Signature Estate & Investment Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Signature Estate & Investment 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	$21.7M	Sell	402,722 -16,038	-4%	-$857K	0.39%	41
2026 Q1	$20.8M	Buy	418,760 +9,171	+2%	+$455K	0.42%	40
2025 Q4	$19.1M	Buy	409,589 +879	+0.2%	+$40.7K	0.39%	41
2025 Q3	$18.8M	Buy	408,710 +3,689	+0.9%	+$170K	0.4%	40
2025 Q2	$18.3M	Buy	405,021 +24,750	+7%	+$1.07M	0.42%	37
2025 Q1	$16M	Buy	380,271 +28,490	+8%	+$1.19M	0.42%	36
2024 Q4	$14.2M	Sell	351,781 -21,748	-6%	-$919K	0.36%	42
2024 Q3	$16.4M	Buy	373,529 +4,560	+1%	+$198K	0.38%	44
2024 Q2	$16M	Buy	368,969 +51,735	+16%	+$2.22M	0.4%	42
2024 Q1	$13.3M	Buy	317,234 +38	+0%	+$1.55K	0.38%	40
2023 Q4	$12.9M	Buy	317,196 +88,432	+39%	+$3.38M	0.38%	45
2023 Q3	$8.57M	Buy	228,764 +27,841	+14%	+$1.08M	0.29%	41
2023 Q2	$7.69M	Buy	200,923 +25,429	+14%	+$977K	0.25%	42
2023 Q1	$6.64M	Buy	175,494 +20,940	+14%	+$790K	0.23%	46
2022 Q4	$5.51M	Buy	154,554 +53,960	+54%	+$1.87M	0.2%	53
2022 Q3	$3.27M	Buy	100,594 +29,131	+41%	+$1.06M	0.15%	55
2022 Q2	$2.65M	Buy	71,463 +38,252	+115%	+$1.56M	0.13%	57
2022 Q1	$1.45M	Buy	+33,211	New	+$1.48M	0.07%	77
2014 Q4	–	Sell	-40,451	Closed	-$1.93M	–	87
2014 Q3	$1.93M	Sell	40,451 -9,636	-19%	-$502K	0.69%	36
2014 Q2	$2.6M	Sell	50,087 -392,096	-89%	-$19.9M	0.91%	32
2014 Q1	$21.7M	Buy	442,183 +24,226	+6%	+$1.15M	8.5%	2
2013 Q4	$21.3M	Sell	417,957 -48,924	-10%	-$2.55M	10.55%	1
2013 Q3	$24.1M	Buy	466,881 +53,801	+13%	+$2.7M	13.9%	1
2013 Q2	$20M	Buy	+413,080	New	+$22.2M	14.36%	1

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

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

Signature Estate & Investment Advisors's DEM Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 3.8% in Q2 2026, selling an estimated $857K and leaving 402,722 shares worth $21.7M. The position accounts for 0.39% of the portfolio, ranked #41.

Signature Estate & Investment Advisors first reported a position in DEM in Q2 2013 and has held it in 24 quarters since. The position peaked at $24.1M in Q3 2013. 207 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Signature Estate & Investment Advisors held 402,722 shares of WisdomTree Emerging Markets High Dividend Fund worth $21.7M as of Q2 2026.
Signature Estate & Investment Advisors sold 16,038 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $857K.
WisdomTree Emerging Markets High Dividend Fund made up 0.39% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #41 holding.
Signature Estate & Investment Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and has held it in 24 quarters since.
Signature Estate & Investment Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $24.1M in Q3 2013.
207 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.