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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
Q3 		$1.46M Buy
26,408
+327
+1% +$17.9K 0.95% 31
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Sincerus Advisory's DEM Position: Q3 2026 in Review

Sincerus Advisory increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 1.3% in Q3 2026, buying an estimated $17.9K and bringing the position to 26,408 shares worth $1.46M. The position accounts for 0.95% of the portfolio, ranked #31.

Sincerus Advisory first reported a position in DEM in Q4 2024 and has held it in 8 quarters since. 31 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

  • Sincerus Advisory held 26,408 shares of WisdomTree Emerging Markets High Dividend Fund worth $1.46M as of Q3 2026.
  • Sincerus Advisory bought 327 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2026, an estimated $17.9K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.95% of Sincerus Advisory's portfolio in Q3 2026, its #31 holding.
  • Sincerus Advisory first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2024 and has held it in 8 quarters since.
  • 31 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.