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 Q2	–	Sell	-78	Closed	-$3.88K	–	421
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

WealthShield Partners's DEM Position: Q2 2026 in Review

WealthShield Partners sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2026, closing a stake of 78 shares — an estimated $3.88K sold.

WealthShield Partners first reported a position in DEM in Q4 2017 and held it in 17 quarters. The position peaked at $3.88K in Q1 2026. 371 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

WealthShield Partners reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 78 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $3.88K.
WealthShield Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2017 and held it in 17 quarters.
WealthShield Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $3.88K in Q1 2026.
371 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.