Mirador Capital Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Mirador Capital Partners’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	$1.31M	Sell	24,375 -1,531	-6%	-$81.8K	0.16%	91
2026 Q1	$1.29M	Sell	25,906 -927	-3%	-$46K	0.18%	77
2025 Q4	$1.25M	Sell	26,833 -4,906	-15%	-$227K	0.17%	85
2025 Q3	$1.46M	Sell	31,739 -812	-2%	-$37.5K	0.21%	78
2025 Q2	$1.47M	Sell	32,551 -1,676	-5%	-$72.1K	0.24%	73
2025 Q1	$1.44M	Sell	34,227 -2,491	-7%	-$104K	0.25%	65
2024 Q4	$1.49M	Sell	36,718 -405	-1%	-$17.1K	0.27%	61
2024 Q3	$1.63M	Buy	37,123 +767	+2%	+$33.2K	0.29%	57
2024 Q2	$1.57M	Buy	36,356 +381	+1%	+$16.4K	0.3%	56
2024 Q1	$1.51M	Buy	35,975 +1,463	+4%	+$59.7K	0.29%	61
2023 Q4	$1.4M	Buy	34,512 +2,201	+7%	+$84.2K	0.3%	62
2023 Q3	$1.21M	Buy	32,311 +4,668	+17%	+$181K	0.28%	69
2023 Q2	$1.06M	Buy	27,643 +16,870	+157%	+$648K	0.25%	74
2023 Q1	$408K	Buy	+10,773	New	+$406K	0.1%	126
2020 Q1	–	Sell	-6,778	Closed	-$310K	–	144
2019 Q4	$310K	Sell	6,778 -7,650	-53%	-$332K	0.13%	143
2019 Q3	$596K	Buy	+14,428	New	+$617K	0.27%	87

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

Evanson Financial Mclean, Virginia $2.04B AUM

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