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Wealthspire Advisors (New York)’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-490
Closed -$22.5K – 1483
2025
Q3 		$22.5K Buy
+490
New +$22.6K ﹤0.01% 1618
2019
Q1 		– Sell
-200
Closed -$8K – 229
2018
Q4 		$8K Buy
+200
New +$8.2K ﹤0.01% 550

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Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wealthspire Advisors (New York)'s DEM Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2025, closing a stake of 490 shares — an estimated $22.5K sold.

Wealthspire Advisors (New York) first reported a position in DEM in Q4 2018 and held it in 2 quarters. The position peaked at $22.5K in Q3 2025. 353 funds tracked by Wall St. Rank hold DEM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 490 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2025, an estimated $22.5K.
  • Wealthspire Advisors (New York) first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s WisdomTree Emerging Markets High Dividend Fund position peaked at $22.5K in Q3 2025.
  • 353 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.