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Narus Financial Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Narus Financial Partners’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
Q1 		– Sell
-5,536
Closed -$224K – 151
2024
Q4 		$224K Sell
5,536
-406
-7% -$17.2K 0.08% 137
2024
Q3 		$262K Sell
5,942
-900
-13% -$39K 0.09% 127
2024
Q2 		$296K Sell
6,842
-201
-3% -$8.64K 0.12% 109
2024
Q1 		$295K Buy
7,043
+314
+5% +$12.8K 0.13% 112
2023
Q4 		$274K Buy
+6,729
New +$258K 0.13% 109

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Creative Planning
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KIM
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UBS Group
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Envestnet Asset Management
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Narus Financial Partners's DEM Position: Q1 2025 in Review

Narus Financial Partners sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2025, closing a stake of 5,536 shares — an estimated $224K sold.

Narus Financial Partners first reported a position in DEM in Q4 2023 and held it in 5 quarters. The position peaked at $296K in Q2 2024. 304 funds tracked by Wall St. Rank hold DEM as of Q1 2025.

  • Narus Financial Partners reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Narus Financial Partners sold 5,536 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2025, an estimated $224K.
  • Narus Financial Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2023 and held it in 5 quarters.
  • Narus Financial Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $296K in Q2 2024.
  • 304 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2025.

Based on Narus Financial Partners's 13F filing for Q1 2025, filed 30 Apr 2025.