P
DEM icon

&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
Q2 		$9.7M Buy
180,226
+1,128
+0.6% +$60.3K 0.04% 389
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 $1.89T 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

&Partners's DEM Position: Q2 2026 in Review

&Partners increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 0.63% in Q2 2026, buying an estimated $60.3K and bringing the position to 180,226 shares worth $9.7M. The position accounts for 0.04% of the portfolio, ranked #389.

&Partners first reported a position in DEM in Q3 2024 and has held it in 8 quarters since. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • &Partners held 180,226 shares of WisdomTree Emerging Markets High Dividend Fund worth $9.7M as of Q2 2026.
  • &Partners bought 1,128 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $60.3K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.04% of &Partners's portfolio in Q2 2026, its #389 holding.
  • &Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2024 and has held it in 8 quarters since.
  • 370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.