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
2026 Q3	$219K	Hold	3,956	–	–	0.06%	166
2026 Q2	$213K	Buy	+3,956	New	+$211K	0.05%	170
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

Other funds holding DEM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Narus Financial Partners's DEM Position: Q3 2026 in Review

Narus Financial Partners held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q3 2026 at 3,956 shares worth $219K. The position accounts for 0.06% of the portfolio, ranked #166.

Narus Financial Partners first reported a position in DEM in Q4 2023 and has held it in 7 quarters since. The position peaked at $296K in Q2 2024. 276 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

Narus Financial Partners held 3,956 shares of WisdomTree Emerging Markets High Dividend Fund worth $219K as of Q3 2026.
Narus Financial Partners left its WisdomTree Emerging Markets High Dividend Fund share count unchanged in Q3 2026.
WisdomTree Emerging Markets High Dividend Fund made up 0.06% of Narus Financial Partners's portfolio in Q3 2026, its #166 holding.
Narus Financial Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2023 and has held it in 7 quarters since.
Narus Financial Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $296K in Q2 2024.
276 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on Narus Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.