Pathfinder Wealth Consulting’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Pathfinder Wealth Consulting’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	–	Sell	-14,635	Closed	-$727K	–	29
2026 Q1	$727K	Sell	14,635 -123	-0.8%	-$6.1K	0.47%	55
2025 Q4	$689K	Buy	+14,758	New	+$683K	0.44%	53

Other funds holding DEM

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

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

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