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Park Square Financial Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Park Square Financial 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
2025
Q3 		– Sell
-115
Closed -$5.21K – 428
2025
Q2 		$5.21K Buy
115
+11
+11% +$473 ﹤0.01% 731
2025
Q1 		$4.38K Hold
104
– – ﹤0.01% 763
2024
Q4 		$4.21K Buy
+104
New +$4.39K ﹤0.01% 733

Other funds holding DEM

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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Park Square Financial Group's DEM Position: Q3 2025 in Review

Park Square Financial Group sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2025, closing a stake of 115 shares — an estimated $5.21K sold.

Park Square Financial Group first reported a position in DEM in Q4 2024 and held it in 3 quarters. The position peaked at $5.21K in Q2 2025. 319 funds tracked by Wall St. Rank hold DEM as of Q3 2025.

  • Park Square Financial Group reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 115 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2025, an estimated $5.21K.
  • Park Square Financial Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $5.21K in Q2 2025.
  • 319 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.