Evanson Financial’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Evanson Financial’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	$1.11M	Buy	+20,695	New	+$1.11M	0.05%	133

Other funds holding DEM

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

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

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return