Whipplewood Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Whipplewood Advisors’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	$69.4K	Sell	1,396 -166	-11%	-$8.23K	0.04%	231
2025 Q4	$73K	Hold	1,562	–	–	0.05%	175
2025 Q3	$71.8K	Hold	1,562	–	–	0.05%	171
2025 Q2	$70.7K	Buy	1,562 +1,536	+5,908%	+$66.1K	0.04%	276
2025 Q1	$65.7K	Sell	26 -1,536	-98%	-$64K	0.04%	269
2024 Q4	$63.2K	Buy	+1,562	New	+$66K	0.04%	281

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

Whipplewood Advisors's DEM Position: Q1 2026 in Review

Whipplewood Advisors reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 11% in Q1 2026, selling an estimated $8.23K and leaving 1,396 shares worth $69.4K. The position accounts for 0.04% of the portfolio, ranked #231.

Whipplewood Advisors first reported a position in DEM in Q4 2024 and has held it in 6 quarters since. The position peaked at $73K in Q4 2025. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

Whipplewood Advisors held 1,396 shares of WisdomTree Emerging Markets High Dividend Fund worth $69.4K as of Q1 2026.
Whipplewood Advisors sold 166 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2026, an estimated $8.23K.
WisdomTree Emerging Markets High Dividend Fund made up 0.04% of Whipplewood Advisors's portfolio in Q1 2026, its #231 holding.
Whipplewood Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2024 and has held it in 6 quarters since.
Whipplewood Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $73K in Q4 2025.
351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.