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

Precedent Wealth 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
2025 Q3	–	Sell	-4,803	Closed	-$218K	–	171
2025 Q2	$218K	Sell	4,803 -93	-2%	-$4K	0.05%	165
2025 Q1	$206K	Sell	4,896 -12,397	-72%	-$516K	0.06%	152
2024 Q4	$700K	Buy	17,293 +4,153	+32%	+$175K	0.23%	105
2024 Q3	$578K	Sell	13,140 -755	-5%	-$32.7K	0.19%	105
2024 Q2	$602K	Sell	13,895 -5,745	-29%	-$247K	0.24%	94
2024 Q1	$822K	Sell	19,640 -7,310	-27%	-$298K	0.35%	75
2023 Q4	$1.1M	Buy	+26,950	New	+$1.03M	0.56%	39

Other funds holding DEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Precedent Wealth Partners's DEM Position: Q3 2025 in Review

Precedent Wealth Partners sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2025, closing a stake of 4,803 shares — an estimated $218K sold.

Precedent Wealth Partners first reported a position in DEM in Q4 2023 and held it in 7 quarters. The position peaked at $1.1M in Q4 2023. 319 funds tracked by Wall St. Rank hold DEM as of Q3 2025.

Precedent Wealth Partners reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2025 after selling out during the quarter.
Precedent Wealth Partners sold 4,803 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2025, an estimated $218K.
Precedent Wealth Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2023 and held it in 7 quarters.
Precedent Wealth Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.1M in Q4 2023.
319 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2025.

Based on Precedent Wealth Partners's 13F filing for Q3 2025, filed 14 Oct 2025.