Investors Research Corp’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Investors Research Corp’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	$4.76M	Buy	88,578 +6,833	+8%	+$365K	0.85%	29
2026 Q1	$4.06M	Buy	81,745 +8,479	+12%	+$420K	0.78%	31
2025 Q4	$3.42M	Buy	73,266 +7,765	+12%	+$359K	0.63%	32
2025 Q3	$3.01M	Buy	65,501 +6,975	+12%	+$322K	0.56%	33
2025 Q2	$2.65M	Buy	58,526 +9,623	+20%	+$414K	0.52%	33
2025 Q1	$2.06M	Buy	48,903 +13,013	+36%	+$542K	0.45%	39
2024 Q4	$1.45M	Buy	35,890 +9,875	+38%	+$417K	0.32%	57
2024 Q3	$1.14M	Buy	26,015 +8,584	+49%	+$372K	0.25%	85
2024 Q2	$755K	Buy	17,431 +6,607	+61%	+$284K	0.18%	141
2024 Q1	$453K	Buy	10,824 +5,252	+94%	+$214K	0.11%	221
2023 Q4	$227K	Buy	5,572 +4,008	+256%	+$153K	0.05%	308
2023 Q3	$58.6K	Buy	+1,564	New	+$60.8K	0.02%	488

Other funds holding DEM

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

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

First City Capital Management Savannah, Georgia $206M AUM 26.13% 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

Evanson Financial Mclean, Virginia $2.04B AUM