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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CoreCap Advisors's DEM Position: Q2 2026 in Review

CoreCap Advisors reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 2.6% in Q2 2026, selling an estimated $2.4K and leaving 1,667 shares worth $89.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

CoreCap Advisors first reported a position in DEM in Q4 2021 and has held it in 13 quarters since. The position peaked at $161K in Q4 2021. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

CoreCap Advisors held 1,667 shares of WisdomTree Emerging Markets High Dividend Fund worth $89.7K as of Q2 2026.
CoreCap Advisors sold 45 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $2.4K.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1154 holding.
CoreCap Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $161K in Q4 2021.
370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.