Skip to content
Disclosery

DEM WISDOMTREE TR

Follow

EMER MKT HIGH FD (fund)

321 managers (326 13F filers) reported a position in DEM shares at 2025-06-30, 44,444,166 shares in all. 36 filers opened a position and 17 filers sold out during the quarter.

Managers
321
13F filers
326
New
36
Added
123
Reduced
104
Sold out
17
Shares held by filers
44,444,166

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY8,125,421$368M0.02%+137,19813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,580,798$253M0.02%-79,47213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,861,293$130M0.03%-137,18513F-HRTimelineGroup
LPL Financial LLC2,523,584$114M0.04%+468,56013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,322,519$105M0.03%-30,20613F-HRTimelineGroup
Creative Planningin group Creative Planning2,161,189$97.9M0.08%-21,66213F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,879,208$85.1M0.02%+41,90613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,571,638$71.2M+75,050Timeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,424,746$64.5M-867,635Timeline
COMMONWEALTH EQUITY SERVICES, LLC720,682$32.6M0.04%+18,24013F-HRTimeline
CWM, LLCin group CWM, LLC652,588$29.6M0.1%-16,80213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO619,107$28M<0.01%+26,03913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA617,610$28M0.01%+29,94513F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC592,480$26.8M0.01%+54,95913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV535,984$24.3M0.05%+41,70613F-HRTimeline
ASPIRIANT, LLC422,475$19.1M0.61%-17,28713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…401,289$18.5M0.03%+20,39013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP407,117$18.4M0.02%+1,20713F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…405,021$18.3M0.42%+24,75013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC386,617$17.5M0.04%+3,01513F-HRTimelineGroup
Cetera Investment Advisers382,493$17.3M0.03%-6,13713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…372,478$16.9M0.01%+26813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC352,246$16M0.02%+137,22813F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD311,419$14.1M0.03%013F-HRTimeline
Linscomb Wealth, Inc.285,552$12.9M0.59%-1,02013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp271,359$12.3M0.04%+79313F-HRTimelineGroup
Private Wealth Advisors, LLC255,213$11.6M4.54%+87,85113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.251,301$11.4M0.02%-11913F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…241,854$11M1.01%+23,39013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC240,428$10.9M0.36%+7,46313F-HRTimelineGroup
Valmark Advisers, Inc.232,722$10.5M0.15%+8,74513F-HRTimeline
ALLIANCEBERNSTEIN L.P.221,794$10M<0.01%-5,89413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…182,572$8.27M0.02%+54,12413F-HR/ATimelineGroup
Cornerstone Wealth Group, LLC170,458$7.72M0.58%-6,39313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.166,507$7.54M0.04%-10,55313F-HRTimeline
&PARTNERS165,411$7.49M0.06%+15,65513F-HRTimeline
Composition Wealth, LLC162,397$7.35M0.12%-16,10013F-HRTimeline
WCG Wealth Advisors LLC159,634$7.23M0.47%+50,44713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC154,035$6.98M0.01%new13F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC148,010$6.7M1.64%+23,42513F-HRTimeline
Cascade Financial Partners, LLC143,904$6.52M0.78%-513F-HRTimeline
