Q2 		$139K Buy
3,204
+69
+2% +$2.97K ﹤0.01% 1092
2024
Q1 		$131K Sell
3,135
-157
-5% -$6.4K ﹤0.01% 1095
2023
Q4 		$134K Buy
3,292
+229
+7% +$8.77K 0.01% 1019
2023
Q3 		$115K Buy
3,063
+46
+2% +$1.79K 0.01% 998
2023
Q2 		$115K Sell
3,017
-638
-17% -$24.5K 0.01% 994
2023
Q1 		$138K Sell
3,655
-391
-10% -$14.8K 0.01% 908
2022
Q4 		$144K Buy
4,046
+730
+22% +$25.3K 0.01% 853
2022
Q3 		$123K Hold
3,316
– – 0.01% 884
2022
Q2 		$123K Buy
+3,316
New +$135K 0.01% 884
2021
Q4 		$127K Sell
2,930
-3,199
-52% -$139K 0.01% 876
2021
Q3 		$267K Buy
6,129
+691
+13% +$31K 0.01% 880
2021
Q2 		$248K Sell
5,438
-112
-2% -$5.13K 0.01% 948
2021
Q1 		$246K Buy
+5,550
New +$239K 0.01% 883

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Harbour Investments's DEM Position: Q1 2026 in Review

Harbour Investments increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 2.2% in Q1 2026, buying an estimated $2.83K and bringing the position to 2,686 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

Harbour Investments first reported a position in DEM in Q1 2021 and has held it in 20 quarters since. The position peaked at $267K in Q3 2021. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

  • Harbour Investments held 2,686 shares of WisdomTree Emerging Markets High Dividend Fund worth $133K as of Q1 2026.
  • Harbour Investments bought 57 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2026, an estimated $2.83K.
  • WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1770 holding.
  • Harbour Investments first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's WisdomTree Emerging Markets High Dividend Fund position peaked at $267K in Q3 2021.
  • 351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.