Pinnacle Associates’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Pinnacle Associates’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 Q3	$939K	Buy	+16,985	New	+$932K	0.01%	542
2021 Q2	–	Sell	-5,850	Closed	-$260K	–	768
2021 Q1	$260K	Sell	5,850 -700	-11%	-$30.1K	0.01%	653
2020 Q4	$269K	Sell	6,550 -720	-10%	-$27.6K	0.01%	617
2020 Q3	$256K	Sell	7,270 -35,010	-83%	-$1.31M	0.01%	595
2020 Q2	$1.53M	Sell	42,280 -100	-0.2%	-$3.52K	0.04%	309
2020 Q1	$1.37M	Buy	42,380 +1,075	+3%	+$43.6K	0.04%	298
2019 Q4	$1.89M	Buy	41,305 +200	+0.5%	+$8.69K	0.04%	316
2019 Q3	$1.7M	Buy	41,105 +135	+0.3%	+$5.78K	0.04%	326
2019 Q2	$1.83M	Buy	40,970 +9,115	+29%	+$399K	0.04%	318
2019 Q1	$1.4M	Buy	31,855 +15,650	+97%	+$676K	0.03%	358
2018 Q4	$651K	Buy	+16,205	New	+$664K	0.02%	463
2013 Q4	–	Sell	-4,843	Closed	-$250K	–	595
2013 Q3	$250K	Buy	+4,843	New	+$243K	0.01%	527

Other funds holding DEM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Pinnacle Associates's DEM Position: Q3 2026 in Review

Pinnacle Associates opened a new position in WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2026: 16,985 shares worth $939K. The stake represents 0.01% of the portfolio and ranks #542 among its holdings. This is a return to the name: Pinnacle Associates previously reported a position in DEM as recently as Q1 2021.

Pinnacle Associates first reported a position in DEM in Q3 2013 and has held it in 12 quarters since. The position peaked at $1.89M in Q4 2019. 244 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

Pinnacle Associates held 16,985 shares of WisdomTree Emerging Markets High Dividend Fund worth $939K as of Q3 2026.
WisdomTree Emerging Markets High Dividend Fund was a new Pinnacle Associates position in Q3 2026.
WisdomTree Emerging Markets High Dividend Fund made up 0.01% of Pinnacle Associates's portfolio in Q3 2026, its #542 holding.
Pinnacle Associates first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2013 and has held it in 12 quarters since.
Pinnacle Associates's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.89M in Q4 2019.
244 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.