D.A. DAVIDSON & CO.135,379$6.13M0.04%+2,42713F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC128,748$5.83M0.6%+10,96613F-HRTimelineGroup
Cheviot Value Management, LLC126,142$5.82M0.67%+2,33213F-HRTimeline
Empirical Financial Services, LLC d.b.a…125,718$5.69M0.13%+2,82713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding121,530$5.5M-4,282Timeline
Norris Financial Group, LLC119,253$5.4M2.21%-46,59513F-HRTimeline
Avos Capital Management, LLC117,624$5.33M3.04%+27,21813F-HRTimeline
COMERICA BANK117,162$5.31M0.02%-48013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.113,208$4.99M0.01%+49,68613F-HR/ATimelineGroup
TD PRIVATE CLIENT WEALTH LLC109,604$4.96M0.12%+6,25913F-HRTimeline
Orion Porfolio Solutions, LLC109,102$4.94M0.04%-8,17413F-HR/ATimeline
Vestmark Advisory Solutions, Inc.106,230$4.81M0.07%+63,93213F-HRTimeline
Stonebridge Wealth Management, LLC103,181$4.67M4.41%13F-HRTimeline
MML INVESTORS SERVICES, LLC99,242$4.5M0.01%+5,06013F-HRTimeline
Quantum Portfolio Management LLC95,822$4.34M2.07%+23,84113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.94,085$4.26M0.04%+13,12713F-HRTimelineGroup
Steward Partners Investment Advisory, L…80,745$3.66M0.03%+17213F-HRTimeline
Waverly Advisors, LLC76,476$3.46M0.04%-94313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS76,453$3.46M0.01%-26,18513F-HRTimeline
Baker Avenue Asset Management, LP69,237$3.14M0.09%-3,01413F-HRTimeline
Apeiron RIA LLC66,764$3.02M0.78%-2,62413F-HRTimeline
Eagle Strategies LLC65,151$2.95M0.45%-86,85913F-HRTimeline
Summit Global Investmentsin group Summit Global Investments62,847$2.85M0.17%-1,05013F-HRTimelineGroup
Janney Montgomery Scott LLC61,818$2.8M0.01%+18,47713F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC61,314$2.78M1.36%-55413F-HRTimeline
Investors Research Corp58,526$2.65M0.52%+9,62313F-HRTimeline
HighTower Advisors, LLC52,784$2.39M<0.01%+1,72313F-HRTimeline
Axis Wealth Partners, LLC52,236$2.37M1.55%+1,20613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP51,333$2.32M<0.01%+37213F-HR/ATimelineGroup
J.W. COLE ADVISORS, INC.51,093$2.31M0.05%+2,10113F-HRTimeline
Sanctuary Advisors, LLC49,026$2.22M0.01%+4,90113F-HRTimeline
Old Port Advisors48,355$2.19M0.6%+23,89213F-HRTimeline
FMR LLCin group FMR LLC48,271$2.19M<0.01%+4,90413F-HRTimelineGroup
GFS Advisors, LLC47,955$2.17M0.3%-5,40813F-HRTimeline
Advisory Services Network, LLC46,129$2.08M0.03%-1,72013F-HRTimeline
GREENLEAF TRUST45,198$2.05M0.02%-74513F-HRTimeline
Koshinski Asset Management, Inc.45,010$2.04M0.15%+1,46113F-HRTimeline
FFG RETIREMENT ADVISORS LLC41,233$1.87M1.17%+19013F-HRTimeline
Dynamic Advisor Solutions LLC40,704$1.84M0.06%-1,40413F-HRTimeline
Canandaigua National Trust Co of Florida38,906$1.76M1.25%+8,81913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/38,802$1.76M<0.01%+4,85113F-HRTimelineGroup
Endowment Wealth Management, Inc.37,403$1.69M0.87%-44313F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…36,554$1.66M0.15%013F-HRTimelineGroup
BEACON FINANCIAL GROUP35,212$1.59M0.17%-4,81613F-HRTimeline
Janney Capital Management LLC34,647$1.57M0.1%-21013F-HRTimeline
WealthPlan Investment Management, LLC33,499$1.52M0.11%-20713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp33,485$1.52M<0.01%+22,21713F-HRTimelineGroup
OLD MISSION CAPITAL LLC33,395$1.51M0.04%-248,08113F-HRTimeline
CX Institutional33,237$1.5M0.05%+43113F-HR/ATimeline
Mirador Capital Partners LP32,551$1.47M0.24%-1,67613F-HRTimeline
First City Capital Management, Inc.31,697$1.44M0.83%-55813F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC31,138$1.41M0.31%-65213F-HRTimeline
