PA
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Procyon Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Procyon 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 		$465K Sell
8,653
-50
-0.6% -$2.67K 0.02% 374
2026
Q1 		$432K Buy
8,703
+735
+9% +$36.4K 0.02% 379
2025
Q4 		$372K Hold
7,968
– – 0.02% 385
2025
Q3 		$366K Hold
7,968
– – 0.02% 367
2025
Q2 		$361K Sell
7,968
-1,298
-14% -$55.9K 0.03% 338
2025
Q1 		$390K Buy
9,266
+100
+1% +$4.17K 0.02% 430
2024
Q4 		$371K Hold
9,166
– – 0.02% 395
2024
Q3 		$403K Buy
9,166
+181
+2% +$7.85K 0.03% 386
2024
Q2 		$389K Buy
8,985
+1,033
+13% +$44.4K 0.03% 358
2024
Q1 		$333K Buy
7,952
+50
+0.6% +$2.04K 0.03% 403
2023
Q4 		$321K Buy
+7,902
New +$302K 0.03% 401
2020
Q3 		– Sell
-200
Closed -$7K – 391
2020
Q2 		$7K Sell
200
-480
-71% -$16.9K ﹤0.01% 722
2020
Q1 		$22K Buy
680
+254
+60% +$10.3K 0.01% 464
2019
Q4 		$19K Buy
+426
New +$18.5K 0.01% 501

Other funds holding DEM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
FCCM
First City Capital Management Savannah, Georgia $206M AUM 26.13% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return