Capital Investment Advisory Services’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Capital Investment Advisory Services’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 Q1	$86.2K	Buy	1,735 +614	+55%	+$30.4K	0.01%	756
2025 Q4	$52.4K	Buy	1,121 +574	+105%	+$26.6K	﹤0.01%	821
2025 Q3	$25.2K	Buy	547 +347	+174%	+$16K	﹤0.01%	874
2025 Q2	$9.06K	Hold	200	–	–	﹤0.01%	946
2025 Q1	$8.42K	Sell	200 -242	-55%	-$10.1K	﹤0.01%	887
2024 Q4	$17.9K	Hold	442	–	–	﹤0.01%	763
2024 Q3	$19.5K	Hold	442	–	–	﹤0.01%	794
2024 Q2	$19.1K	Hold	442	–	–	﹤0.01%	772
2024 Q1	$18.5K	Hold	442	–	–	﹤0.01%	762
2023 Q4	$18K	Sell	442 -94	-18%	-$3.6K	﹤0.01%	779
2023 Q3	$20.1K	Buy	536 +245	+84%	+$9.53K	﹤0.01%	731
2023 Q2	$11.2K	Buy	291 +1	+0.3%	+$38	﹤0.01%	743
2023 Q1	$11K	Hold	290	–	–	﹤0.01%	728
2022 Q4	$10.3K	Buy	+290	New	+$10.1K	﹤0.01%	748
2021 Q4	–	Sell	-279	Closed	-$12K	–	813
2021 Q3	$12K	Sell	279 -1,176	-81%	-$52.7K	﹤0.01%	665
2021 Q2	$66K	Buy	1,455 +255	+21%	+$11.7K	0.01%	562
2021 Q1	$53K	Buy	1,200 +1,122	+1,438%	+$48.3K	0.01%	535
2020 Q4	$3K	Buy	78 +1	+1%	+$38	﹤0.01%	669
2020 Q3	$3K	Buy	77 +2	+3%	+$75	﹤0.01%	591
2020 Q2	$3K	Buy	75 +1	+1%	+$35	﹤0.01%	527
2020 Q1	$2K	Buy	+74	New	+$3K	﹤0.01%	528

Other funds holding DEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Capital Investment Advisory Services's DEM Position: Q1 2026 in Review

Capital Investment Advisory Services increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 55% in Q1 2026, buying an estimated $30.4K and bringing the position to 1,735 shares worth $86.2K. The position accounts for 0.01% of the portfolio, ranked #756.

Capital Investment Advisory Services first reported a position in DEM in Q1 2020 and has held it in 21 quarters since. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

Capital Investment Advisory Services held 1,735 shares of WisdomTree Emerging Markets High Dividend Fund worth $86.2K as of Q1 2026.
Capital Investment Advisory Services bought 614 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2026, an estimated $30.4K.
WisdomTree Emerging Markets High Dividend Fund made up 0.01% of Capital Investment Advisory Services's portfolio in Q1 2026, its #756 holding.
Capital Investment Advisory Services first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2020 and has held it in 21 quarters since.
351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.