Prospera Financial Services’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Prospera Financial Services’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 Q4	–	Sell	-9,752	Closed	-$449K	–	1373
2025 Q3	$449K	Buy	9,752 +1,809	+23%	+$83.6K	0.01%	975
2025 Q2	$360K	Buy	7,943 +2,477	+45%	+$107K	0.01%	1030
2025 Q1	$230K	Buy	5,466 +507	+10%	+$21.1K	0.01%	1079
2024 Q4	$201K	Buy	+4,959	New	+$210K	﹤0.01%	1083
2022 Q2	–	Sell	-221	Closed	-$10K	–	1835
2022 Q1	$10K	Buy	+221	New	+$9.82K	﹤0.01%	2023

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

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Prospera Financial Services's DEM Position: Q4 2025 in Review

Prospera Financial Services sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2025, closing a stake of 9,752 shares — an estimated $449K sold.

Prospera Financial Services first reported a position in DEM in Q1 2022 and held it in 5 quarters. The position peaked at $449K in Q3 2025. 352 funds tracked by Wall St. Rank hold DEM as of Q4 2025.

Prospera Financial Services reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2025 after selling out during the quarter.
Prospera Financial Services sold 9,752 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2025, an estimated $449K.
Prospera Financial Services first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2022 and held it in 5 quarters.
Prospera Financial Services's WisdomTree Emerging Markets High Dividend Fund position peaked at $449K in Q3 2025.
352 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2025.

Based on Prospera Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.