Sincerus Advisory’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Sincerus Advisory’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	$1.4M	Sell	26,081 -279	-1%	-$14.9K	0.95%	31
2026 Q1	$1.31M	Sell	26,360 -2	-0%	-$99	0.99%	30
2025 Q4	$1.23M	Sell	26,362 -834	-3%	-$38.6K	0.99%	31
2025 Q3	$1.25M	Buy	27,196 +174	+0.6%	+$8.04K	1.07%	28
2025 Q2	$1.25M	Buy	27,022 +1,115	+4%	+$48K	1.17%	26
2025 Q1	$1.09M	Sell	25,907 -750	-3%	-$31.2K	1.15%	29
2024 Q4	$1.08M	Buy	+26,657	New	+$1.13M	1.16%	30

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

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

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM