Pasadena Private Wealth’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Pasadena Private Wealth’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	$1.03M	Buy	19,215 +1,245	+7%	+$66.5K	0.13%	92
2026 Q1	$893K	Buy	17,970 +4,914	+38%	+$244K	0.12%	90
2025 Q4	$610K	Buy	13,056 +4,996	+62%	+$231K	0.08%	108
2025 Q3	$371K	Sell	8,060 -7	-0.1%	-$323	0.05%	143
2025 Q2	$365K	Buy	+8,067	New	+$347K	0.06%	132
2023 Q2	–	Sell	-8,821	Closed	-$334K	–	116
2023 Q1	$334K	Buy	+8,821	New	+$333K	0.1%	71

Other funds holding DEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Pasadena Private Wealth's DEM Position: Q2 2026 in Review

Pasadena Private Wealth increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 6.9% in Q2 2026, buying an estimated $66.5K and bringing the position to 19,215 shares worth $1.03M. The position accounts for 0.13% of the portfolio, ranked #92.

Pasadena Private Wealth first reported a position in DEM in Q1 2023 and has held it in 6 quarters since. 369 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Pasadena Private Wealth held 19,215 shares of WisdomTree Emerging Markets High Dividend Fund worth $1.03M as of Q2 2026.
Pasadena Private Wealth bought 1,245 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $66.5K.
WisdomTree Emerging Markets High Dividend Fund made up 0.13% of Pasadena Private Wealth's portfolio in Q2 2026, its #92 holding.
Pasadena Private Wealth first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2023 and has held it in 6 quarters since.
369 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.