WhitTier Trust Company’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

WhitTier Trust Company’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 Q3	–	Sell	-601	Closed	-$27.2K	–	1340
2025 Q2	$27.2K	Buy	+601	New	+$25.9K	﹤0.01%	912
2020 Q3	–	Sell	-216	Closed	-$8K	–	968
2020 Q2	$8K	Sell	216 -150	-41%	-$5.28K	﹤0.01%	812
2020 Q1	$12K	Hold	366	–	–	﹤0.01%	763
2019 Q4	$17K	Hold	366	–	–	﹤0.01%	773
2019 Q3	$15K	Hold	366	–	–	﹤0.01%	773
2019 Q2	$16K	Hold	366	–	–	﹤0.01%	764
2019 Q1	$16K	Hold	366	–	–	﹤0.01%	759
2018 Q4	$15K	Hold	366	–	–	﹤0.01%	774
2018 Q3	$16K	Hold	366	–	–	﹤0.01%	773
2018 Q2	$16K	Hold	366	–	–	﹤0.01%	777
2018 Q1	$17K	Hold	366	–	–	﹤0.01%	775
2017 Q4	$17K	Hold	366	–	–	﹤0.01%	737
2017 Q3	$16K	Sell	366 -400	-52%	-$17.2K	﹤0.01%	730
2017 Q2	$31K	Hold	766	–	–	﹤0.01%	624
2017 Q1	$31K	Hold	766	–	–	﹤0.01%	614
2016 Q4	$29K	Sell	766 -1,625	-68%	-$60.6K	﹤0.01%	627
2016 Q3	$90K	Sell	2,391 -25	-1%	-$943	0.01%	441
2016 Q2	$86K	Sell	2,416 -3,925	-62%	-$136K	0.01%	443
2016 Q1	$221K	Sell	6,341 -1,041	-14%	-$32.5K	0.03%	324
2015 Q4	$233K	Sell	7,382 -8,809	-54%	-$302K	0.03%	319
2015 Q3	$542K	Sell	16,191 -4,693	-22%	-$178K	0.07%	233
2015 Q2	$907K	Sell	20,884 -2,509	-11%	-$115K	0.1%	203
2015 Q1	$995K	Sell	23,393 -756	-3%	-$32.3K	0.11%	189
2014 Q4	$1.02M	Sell	24,149 -9,140	-27%	-$415K	0.11%	180
2014 Q3	$1.59M	Sell	33,289 -25	-0.1%	-$1.3K	0.18%	119
2014 Q2	$1.73M	Sell	33,314 -3,859	-10%	-$195K	0.19%	118
2014 Q1	$1.82M	Sell	37,173 -9,933	-21%	-$472K	0.21%	105
2013 Q4	$2.4M	Sell	47,106 -945	-2%	-$49.2K	0.29%	83
2013 Q3	$2.48M	Sell	48,051 -2,494	-5%	-$125K	0.33%	83
2013 Q2	$2.44M	Buy	+50,545	New	+$2.71M	0.35%	75

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

KIM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WhitTier Trust Company's DEM Position: Q3 2025 in Review

WhitTier Trust Company sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2025, closing a stake of 601 shares — an estimated $27.2K sold.

WhitTier Trust Company first reported a position in DEM in Q2 2013 and held it in 30 quarters. The position peaked at $2.48M in Q3 2013. 319 funds tracked by Wall St. Rank hold DEM as of Q3 2025.

WhitTier Trust Company reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2025 after selling out during the quarter.
WhitTier Trust Company sold 601 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2025, an estimated $27.2K.
WhitTier Trust Company first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 30 quarters.
WhitTier Trust Company's WisdomTree Emerging Markets High Dividend Fund position peaked at $2.48M in Q3 2013.
319 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2025.

Based on WhitTier Trust Company's 13F filing for Q3 2025, filed 31 Oct 2025.