Stonebridge Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Stonebridge Wealth Management’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	$5.36M	Buy	96,845 +757	+0.8%	+$41.5K	4.77%	8
2026 Q2	$5.17M	Buy	96,088 +478	+0.5%	+$25.5K	4.63%	8
2026 Q1	$4.75M	Sell	95,610 -2,904	-3%	-$144K	4.55%	8
2025 Q4	$4.6M	Sell	98,514 -4,094	-4%	-$190K	4.35%	8
2025 Q3	$4.72M	Sell	102,608 -573	-0.6%	-$26.5K	4.05%	9
2025 Q2	$4.67M	Buy	+103,181	New	+$4.44M	4.41%	8

Other funds holding DEM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

FDS

Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Stonebridge Wealth Management's DEM Position: Q3 2026 in Review

Stonebridge Wealth Management increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 0.79% in Q3 2026, buying an estimated $41.5K and bringing the position to 96,845 shares worth $5.36M. The position accounts for 4.77% of the portfolio, ranked #8.

Stonebridge Wealth Management first reported a position in DEM in Q2 2025 and has held it in 6 quarters since. 71 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

Stonebridge Wealth Management held 96,845 shares of WisdomTree Emerging Markets High Dividend Fund worth $5.36M as of Q3 2026.
Stonebridge Wealth Management bought 757 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2026, an estimated $41.5K.
WisdomTree Emerging Markets High Dividend Fund made up 4.77% of Stonebridge Wealth Management's portfolio in Q3 2026, its #8 holding.
Stonebridge Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2025 and has held it in 6 quarters since.
71 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on Stonebridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.