NAM
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NorthCrest Asset Manangement’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

NorthCrest Asset Manangement’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 		$316K Sell
5,858
-1,290
-18% -$68.9K 0.01% 726
2026
Q1 		$353K Buy
7,148
+2,149
+43% +$107K 0.01% 583
2025
Q4 		$236K Buy
+4,999
New +$231K 0.01% 739

Other funds holding DEM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
GHA
Good Harbor Advisors Gloucester, Massachusetts $102M AUM
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

NorthCrest Asset Manangement's DEM Position: Q2 2026 in Review

NorthCrest Asset Manangement reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 18% in Q2 2026, selling an estimated $68.9K and leaving 5,858 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #726.

NorthCrest Asset Manangement first reported a position in DEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $353K in Q1 2026. 60 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • NorthCrest Asset Manangement held 5,858 shares of WisdomTree Emerging Markets High Dividend Fund worth $316K as of Q2 2026.
  • NorthCrest Asset Manangement sold 1,290 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $68.9K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.01% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #726 holding.
  • NorthCrest Asset Manangement first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • NorthCrest Asset Manangement's WisdomTree Emerging Markets High Dividend Fund position peaked at $353K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.