Steel Grove Capital Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Steel Grove Capital 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 Q3	$902K	Buy	16,316 +651	+4%	+$35.7K	0.08%	116
2026 Q2	$843K	Buy	15,665 +172	+1%	+$9.19K	0.08%	120
2026 Q1	$770K	Buy	15,493 +363	+2%	+$18K	0.08%	119
2025 Q4	$707K	Buy	15,130 +7,925	+110%	+$367K	0.07%	104
2025 Q3	$326K	Hold	7,205	–	–	0.04%	144
2025 Q2	$326K	Buy	7,205 +360	+5%	+$15.5K	0.04%	142
2025 Q1	$288K	Buy	6,845 +793	+13%	+$33K	0.04%	139
2024 Q4	$245K	Buy	+6,052	New	+$256K	0.03%	166
2014 Q2	–	Sell	-4,140	Closed	-$203K	–	135
2014 Q1	$203K	Sell	4,140 -294,804	-99%	-$14M	0.05%	129
2013 Q4	$15.3M	Buy	298,944 +34,958	+13%	+$1.82M	3.86%	2
2013 Q3	$13.6M	Buy	263,986 +14,298	+6%	+$718K	3.85%	3
2013 Q2	$12.1M	Buy	+249,688	New	+$13.4M	3.85%	5

Other funds holding DEM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 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

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Steel Grove Capital Advisors's DEM Position: Q3 2026 in Review

Steel Grove Capital Advisors increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 4.2% in Q3 2026, buying an estimated $35.7K and bringing the position to 16,316 shares worth $902K. The position accounts for 0.08% of the portfolio, ranked #116.

Steel Grove Capital Advisors first reported a position in DEM in Q2 2013 and has held it in 12 quarters since. The position peaked at $15.3M in Q4 2013. 56 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

Steel Grove Capital Advisors held 16,316 shares of WisdomTree Emerging Markets High Dividend Fund worth $902K as of Q3 2026.
Steel Grove Capital Advisors bought 651 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2026, an estimated $35.7K.
WisdomTree Emerging Markets High Dividend Fund made up 0.08% of Steel Grove Capital Advisors's portfolio in Q3 2026, its #116 holding.
Steel Grove Capital Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and has held it in 12 quarters since.
Steel Grove Capital Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $15.3M in Q4 2013.
56 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.