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

Strategic Investment Solutions’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	$156K	Hold	2,900	–	–	0.04%	170
2026 Q1	$144K	Hold	2,900	–	–	0.03%	171
2025 Q4	$135K	Hold	2,900	–	–	0.03%	161
2025 Q3	$133K	Hold	2,900	–	–	0.04%	155
2025 Q2	$131K	Hold	2,900	–	–	0.04%	149
2025 Q1	$122K	Hold	2,900	–	–	0.04%	127
2024 Q4	$117K	Hold	2,900	–	–	0.04%	124
2024 Q3	$128K	Sell	2,900 -250	-8%	-$10.8K	0.04%	122
2024 Q2	$137K	Buy	+3,150	New	+$135K	0.04%	114
2023 Q4	$118K	Sell	2,900 -179,800	-98%	-$6.88M	0.02%	280
2023 Q3	$7.1M	Buy	182,700 +179,672	+5,934%	+$6.99M	0.09%	118
2023 Q2	$115K	Hold	3,028	–	–	0.02%	201
2023 Q1	$115K	Buy	+3,028	New	+$114K	0.02%	238

Other funds holding DEM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

OPA

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

GHA

Good Harbor Advisors Gloucester, Massachusetts $102M AUM

VIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Strategic Investment Solutions's DEM Position: Q2 2026 in Review

Strategic Investment Solutions held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q2 2026 at 2,900 shares worth $156K. The position accounts for 0.04% of the portfolio, ranked #170.

Strategic Investment Solutions first reported a position in DEM in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.1M in Q3 2023. 81 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Strategic Investment Solutions held 2,900 shares of WisdomTree Emerging Markets High Dividend Fund worth $156K as of Q2 2026.
Strategic Investment Solutions left its WisdomTree Emerging Markets High Dividend Fund share count unchanged in Q2 2026.
WisdomTree Emerging Markets High Dividend Fund made up 0.04% of Strategic Investment Solutions's portfolio in Q2 2026, its #170 holding.
Strategic Investment Solutions first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's WisdomTree Emerging Markets High Dividend Fund position peaked at $7.1M in Q3 2023.
81 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.