Root Financial Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Root Financial 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
2026 Q1	$2.83K	Sell	57 -8	-12%	-$397	﹤0.01%	2173
2025 Q4	$3.04K	Hold	65	–	–	﹤0.01%	1898
2025 Q3	$2.99K	Buy	+65	New	+$3K	﹤0.01%	1884

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

Root Financial Partners's DEM Position: Q1 2026 in Review

Root Financial Partners reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 12% in Q1 2026, selling an estimated $397 and leaving 57 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #2173.

Root Financial Partners first reported a position in DEM in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.04K in Q4 2025. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

Root Financial Partners held 57 shares of WisdomTree Emerging Markets High Dividend Fund worth $2.83K as of Q1 2026.
Root Financial Partners sold 8 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2026, an estimated $397.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2173 holding.
Root Financial Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2025 and has held it in 3 quarters since.
Root Financial Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $3.04K in Q4 2025.
351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.