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

SVB Wealth’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
-1,195
Closed -$50.3K – 801
2025
Q1 		$50.3K Buy
+1,195
New +$49.8K ﹤0.01% 542
2020
Q1 		– Sell
-2,064
Closed -$94K – 622
2019
Q4 		$94K Buy
+2,064
New +$89.7K ﹤0.01% 596

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

SVB Wealth's DEM Position: Q2 2025 in Review

SVB Wealth sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2025, closing a stake of 1,195 shares — an estimated $50.3K sold.

SVB Wealth first reported a position in DEM in Q4 2019 and held it in 2 quarters. The position peaked at $94K in Q4 2019. 324 funds tracked by Wall St. Rank hold DEM as of Q2 2025.

  • SVB Wealth reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 1,195 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2025, an estimated $50.3K.
  • SVB Wealth first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2019 and held it in 2 quarters.
  • SVB Wealth's WisdomTree Emerging Markets High Dividend Fund position peaked at $94K in Q4 2019.
  • 324 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.