HighMark Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

HighMark Wealth Management’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	–	Sell	-478	Closed	-$22K	–	606
2025 Q3	$22K	Buy	478 +8	+2%	+$370	0.01%	229
2025 Q2	$21.3K	Buy	470 +6	+1%	+$258	0.01%	218
2025 Q1	$19.5K	Buy	464 +5	+1%	+$208	0.01%	200
2024 Q4	$18.6K	Buy	459 +2	+0.4%	+$85	0.01%	209
2024 Q3	$20.1K	Buy	457 +10	+2%	+$433	0.01%	207
2024 Q2	$19.3K	Buy	447 +7	+2%	+$301	0.01%	205
2024 Q1	$18.4K	Buy	440 +2	+0.5%	+$82	0.01%	208
2023 Q4	$17.8K	Buy	438 +4	+0.9%	+$153	0.01%	203
2023 Q3	$16.3K	Buy	434 +12	+3%	+$467	0.01%	201
2023 Q2	$16.1K	Buy	422 +8	+2%	+$308	0.01%	204
2023 Q1	$15.7K	Buy	414 +1	+0.2%	+$38	0.01%	235
2022 Q4	$14.7K	Buy	413 +5	+1%	+$173	0.01%	202
2022 Q3	$13K	Buy	408 +18	+5%	+$652	0.01%	201
2022 Q2	$14K	Buy	390 +8	+2%	+$326	0.01%	204
2022 Q1	$17K	Buy	382 +3	+0.8%	+$133	0.01%	191
2021 Q4	$16K	Buy	379 +6	+2%	+$261	0.01%	198
2021 Q3	$16K	Buy	373 +8	+2%	+$359	0.01%	198
2021 Q2	$17K	Buy	365 +5	+1%	+$229	0.01%	197
2021 Q1	$16K	Buy	360 +2	+0.6%	+$86	0.01%	185
2020 Q4	$15K	Buy	358 +2	+0.6%	+$77	0.01%	179
2020 Q3	$13K	Buy	356 +10	+3%	+$375	0.01%	192
2020 Q2	$13K	Buy	346 +4	+1%	+$141	0.01%	165
2020 Q1	$11K	Buy	342 +1	+0.3%	+$41	0.01%	145
2019 Q4	$15K	Buy	+341	New	+$14.8K	0.02%	157

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

HighMark Wealth Management's DEM Position: Q4 2025 in Review

HighMark Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2025, closing a stake of 478 shares — an estimated $22K sold.

HighMark Wealth Management first reported a position in DEM in Q4 2019 and held it in 24 quarters. The position peaked at $22K in Q3 2025. 353 funds tracked by Wall St. Rank hold DEM as of Q4 2025.

HighMark Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2025 after selling out during the quarter.
HighMark Wealth Management sold 478 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2025, an estimated $22K.
HighMark Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2019 and held it in 24 quarters.
HighMark Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $22K in Q3 2025.
353 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2025.

Based on HighMark Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.