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Legacy Bridge’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Legacy Bridge’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 		$79.5K Hold
1,600
– – 0.03% 183
2025
Q4 		$74.7K Hold
1,600
– – 0.03% 181
2025
Q3 		$73.6K Hold
1,600
– – 0.03% 180
2025
Q2 		$72.5K Hold
1,600
– – 0.03% 173
2025
Q1 		$67.3K Hold
1,600
– – 0.04% 172
2024
Q4 		$64.8K Hold
1,600
– – 0.03% 181
2024
Q3 		$70.4K Hold
1,600
– – 0.04% 177
2024
Q2 		$69.3K Hold
1,600
– – 0.04% 168
2024
Q1 		$66.9K Hold
1,600
– – 0.04% 183
2023
Q4 		$65.1K Sell
1,600
-1,500
-48% -$57.4K 0.04% 180
2023
Q3 		$116K Hold
3,100
– – 0.08% 158
2023
Q2 		$119K Hold
3,100
– – 0.08% 159
2023
Q1 		$117K Hold
3,100
– – 0.08% 162
2022
Q4 		$110K Hold
3,100
– – 0.08% 161
2022
Q3 		$101K Hold
3,100
– – 0.08% 159
2022
Q2 		$115K Hold
3,100
– – 0.08% 159
2022
Q1 		$136K Hold
3,100
– – 0.08% 161
2021
Q4 		$134K Hold
3,100
– – 0.07% 165
2021
Q3 		$135K Hold
3,100
– – 0.08% 159
2021
Q2 		$142K Hold
3,100
– – 0.08% 157
2021
Q1 		$138K Hold
3,100
– – 0.09% 152
2020
Q4 		$128K Hold
3,100
– – 0.09% 149
2020
Q3 		$109K Hold
3,100
– – 0.1% 144
2020
Q2 		$112K Hold
3,100
– – 0.12% 138
2020
Q1 		$100K Sell
3,100
-2,176
-41% -$88.2K 0.13% 140
2019
Q4 		$241K Buy
+5,276
New +$229K 0.2% 127

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

Legacy Bridge's DEM Position: Q1 2026 in Review

Legacy Bridge held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q1 2026 at 1,600 shares worth $79.5K. The position accounts for 0.03% of the portfolio, ranked #183.

Legacy Bridge first reported a position in DEM in Q4 2019 and has held it in 26 quarters since. The position peaked at $241K in Q4 2019. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

  • Legacy Bridge held 1,600 shares of WisdomTree Emerging Markets High Dividend Fund worth $79.5K as of Q1 2026.
  • Legacy Bridge left its WisdomTree Emerging Markets High Dividend Fund share count unchanged in Q1 2026.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.03% of Legacy Bridge's portfolio in Q1 2026, its #183 holding.
  • Legacy Bridge first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2019 and has held it in 26 quarters since.
  • Legacy Bridge's WisdomTree Emerging Markets High Dividend Fund position peaked at $241K in Q4 2019.
  • 351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.