Apeiron RIA’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Apeiron RIA’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	$2.97M	Sell	54,123 -760	-1%	-$41.7K	0.68%	37
2026 Q2	$2.95M	Sell	54,883 -767	-1%	-$41K	0.76%	32
2026 Q1	$2.77M	Sell	55,650 -4,563	-8%	-$226K	0.64%	36
2025 Q4	$2.99M	Sell	60,213 -2,163	-3%	-$100K	0.61%	35
2025 Q3	$2.82M	Sell	62,376 -4,388	-7%	-$203K	0.63%	42
2025 Q2	$3.02M	Sell	66,764 -2,624	-4%	-$113K	0.78%	36
2025 Q1	$2.92M	Sell	69,388 -211	-0.3%	-$8.79K	0.88%	27
2024 Q4	$2.82M	Sell	69,599 -5,079	-7%	-$215K	0.79%	30
2024 Q3	$3.29M	Sell	74,678 -431	-0.6%	-$18.7K	0.94%	27
2024 Q2	$3.25M	Sell	75,109 -1,118	-1%	-$48K	1%	26
2024 Q1	$3.19M	Sell	76,227 -1,953	-2%	-$79.7K	0.92%	27
2023 Q4	$3.18M	Buy	78,180 +1,821	+2%	+$69.7K	0.99%	25
2023 Q3	$2.86M	Buy	76,359 +1,401	+2%	+$54.5K	0.98%	24
2023 Q2	$2.87M	Buy	74,958 +1,121	+2%	+$43.1K	0.98%	25
2023 Q1	$2.8M	Buy	73,837 +2,947	+4%	+$111K	0.96%	25
2022 Q4	$2.53M	Buy	70,890 +2,985	+4%	+$104K	0.97%	21
2022 Q3	$2.24M	Buy	67,905 +1,698	+3%	+$61.5K	1.03%	21
2022 Q2	$245K	Buy	66,207 +871	+1%	+$35.5K	0.07%	101
2022 Q1	$2.87M	Buy	65,336 +1,515	+2%	+$67.3K	1.37%	17
2021 Q4	$2.76M	Buy	+63,821	New	+$2.78M	1.14%	21

Other funds holding DEM

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

FDS

Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

GHA

Good Harbor Advisors Gloucester, Massachusetts $107M AUM 11.17% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Apeiron RIA's DEM Position: Q3 2026 in Review

Apeiron RIA reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 1.4% in Q3 2026, selling an estimated $41.7K and leaving 54,123 shares worth $2.97M. The position accounts for 0.68% of the portfolio, ranked #37.

Apeiron RIA first reported a position in DEM in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.29M in Q3 2024. 76 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

Apeiron RIA held 54,123 shares of WisdomTree Emerging Markets High Dividend Fund worth $2.97M as of Q3 2026.
Apeiron RIA sold 760 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2026, an estimated $41.7K.
WisdomTree Emerging Markets High Dividend Fund made up 0.68% of Apeiron RIA's portfolio in Q3 2026, its #37 holding.
Apeiron RIA first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2021 and has held it in 20 quarters since.
Apeiron RIA's WisdomTree Emerging Markets High Dividend Fund position peaked at $3.29M in Q3 2024.
76 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on Apeiron RIA's 13F filing for Q3 2026, filed 8 Oct 2026.