Pine Valley Investments’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Pine Valley Investments’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	$289K	Buy	5,375 +245	+5%	+$13.1K	0.01%	502
2026 Q1	$255K	Buy	+5,130	New	+$254K	0.01%	494
2025 Q1	–	Sell	-6,039	Closed	-$245K	–	567
2024 Q4	$245K	Buy	6,039 +173	+3%	+$7.31K	0.01%	452
2024 Q3	$258K	Buy	5,866 +173	+3%	+$7.5K	0.02%	439
2024 Q2	$247K	Buy	5,693 +92	+2%	+$3.95K	0.02%	423
2024 Q1	$234K	Buy	5,601 +208	+4%	+$8.48K	0.02%	441
2023 Q4	$219K	Sell	5,393 -234	-4%	-$8.96K	0.02%	441
2023 Q3	$211K	Buy	+5,627	New	+$219K	0.02%	426

Other funds holding DEM

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Pine Valley Investments's DEM Position: Q2 2026 in Review

Pine Valley Investments increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 4.8% in Q2 2026, buying an estimated $13.1K and bringing the position to 5,375 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #502.

Pine Valley Investments first reported a position in DEM in Q3 2023 and has held it in 8 quarters since. 202 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Pine Valley Investments held 5,375 shares of WisdomTree Emerging Markets High Dividend Fund worth $289K as of Q2 2026.
Pine Valley Investments bought 245 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $13.1K.
WisdomTree Emerging Markets High Dividend Fund made up 0.01% of Pine Valley Investments's portfolio in Q2 2026, its #502 holding.
Pine Valley Investments first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2023 and has held it in 8 quarters since.
202 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.