Newbridge Financial Services Group
DEM icon

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
Q3 		$797K Sell
14,410
-510
-3% -$28K 0.09% 140
2026
Q2 		$803K Sell
14,920
-335
-2% -$17.9K 0.1% 140
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

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Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Newbridge Financial Services Group's DEM Position: Q3 2026 in Review

Newbridge Financial Services Group reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 3.4% in Q3 2026, selling an estimated $28K and leaving 14,410 shares worth $797K. The position accounts for 0.09% of the portfolio, ranked #140.

Newbridge Financial Services Group first reported a position in DEM in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.96M in Q3 2024. 333 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

  • Newbridge Financial Services Group held 14,410 shares of WisdomTree Emerging Markets High Dividend Fund worth $797K as of Q3 2026.
  • Newbridge Financial Services Group sold 510 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2026, an estimated $28K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.09% of Newbridge Financial Services Group's portfolio in Q3 2026, its #140 holding.
  • Newbridge Financial Services Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2021 and has held it in 22 quarters since.
  • Newbridge Financial Services Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.96M in Q3 2024.
  • 333 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.