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

Capital Advisors Ltd’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	$145K	Buy	2,700 +960	+55%	+$51.3K	0.01%	342
2026 Q1	$86K	Buy	+1,740	New	+$86.3K	0.01%	405
2024 Q3	–	Sell	-200	Closed	-$9K	–	1426
2024 Q2	$9K	Hold	200	–	–	﹤0.01%	768
2024 Q1	$8K	Hold	200	–	–	﹤0.01%	764
2023 Q4	$8K	Hold	200	–	–	﹤0.01%	725
2023 Q3	$7K	Hold	200	–	–	﹤0.01%	733
2023 Q2	$8K	Sell	200 -990	-83%	-$38.1K	﹤0.01%	727
2023 Q1	$45K	Hold	1,190	–	–	0.01%	381
2022 Q4	$42K	Hold	1,190	–	–	0.01%	389
2022 Q3	$39K	Hold	1,190	–	–	0.01%	383
2022 Q2	$44K	Buy	1,190 +990	+495%	+$40.3K	0.01%	365
2022 Q1	$9K	Buy	+200	New	+$8.89K	﹤0.01%	533
2020 Q1	–	Sell	-25	Closed	-$1K	–	461
2019 Q4	$1K	Hold	25	–	–	﹤0.01%	402
2019 Q3	$1K	Hold	25	–	–	﹤0.01%	397
2019 Q2	$1K	Hold	25	–	–	﹤0.01%	428
2019 Q1	$1K	Hold	25	–	–	﹤0.01%	423
2018 Q4	$1K	Sell	25 -284	-92%	-$11.6K	﹤0.01%	429
2018 Q3	$13K	Hold	309	–	–	﹤0.01%	393
2018 Q2	$13K	Hold	309	–	–	﹤0.01%	315
2018 Q1	$15K	Hold	309	–	–	﹤0.01%	297
2017 Q4	$14K	Sell	309 -82	-21%	-$3.58K	﹤0.01%	304
2017 Q3	$17K	Hold	391	–	–	0.01%	291
2017 Q2	$16K	Hold	391	–	–	0.01%	297
2017 Q1	$16K	Hold	391	–	–	0.01%	277
2016 Q4	$15K	Hold	391	–	–	0.01%	270
2016 Q3	$15K	Hold	391	–	–	0.01%	268
2016 Q2	$14K	Hold	391	–	–	0.01%	256
2016 Q1	$14K	Hold	391	–	–	0.01%	248
2015 Q4	$12K	Hold	391	–	–	0.01%	249
2015 Q3	$13K	Hold	391	–	–	0.01%	241
2015 Q2	$17K	Hold	391	–	–	0.01%	255
2015 Q1	$17K	Hold	391	–	–	0.01%	245
2014 Q4	$16K	Buy	391 +25	+7%	+$1.14K	0.01%	240
2014 Q3	$17K	Hold	366	–	–	0.01%	238
2014 Q2	$19K	Hold	366	–	–	0.01%	240
2014 Q1	$18K	Hold	366	–	–	0.01%	243
2013 Q4	$19K	Buy	+366	New	+$19.1K	0.01%	204

Other funds holding DEM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

GHA

Good Harbor Advisors Gloucester, Massachusetts $102M AUM

VIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Capital Advisors Ltd's DEM Position: Q2 2026 in Review

Capital Advisors Ltd increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 55% in Q2 2026, buying an estimated $51.3K and bringing the position to 2,700 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #342.

Capital Advisors Ltd first reported a position in DEM in Q4 2013 and has held it in 37 quarters since. 60 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Capital Advisors Ltd held 2,700 shares of WisdomTree Emerging Markets High Dividend Fund worth $145K as of Q2 2026.
Capital Advisors Ltd bought 960 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $51.3K.
WisdomTree Emerging Markets High Dividend Fund made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #342 holding.
Capital Advisors Ltd first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2013 and has held it in 37 quarters since.
60 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.