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NewSquare Capital’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

NewSquare Capital’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
Q2 		$1.92M Buy
35,653
+844
+2% +$45.1K 0.14% 124
2026
Q1 		$1.73M Buy
34,809
+1,439
+4% +$71.4K 0.15% 124
2025
Q4 		$1.56M Buy
33,370
+3,433
+11% +$159K 0.14% 115
2025
Q3 		$1.38M Buy
29,937
+689
+2% +$31.8K 0.09% 127
2025
Q2 		$1.32M Buy
29,248
+1,798
+7% +$77.4K 0.1% 117
2025
Q1 		$1.16M Buy
27,450
+322
+1% +$13.4K 0.09% 120
2024
Q4 		$1.1M Buy
27,128
+1,531
+6% +$64.7K 0.09% 120
2024
Q3 		$1.13M Buy
25,597
+122
+0.5% +$5.29K 0.09% 119
2024
Q2 		$1.1M Buy
25,475
+385
+2% +$16.5K 0.1% 114
2024
Q1 		$1.05M Buy
25,090
+6,290
+33% +$257K 0.09% 115
2023
Q4 		$765K Sell
18,800
-2,710
-13% -$104K 0.07% 123
2023
Q3 		$806K Buy
21,510
+150
+0.7% +$5.83K 0.09% 123
2023
Q2 		$817K Buy
21,360
+105
+0.5% +$4.04K 0.09% 121
2023
Q1 		$805K Buy
21,255
+965
+5% +$36.4K 0.1% 122
2022
Q4 		$723K Buy
20,290
+905
+5% +$31.4K 0.09% 122
2022
Q3 		$631K Buy
19,385
+695
+4% +$25.2K 0.08% 130
2022
Q2 		$692K Buy
18,690
+585
+3% +$23.8K 0.09% 124
2022
Q1 		$792K Buy
18,105
+5,305
+41% +$236K 0.08% 132
2021
Q4 		$554K Buy
12,800
+4,775
+60% +$208K 0.06% 137
2021
Q3 		$350K Buy
8,025
+790
+11% +$35.4K 0.04% 145
2021
Q2 		$330K Buy
7,235
+805
+13% +$36.9K 0.04% 142
2021
Q1 		$285K Buy
6,430
+930
+17% +$40K 0.04% 136
2020
Q4 		$226K Buy
5,500
+3,305
+151% +$127K 0.03% 142
2020
Q3 		$77K Buy
2,195
+885
+68% +$33.1K 0.01% 152
2020
Q2 		$47K Buy
+1,310
New +$46.1K 0.01% 172
2015
Q3 		– Sell
-35
Closed -$2K – 321
2015
Q2 		$2K Hold
35
– – ﹤0.01% 300
2015
Q1 		$1K Hold
35
– – ﹤0.01% 302
2014
Q4 		$1K Sell
35
-581
-94% -$26.4K ﹤0.01% 307
2014
Q3 		$29K Buy
+616
New +$32.1K 0.01% 186

Other funds holding DEM

Morgan Stanley
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

NewSquare Capital's DEM Position: Q2 2026 in Review

NewSquare Capital increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 2.4% in Q2 2026, buying an estimated $45.1K and bringing the position to 35,653 shares worth $1.92M. The position accounts for 0.14% of the portfolio, ranked #124.

NewSquare Capital first reported a position in DEM in Q3 2014 and has held it in 29 quarters since. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • NewSquare Capital held 35,653 shares of WisdomTree Emerging Markets High Dividend Fund worth $1.92M as of Q2 2026.
  • NewSquare Capital bought 844 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $45.1K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.14% of NewSquare Capital's portfolio in Q2 2026, its #124 holding.
  • NewSquare Capital first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2014 and has held it in 29 quarters since.
  • 370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.