UMB Bank’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

UMB Bank’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 Q1	$12.4K	Hold	250	–	–	﹤0.01%	1779
2025 Q4	$11.7K	Hold	250	–	–	﹤0.01%	1764
2025 Q3	$11.5K	Buy	+250	New	+$11.6K	﹤0.01%	1626
2023 Q2	–	Sell	-705	Closed	-$26.7K	–	1695
2023 Q1	$26.7K	Hold	705	–	–	﹤0.01%	1002
2022 Q4	$25K	Sell	705 -7,300	-91%	-$253K	﹤0.01%	1030
2022 Q3	$260K	Hold	8,005	–	–	﹤0.01%	542
2022 Q2	$296K	Hold	8,005	–	–	﹤0.01%	547
2022 Q1	$350K	Hold	8,005	–	–	﹤0.01%	536
2021 Q4	$347K	Buy	+8,005	New	+$349K	﹤0.01%	558

Other funds holding DEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UMB Bank's DEM Position: Q1 2026 in Review

UMB Bank held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q1 2026 at 250 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1779.

UMB Bank first reported a position in DEM in Q4 2021 and has held it in 9 quarters since. The position peaked at $350K in Q1 2022. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

UMB Bank held 250 shares of WisdomTree Emerging Markets High Dividend Fund worth $12.4K as of Q1 2026.
UMB Bank left its WisdomTree Emerging Markets High Dividend Fund share count unchanged in Q1 2026.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #1779 holding.
UMB Bank first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2021 and has held it in 9 quarters since.
UMB Bank's WisdomTree Emerging Markets High Dividend Fund position peaked at $350K in Q1 2022.
351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.