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

CoreCap Advisors’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 		$89.7K Sell
1,667
-45
-3% -$2.4K ﹤0.01% 1154
2026
Q1 		$85.1K Hold
1,712
– – ﹤0.01% 1087
2025
Q4 		$80K Buy
1,712
+50
+3% +$2.31K ﹤0.01% 1117
2025
Q3 		$76.4K Hold
1,662
– – ﹤0.01% 1143
2025
Q2 		$75.3K Buy
1,662
+175
+12% +$7.53K ﹤0.01% 1081
2025
Q1 		$62.6K Sell
1,487
-42
-3% -$1.75K ﹤0.01% 1079
2024
Q4 		$61.9K Sell
1,529
-275
-15% -$11.6K ﹤0.01% 1096
2024
Q3 		$79.4K Hold
1,804
– – ﹤0.01% 1012
2024
Q2 		$78.1K Sell
1,804
-303
-14% -$13K 0.01% 554
2024
Q1 		$88.2K Buy
+2,107
New +$85.9K ﹤0.01% 887
2022
Q4 		$108K Buy
+3,038
New +$105K 0.01% 708
2022
Q3 		– Sell
-3,381
Closed -$125K – 886
2022
Q2 		$125K Buy
+3,381
New +$138K 0.01% 621
2022
Q1 		– Sell
-3,714
Closed -$161K – 898
2021
Q4 		$161K Buy
+3,714
New +$162K 0.01% 590

Other funds holding DEM

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 $6.82B AUM 30.02% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
FCCM
First City Capital Management Savannah, Georgia $206M AUM 26.13% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return