MASECO Private Wealth’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

MASECO Private Wealth’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	$88.8K	Buy	1,787 +209	+13%	+$10.4K	﹤0.01%	125
2025 Q4	$73.6K	Buy	1,578 +426	+37%	+$19.7K	﹤0.01%	139
2025 Q3	$53K	Sell	1,152 -469	-29%	-$21.7K	﹤0.01%	88
2025 Q2	$73.3K	Buy	+1,621	New	+$69.8K	﹤0.01%	145

Other funds holding DEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

MASECO Private Wealth's DEM Position: Q1 2026 in Review

MASECO Private Wealth increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 13% in Q1 2026, buying an estimated $10.4K and bringing the position to 1,787 shares worth $88.8K. The position accounts for ﹤0.01% of the portfolio, ranked #125.

MASECO Private Wealth first reported a position in DEM in Q2 2025 and has held it in 4 quarters since. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

MASECO Private Wealth held 1,787 shares of WisdomTree Emerging Markets High Dividend Fund worth $88.8K as of Q1 2026.
MASECO Private Wealth bought 209 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2026, an estimated $10.4K.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #125 holding.
MASECO Private Wealth first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2025 and has held it in 4 quarters since.
351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.