Romano Brothers & Co’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Romano Brothers & Co’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 Q1	$624K	Hold	12,550	–	–	0.07%	205
2025 Q4	$586K	Hold	12,550	–	–	0.07%	214
2025 Q3	$577K	Sell	12,550 -2,500	-17%	-$116K	0.07%	212
2025 Q2	$682K	Buy	15,050 +200	+1%	+$8.61K	0.08%	195
2025 Q1	$625K	Buy	14,850 +200	+1%	+$8.33K	0.08%	196
2024 Q4	$593K	Hold	14,650	–	–	0.07%	197
2024 Q3	$645K	Sell	14,650 -300	-2%	-$13K	0.08%	192
2024 Q2	$647K	Hold	14,950	–	–	0.09%	185
2024 Q1	$626K	Hold	14,950	–	–	0.09%	187
2023 Q4	$608K	Buy	14,950 +700	+5%	+$26.8K	0.09%	179
2023 Q3	$534K	Hold	14,250	–	–	0.08%	195
2023 Q2	$545K	Buy	+14,250	New	+$548K	0.08%	200
2023 Q1	–	Sell	-2,725	Closed	-$97.1K	–	455
2022 Q4	$97.1K	Buy	+2,725	New	+$94.5K	0.01%	378

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Romano Brothers & Co's DEM Position: Q1 2026 in Review

Romano Brothers & Co held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q1 2026 at 12,550 shares worth $624K. The position accounts for 0.07% of the portfolio, ranked #205.

Romano Brothers & Co first reported a position in DEM in Q4 2022 and has held it in 13 quarters since. The position peaked at $682K in Q2 2025. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

Romano Brothers & Co held 12,550 shares of WisdomTree Emerging Markets High Dividend Fund worth $624K as of Q1 2026.
Romano Brothers & Co left its WisdomTree Emerging Markets High Dividend Fund share count unchanged in Q1 2026.
WisdomTree Emerging Markets High Dividend Fund made up 0.07% of Romano Brothers & Co's portfolio in Q1 2026, its #205 holding.
Romano Brothers & Co first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2022 and has held it in 13 quarters since.
Romano Brothers & Co's WisdomTree Emerging Markets High Dividend Fund position peaked at $682K in Q2 2025.
351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on Romano Brothers & Co's 13F filing for Q1 2026, filed 22 Apr 2026.