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Newbridge Financial Services Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Newbridge Financial Services Group’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 		$758K Sell
15,255
-716
-4% -$35.5K 0.12% 124
2025
Q4 		$746K Sell
15,971
-2,371
-13% -$110K 0.12% 127
2025
Q3 		$844K Sell
18,342
-3,970
-18% -$183K 0.13% 129
2025
Q2 		$1.01M Sell
22,312
-12,384
-36% -$533K 0.16% 106
2025
Q1 		$1.46M Sell
34,696
-2,244
-6% -$93.5K 0.35% 64
2024
Q4 		$1.5M Sell
36,940
-7,547
-17% -$319K 0.38% 57
2024
Q3 		$1.96M Buy
44,487
+2,307
+5% +$100K 0.69% 38
2024
Q2 		$1.83M Buy
42,180
+16,269
+63% +$699K 0.68% 31
2024
Q1 		$1.08M Buy
25,911
+10,694
+70% +$436K 0.47% 48
2023
Q4 		$619K Buy
15,217
+1,576
+12% +$60.3K 0.3% 79
2023
Q3 		$511K Buy
13,641
+6,425
+89% +$250K 0.26% 86
2023
Q2 		$276K Buy
7,216
+4,969
+221% +$191K 0.14% 158
2023
Q1 		$85.1K Buy
2,247
+804
+56% +$30.3K 0.05% 349
2022
Q4 		$51.4K Buy
1,443
+1,257
+676% +$43.6K 0.03% 457
2022
Q3 		$6K Buy
186
+60
+48% +$2.17K ﹤0.01% 998
2022
Q2 		$5K Buy
126
+2
+2% +$81 ﹤0.01% 1001
2022
Q1 		$5K Buy
124
+1
+0.8% +$44 ﹤0.01% 1094
2021
Q4 		$5K Buy
123
+2
+2% +$87 ﹤0.01% 1062
2021
Q3 		$5K Sell
121
-750
-86% -$33.6K ﹤0.01% 1005
2021
Q2 		$40K Buy
+871
New +$39.9K 0.02% 511

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

Newbridge Financial Services Group's DEM Position: Q1 2026 in Review

Newbridge Financial Services Group reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 4.5% in Q1 2026, selling an estimated $35.5K and leaving 15,255 shares worth $758K. The position accounts for 0.12% of the portfolio, ranked #124.

Newbridge Financial Services Group first reported a position in DEM in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.96M in Q3 2024. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

  • Newbridge Financial Services Group held 15,255 shares of WisdomTree Emerging Markets High Dividend Fund worth $758K as of Q1 2026.
  • Newbridge Financial Services Group sold 716 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2026, an estimated $35.5K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.12% of Newbridge Financial Services Group's portfolio in Q1 2026, its #124 holding.
  • Newbridge Financial Services Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2021 and has held it in 20 quarters since.
  • Newbridge Financial Services Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.96M in Q3 2024.
  • 351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.