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&Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

&Partners’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 		$8.9M Sell
179,098
-1,620
-0.9% -$80.3K 0.04% 363
2025
Q4 		$8.45M Buy
180,718
+6,308
+4% +$292K 0.04% 348
2025
Q3 		$8.04M Buy
174,410
+8,999
+5% +$416K 0.05% 317
2025
Q2 		$7.49M Buy
165,411
+15,655
+10% +$674K 0.06% 285
2025
Q1 		$6.3M Buy
149,756
+11,130
+8% +$464K 0.07% 253
2024
Q4 		$5.6M Buy
138,626
+44,156
+47% +$1.87M 0.07% 256
2024
Q3 		$4.16M Buy
+94,470
New +$4.09M 0.08% 232

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

&Partners's DEM Position: Q1 2026 in Review

&Partners reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 0.9% in Q1 2026, selling an estimated $80.3K and leaving 179,098 shares worth $8.9M. The position accounts for 0.04% of the portfolio, ranked #363.

&Partners first reported a position in DEM in Q3 2024 and has held it in 7 quarters since. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

  • &Partners held 179,098 shares of WisdomTree Emerging Markets High Dividend Fund worth $8.9M as of Q1 2026.
  • &Partners sold 1,620 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2026, an estimated $80.3K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.04% of &Partners's portfolio in Q1 2026, its #363 holding.
  • &Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2024 and has held it in 7 quarters since.
  • 351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.