JFS Wealth Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

JFS Wealth 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	$41.8K	Sell	778 -194	-20%	-$10.4K	﹤0.01%	586
2026 Q1	$48.3K	Hold	972	–	–	﹤0.01%	529
2025 Q4	$45.4K	Hold	972	–	–	﹤0.01%	547
2025 Q3	$44.7K	Hold	972	–	–	﹤0.01%	525
2025 Q2	$44K	Sell	972 -49	-5%	-$2.11K	﹤0.01%	484
2025 Q1	$43K	Hold	1,021	–	–	﹤0.01%	507
2024 Q4	$41.3K	Sell	1,021 -238	-19%	-$10.1K	﹤0.01%	500
2024 Q3	$55.4K	Sell	1,259 -64	-5%	-$2.77K	﹤0.01%	443
2024 Q2	$57.3K	Sell	1,323 -408	-24%	-$17.5K	﹤0.01%	395
2024 Q1	$72.4K	Buy	1,731 +1	+0.1%	+$41	0.01%	374
2023 Q4	$70.4K	Buy	1,730 +2	+0.1%	+$77	0.01%	359
2023 Q3	$64.8K	Buy	1,728 +6	+0.3%	+$233	0.01%	340
2023 Q2	$65.9K	Buy	1,722 +4	+0.2%	+$154	0.01%	334
2023 Q1	$65K	Buy	1,718 +1	+0.1%	+$38	0.01%	333
2022 Q4	$61.2K	Buy	1,717 +2	+0.1%	+$69	0.01%	342
2022 Q3	$56K	Sell	1,715 -766	-31%	-$27.7K	0.01%	360
2022 Q2	$92K	Buy	2,481 +19	+0.8%	+$773	0.01%	292
2022 Q1	$108K	Buy	2,462 +9	+0.4%	+$400	0.01%	293
2021 Q4	$106K	Buy	2,453 +15	+0.6%	+$653	0.01%	294
2021 Q3	$106K	Sell	2,438 -292	-11%	-$13.1K	0.01%	296
2021 Q2	$125K	Buy	2,730 +12	+0.4%	+$550	0.02%	200
2021 Q1	$121K	Sell	2,718 -774	-22%	-$33.3K	0.02%	180
2020 Q4	$144K	Buy	3,492 +140	+4%	+$5.36K	0.03%	163
2020 Q3	$118K	Buy	3,352 +24	+0.7%	+$899	0.03%	166
2020 Q2	$120K	Buy	3,328 +11	+0.3%	+$387	0.03%	163
2020 Q1	$107K	Hold	3,317	–	–	0.03%	163
2019 Q4	$152K	Buy	3,317 +38	+1%	+$1.65K	0.04%	156
2019 Q3	$135K	Buy	3,279 +32	+1%	+$1.37K	0.03%	163
2019 Q2	$145K	Sell	3,247 -17	-0.5%	-$744	0.04%	157
2019 Q1	$143K	Hold	3,264	–	–	0.04%	158
2018 Q4	$131K	Buy	3,264 +308	+10%	+$12.6K	0.04%	158
2018 Q3	$129K	Hold	2,956	–	–	0.03%	173
2018 Q2	$127K	Buy	2,956 +8	+0.3%	+$366	0.03%	171
2018 Q1	$141K	Buy	2,948 +5	+0.2%	+$239	0.04%	166
2017 Q4	$133K	Sell	2,943 -1,003	-25%	-$43.8K	0.03%	173
2017 Q3	$170K	Sell	3,946 -1,392	-26%	-$60K	0.04%	143
2017 Q2	$219K	Sell	5,338 -12,397	-70%	-$508K	0.06%	113
2017 Q1	$662K	Hold	17,735	–	–	0.18%	80
2016 Q4	$662K	Sell	17,735 -11,525	-39%	-$430K	0.18%	80
2016 Q3	$1.1M	Sell	29,260 -10,722	-27%	-$405K	0.31%	64
2016 Q2	$1.42M	Sell	39,982 -7,535	-16%	-$261K	0.39%	59
2016 Q1	$1.66M	Buy	47,517 +359	+0.8%	+$11.2K	0.49%	51
2015 Q4	$1.49M	Sell	47,158 -1,340	-3%	-$46K	0.43%	55
2015 Q3	$1.62M	Buy	48,498 +1,441	+3%	+$54.7K	0.72%	37
2015 Q2	$2.04M	Sell	47,057 -1,007	-2%	-$46.1K	1.05%	21
2015 Q1	$2.04M	Buy	48,064 +2,786	+6%	+$119K	0.96%	22
2014 Q4	$1.91M	Buy	45,278 +1,222	+3%	+$55.5K	0.3%	23
2014 Q3	$2.1M	Sell	44,056 -2,647	-6%	-$138K	0.37%	21
2014 Q2	$2.42M	Sell	46,703 -16,781	-26%	-$850K	0.44%	21
2014 Q1	$3.12M	Sell	63,484 -22,618	-26%	-$1.08M	1.73%	15
2013 Q4	$4.39M	Buy	86,102 +3,438	+4%	+$179K	1.91%	13
2013 Q3	$4.27M	Buy	82,664 +10,330	+14%	+$519K	2%	12
2013 Q2	$3.5M	Buy	+72,334	New	+$3.88M	1.75%	13

Other funds holding DEM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CNBT

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

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

JFS Wealth Advisors's DEM Position: Q2 2026 in Review

JFS Wealth Advisors reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 20% in Q2 2026, selling an estimated $10.4K and leaving 778 shares worth $41.8K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

JFS Wealth Advisors first reported a position in DEM in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.39M in Q4 2013. 163 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

JFS Wealth Advisors held 778 shares of WisdomTree Emerging Markets High Dividend Fund worth $41.8K as of Q2 2026.
JFS Wealth Advisors sold 194 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $10.4K.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #586 holding.
JFS Wealth Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and has held it in 53 quarters since.
JFS Wealth Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $4.39M in Q4 2013.
163 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.