AlphaCore Capital’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

AlphaCore Capital’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	$440K	Buy	8,186 +28	+0.3%	+$1.5K	0.01%	749
2026 Q1	$405K	Sell	8,158 -1,618	-17%	-$80.2K	0.01%	607
2025 Q4	$457K	Buy	9,776 +1,650	+20%	+$76.4K	0.01%	638
2025 Q3	$374K	Sell	8,126 -1,596	-16%	-$73.7K	0.01%	527
2025 Q2	$440K	Buy	9,722 +1,657	+21%	+$71.3K	0.02%	401
2025 Q1	$339K	Buy	+8,065	New	+$336K	0.03%	346
2024 Q1	–	Sell	-7,637	Closed	-$311K	–	188
2023 Q4	$311K	Buy	7,637 +14	+0.2%	+$536	0.05%	186
2023 Q3	$286K	Buy	7,623 +54	+0.7%	+$2.1K	0.05%	188
2023 Q2	$290K	Buy	+7,569	New	+$291K	0.05%	175
2021 Q4	–	Sell	-1,616	Closed	-$70K	–	99
2021 Q3	$70K	Buy	+1,616	New	+$72.5K	0.04%	73
2020 Q3	–	Sell	-1,501	Closed	-$54K	–	60
2020 Q2	$54K	Buy	1,501 +19	+1%	+$669	0.05%	45
2020 Q1	$48K	Buy	1,482 +2	+0.1%	+$81	0.04%	106
2019 Q4	$68K	Buy	+1,480	New	+$64.3K	0.04%	86

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

AlphaCore Capital's DEM Position: Q2 2026 in Review

AlphaCore Capital increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 0.34% in Q2 2026, buying an estimated $1.5K and bringing the position to 8,186 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #749.

AlphaCore Capital first reported a position in DEM in Q4 2019 and has held it in 13 quarters since. The position peaked at $457K in Q4 2025. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

AlphaCore Capital held 8,186 shares of WisdomTree Emerging Markets High Dividend Fund worth $440K as of Q2 2026.
AlphaCore Capital bought 28 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $1.5K.
WisdomTree Emerging Markets High Dividend Fund made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #749 holding.
AlphaCore Capital first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2019 and has held it in 13 quarters since.
AlphaCore Capital's WisdomTree Emerging Markets High Dividend Fund position peaked at $457K in Q4 2025.
370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.