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Sage Mountain Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Sage Mountain Advisors’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
Q2 		– Sell
-151
Closed -$6.35K – 507
2025
Q1 		$6.35K Buy
+151
New +$6.29K ﹤0.01% 488

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sage Mountain Advisors's DEM Position: Q2 2025 in Review

Sage Mountain Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2025, closing a stake of 151 shares — an estimated $6.35K sold.

Sage Mountain Advisors first reported a position in DEM in Q1 2025 and held it in 1 quarter. The position peaked at $6.35K in Q1 2025. 324 funds tracked by Wall St. Rank hold DEM as of Q2 2025.

  • Sage Mountain Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Sage Mountain Advisors sold 151 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2025, an estimated $6.35K.
  • Sage Mountain Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2025 and held it in 1 quarter.
  • Sage Mountain Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $6.35K in Q1 2025.
  • 324 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2025.

Based on Sage Mountain Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.