IFP Advisors, Inc31,132$1.41M0.04%-6,33713F-HRTimeline
McKinley Carter Wealth Services, Inc.29,542$1.34M0.07%-53813F-HRTimeline
NewSquare Capital LLC29,248$1.32M0.1%+1,79813F-HRTimeline
Qube Research & Technologies Ltd28,752$1.3M<0.01%-1,02113F-HRTimeline
Regal Investment Advisors LLC28,554$1.29M0.1%-58313F-HRTimeline
Integrated Wealth Concepts LLC28,363$1.28M0.01%+20,89113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP28,245$1.28M<0.01%013F-HRTimelineGroup
Sincerus Advisory, LLC27,022$1.25M1.17%+1,11513F-HRTimeline
Cambridge Investment Research Advisors,…27,154$1.23M<0.01%+74813F-HRTimeline
CW Advisors, LLC26,584$1.2M0.01%-20113F-HRTimeline
BNP PARIBASin group BNP PARIBAS26,361$1.19M0.04%+26013F-HRTimelineGroup
ISLAY CAPITAL MANAGEMENT, LLC26,004$1.18M0.76%+1,00013F-HRTimeline
Wealthfront Advisers LLC25,881$1.17M<0.01%+5,81113F-HRTimeline
Evanson Asset Management, LLC25,331$1.15M0.07%-7,85113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding25,329$1.15M+15,798Timeline
MBA Advisors LLC24,841$1.13M0.52%+2,66113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …24,318$1.1M0.03%+5,52413F-HRTimelineGroup
Independent Advisor Alliance23,130$1.05M0.03%new13F-HRTimeline
ERn Financial, LLC22,810$1.03M0.22%-27913F-HRTimeline
Camelot Portfolios, LLC22,463$1.02M0.61%-2,14713F-HRTimeline
NFSG Corp22,312$1.01M0.16%-12,38413F-HRTimeline
SHARPEPOINT LLC21,881$991K1.02%-2,13913F-HRTimeline
Rathbones Group PLC20,755$940K<0.01%+1,00013F-HRTimeline
Able Wealth Management LLC20,302$919K0.46%+5,39313F-HRTimeline
Crossmark Global Holdings, Inc.20,005$905K0.01%-3,10913F-HRTimeline
Element Wealth, LLC19,861$899K0.41%+1,65713F-HRTimeline
Next Level Private LLC18,659$845K0.28%+22513F-HRTimeline
SBI Securities Co., Ltd.18,506$838K0.02%-3,39313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC18,393$833K<0.01%+2,21413F-HRTimelineGroup
Fearless Solutions, LLC dba Best Invest17,316$784K0.55%+49513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC17,271$782K0.01%new13F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC17,016$771K0.07%-27213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC16,473$746K<0.01%+2,43513F-HRTimeline
Financial Engines Advisors L.L.C.16,083$728K<0.01%013F-HRTimeline
JNBA Financial Advisors15,902$720K0.07%-3,06213F-HRTimeline
Summit Wealth Partners, LLC15,500$702K0.13%-5,05413F-HRTimeline
Beacon Pointe Advisors, LLC15,316$694K0.01%+1,71413F-HRTimeline
ROMANO BROTHERS AND COMPANY15,050$682K0.08%+20013F-HRTimeline
ROTHSCHILD INVESTMENT LLC14,622$662K0.04%+3,60913F-HRTimeline
Atria Wealth Solutions, Inc.14,461$656K0.01%-69713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC14,466$655K<0.01%new13F-HRTimelineGroup
NORTHCAPE WEALTH MANAGEMENT, LLC14,415$653K0.2%-13313F-HRTimeline
J2 Capital Management Inc14,179$642K0.51%new13F-HRTimeline
GTS SECURITIES LLC14,172$642K0.03%+3,42413F-HRTimeline
Barnes Wealth Management Group, Inc13,940$631K0.37%+34813F-HRTimeline
Cadence Bank13,372$606K0.04%-5513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP12,907$585K0.01%-42013F-HRTimeline
Financial Partners Group, Inc12,450$564K0.08%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,045$544K<0.01%+1,22313F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP11,938$541K0.04%+1,72113F-HRTimeline
ALTFEST L J & CO INC11,223$508K0.06%-32613F-HRTimeline
Private Advisor Group, LLC11,223$508K<0.01%-6513F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.11,042$500K0.35%013F-HRTimeline
