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 Q3	$89.4K	Sell	1,617 -50	-3%	-$2.74K	﹤0.01%	1144
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%	+$2.32K	﹤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

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

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

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

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

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

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

CoreCap Advisors's DEM Position: Q3 2026 in Review

CoreCap Advisors reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 3% in Q3 2026, selling an estimated $2.74K and leaving 1,617 shares worth $89.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

CoreCap Advisors first reported a position in DEM in Q4 2021 and has held it in 14 quarters since. The position peaked at $161K in Q4 2021. 89 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

CoreCap Advisors held 1,617 shares of WisdomTree Emerging Markets High Dividend Fund worth $89.4K as of Q3 2026.
CoreCap Advisors sold 50 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2026, an estimated $2.74K.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1144 holding.
CoreCap Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2021 and has held it in 14 quarters since.
CoreCap Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $161K in Q4 2021.
89 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.