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Mezzasalma Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Mezzasalma 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
2025
Q4 		– Sell
-7,054
Closed -$324K – 164
2025
Q3 		$324K Buy
+7,054
New +$326K 0.08% 125

Other funds holding DEM

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Mezzasalma Advisors's DEM Position: Q4 2025 in Review

Mezzasalma Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2025, closing a stake of 7,054 shares — an estimated $324K sold.

Mezzasalma Advisors first reported a position in DEM in Q3 2025 and held it in 1 quarter. The position peaked at $324K in Q3 2025. 353 funds tracked by Wall St. Rank hold DEM as of Q4 2025.

  • Mezzasalma Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • Mezzasalma Advisors sold 7,054 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2025, an estimated $324K.
  • Mezzasalma Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2025 and held it in 1 quarter.
  • Mezzasalma Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $324K in Q3 2025.
  • 353 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2025.

Based on Mezzasalma Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.