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 Q3	$454K	Buy	8,216 +30	+0.4%	+$1.64K	0.01%	874
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

AlphaCore Capital's DEM Position: Q3 2026 in Review

AlphaCore Capital increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 0.37% in Q3 2026, buying an estimated $1.64K and bringing the position to 8,216 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #874.

AlphaCore Capital first reported a position in DEM in Q4 2019 and has held it in 14 quarters since. The position peaked at $457K in Q4 2025. 208 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

AlphaCore Capital held 8,216 shares of WisdomTree Emerging Markets High Dividend Fund worth $454K as of Q3 2026.
AlphaCore Capital bought 30 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2026, an estimated $1.64K.
WisdomTree Emerging Markets High Dividend Fund made up 0.01% of AlphaCore Capital's portfolio in Q3 2026, its #874 holding.
AlphaCore Capital first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2019 and has held it in 14 quarters since.
AlphaCore Capital's WisdomTree Emerging Markets High Dividend Fund position peaked at $457K in Q4 2025.
208 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.