GGS
DEM icon

Galvin Gaustad & Stein’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Galvin Gaustad & Stein’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 		$518K Sell
9,362
-159
-2% -$8.72K 0.04% 164
2026
Q2 		$512K Buy
9,521
+413
+5% +$22.1K 0.04% 181
2026
Q1 		$453K Buy
9,108
+1,727
+23% +$85.6K 0.04% 180
2025
Q4 		$345K Buy
+7,381
New +$342K 0.03% 198

Other funds holding DEM

CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Galvin Gaustad & Stein's DEM Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 1.7% in Q3 2026, selling an estimated $8.72K and leaving 9,362 shares worth $518K. The position accounts for 0.04% of the portfolio, ranked #164.

Galvin Gaustad & Stein first reported a position in DEM in Q4 2025 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

  • Galvin Gaustad & Stein held 9,362 shares of WisdomTree Emerging Markets High Dividend Fund worth $518K as of Q3 2026.
  • Galvin Gaustad & Stein sold 159 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2026, an estimated $8.72K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.04% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #164 holding.
  • Galvin Gaustad & Stein first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2025 and has held it in 4 quarters since.
  • 24 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.