Berger Financial Group, Inc10,865$492K0.03%+68213F-HRTimeline
Rockingstone Advisors LLC10,700$485K0.25%013F-HRTimeline
Portland Financial Advisors Inc10,699$485K1.16%013F-HRTimeline
Collaborative Wealth Managment Inc.10,680$484K0.21%+4,03613F-HRTimeline
Total Clarity Wealth Management, Inc.10,644$482K0.14%-1,31413F-HRTimeline
LANARK FINANCIAL, INC.10,555$478K0.04%-38813F-HRTimeline
Arkadios Wealth Advisors10,486$475K0.01%+4,84913F-HRTimeline
World Investment Advisors10,475$474K0.01%+62813F-HRTimeline
Advisor Resource Council10,430$472K0.23%013F-HRTimeline
Atria Investments, Inc10,414$472K0.01%+44413F-HRTimeline
PRIVATE TRUST CO NA9,990$452K0.04%+96213F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC9,804$444K0.42%+3,28213F-HRTimeline
AlphaCore Capital LLC9,722$440K0.02%+1,65713F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT9,648$437K0.03%-3,56213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,402$426K0.01%-2,57413F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/9,368$424K<0.01%+42913F-HR/ATimelineGroup
Gateway Wealth Partners, LLC9,337$423K0.08%+1,81413F-HRTimeline
Key Financial Inc9,290$421K0.08%+313F-HRTimeline
McNamara Financial Services, Inc.9,273$420K0.08%+87113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,247$419K<0.01%-95113F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,126$413K0.01%+38213F-HRTimelineGroup
PFG Advisors8,980$407K0.02%+97613F-HRTimeline
BlueStem Wealth Partners, LLC8,697$394K0.05%new13F-HRTimeline
SageView Advisory Group, LLC8,523$390K0.01%013F-HRTimeline
Visionary Horizons, LLC8,565$388K0.25%-20013F-HRTimeline
Perigon Wealth Management, LLC8,457$383K0.01%-90613F-HRTimeline
Hamilton Wealth, LLC8,386$380K0.08%new13F-HRTimeline
FSC Wealth Advisors, LLC8,202$371K0.23%-28613F-HR/ATimeline
Klingman & Associates, LLC8,176$370K0.02%-10013F-HRTimeline
Pasadena Private Wealth, LLC8,067$365K0.06%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,066$365K<0.01%new13F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.8,016$363K0.02%-44013F-HRTimeline
Procyon Advisors, LLC7,968$361K0.03%-1,29813F-HRTimeline
Prospera Financial Services Inc7,943$360K0.01%+2,47713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,818$354K<0.01%+34513F-HRTimelineGroup
Integrated Advisors Network LLC7,810$354K0.02%-31013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd7,738$350K0.01%new13F-HRTimelineGroup
My Legacy Advisors, LLC7,568$348K0.12%+2,34313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC7,666$347K0.14%-1,59113F-HRTimeline
Larson Financial Group LLC7,568$343K0.01%-2,50213F-HRTimeline
CALTON & ASSOCIATES, INC.7,536$341K0.06%+1,26713F-HRTimeline
OARSMAN CAPITAL, INC.7,517$340K0.05%-84013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,496$340K0.01%new13F-HRTimelineGroup
IFG Advisory, LLC7,323$332K0.02%+12413F-HRTimeline
Coastwise Capital Group, LLC7,306$331K0.26%+2113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…7,280$330K0.11%-18913F-HRTimeline
CIBC WORLD MARKET INC.7,252$328K<0.01%+29613F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC7,205$326K0.04%+36013F-HRTimeline
NewEdge Advisors, LLC6,925$314K<0.01%-1,38213F-HRTimeline
Kondo Wealth Advisors, Inc.6,899$314K0.14%+1113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC6,857$311K<0.01%+1,86913F-HRTimelineGroup
HANCOCK WHITNEY CORP6,775$307K0.01%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC6,686$303K0.01%new13F-HRTimeline
MOLLER WEALTH PARTNERS6,639$301K0.07%-4413F-HRTimeline