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 Q3	$3.15K	Buy	+57	New	+$3.13K	﹤0.01%	2418
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 New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Root Financial Partners's DEM Position: Q3 2026 in Review

Root Financial Partners opened a new position in WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2026: 57 shares worth $3.15K. The stake represents ﹤0.01% of the portfolio and ranks #2418 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DEM as recently as Q1 2026.

Root Financial Partners first reported a position in DEM in Q3 2025 and has held it in 4 quarters since. 333 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

Root Financial Partners held 57 shares of WisdomTree Emerging Markets High Dividend Fund worth $3.15K as of Q3 2026.
WisdomTree Emerging Markets High Dividend Fund was a new Root Financial Partners position in Q3 2026.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2418 holding.
Root Financial Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2025 and has held it in 4 quarters since.
333 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.