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Strategic Advocates’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Strategic Advocates’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 		– Sell
-257
Closed -$12.1K – 347
2025
Q4 		$12.1K Hold
257
– – ﹤0.01% 352
2025
Q3 		$11.8K Buy
+257
New +$11.9K ﹤0.01% 339
2024
Q2 		– Sell
-5,575
Closed -$233K – 123
2024
Q1 		$233K Sell
5,575
-4,363
-44% -$178K 0.09% 112
2023
Q4 		$404K Sell
9,938
-2,744
-22% -$105K 0.17% 93
2023
Q3 		$475K Buy
+12,682
New +$493K 0.22% 86

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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $666B 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 $432B 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

Strategic Advocates's DEM Position: Q1 2026 in Review

Strategic Advocates sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2026, closing a stake of 257 shares — an estimated $12.1K sold.

Strategic Advocates first reported a position in DEM in Q3 2023 and held it in 5 quarters. The position peaked at $475K in Q3 2023. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

  • Strategic Advocates reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • Strategic Advocates sold 257 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2026, an estimated $12.1K.
  • Strategic Advocates first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2023 and held it in 5 quarters.
  • Strategic Advocates's WisdomTree Emerging Markets High Dividend Fund position peaked at $475K in Q3 2023.
  • 351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.