RFP
DEM icon

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
Q2 		– Sell
-57
Closed -$2.83K – 1103
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Root Financial Partners's DEM Position: Q2 2026 in Review

Root Financial Partners sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2026, closing a stake of 57 shares — an estimated $2.83K sold.

Root Financial Partners first reported a position in DEM in Q3 2025 and held it in 3 quarters. The position peaked at $3.04K in Q4 2025. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • Root Financial Partners reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 57 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $2.83K.
  • Root Financial Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $3.04K in Q4 2025.
  • 370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.