WealthShield Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

WealthShield 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 Q1	$3.88K	Hold	78	–	–	﹤0.01%	563
2025 Q4	$3.64K	Hold	78	–	–	﹤0.01%	536
2025 Q3	$3.59K	Hold	78	–	–	﹤0.01%	532
2025 Q2	$3.53K	Hold	78	–	–	﹤0.01%	522
2025 Q1	$3.28K	Hold	78	–	–	﹤0.01%	511
2024 Q4	$3.16K	Hold	78	–	–	﹤0.01%	470
2024 Q3	$3.43K	Hold	78	–	–	﹤0.01%	470
2024 Q2	$3.38K	Hold	78	–	–	﹤0.01%	446
2024 Q1	$3.26K	Hold	78	–	–	﹤0.01%	452
2023 Q4	$3.17K	Hold	78	–	–	﹤0.01%	456
2023 Q3	$2.92K	Hold	78	–	–	﹤0.01%	467
2023 Q2	$2.98K	Hold	78	–	–	﹤0.01%	473
2023 Q1	$2.95K	Buy	+78	New	+$2.94K	﹤0.01%	468
2018 Q4	–	Sell	-15	Closed	-$1K	–	244
2018 Q3	$1K	Hold	15	–	–	﹤0.01%	248
2018 Q2	$1K	Hold	15	–	–	﹤0.01%	233
2018 Q1	$1K	Hold	15	–	–	﹤0.01%	222
2017 Q4	$1K	Buy	+15	New	+$655	﹤0.01%	215

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

WealthShield Partners's DEM Position: Q1 2026 in Review

WealthShield Partners held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q1 2026 at 78 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

WealthShield Partners first reported a position in DEM in Q4 2017 and has held it in 17 quarters since. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

WealthShield Partners held 78 shares of WisdomTree Emerging Markets High Dividend Fund worth $3.88K as of Q1 2026.
WealthShield Partners 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 WealthShield Partners's portfolio in Q1 2026, its #563 holding.
WealthShield Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2017 and has held it in 17 quarters since.
351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.