SGCA
DEM icon

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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return