Thurston Springer Miller Herd & Titak’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Thurston Springer Miller Herd & Titak’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	$76.4K	Hold	1,420	–	–	0.03%	392
2026 Q1	$70.6K	Sell	1,420 -460	-24%	-$22.8K	0.03%	474
2025 Q4	$87.8K	Buy	+1,880	New	+$87K	0.03%	382
2025 Q3	–	Sell	-3,840	Closed	-$174K	–	729
2025 Q2	$174K	Buy	3,840 +1,620	+73%	+$69.7K	0.02%	387
2025 Q1	$93.4K	Buy	2,220 +360	+19%	+$15K	0.02%	476
2024 Q4	$75.3K	Sell	1,860 -331	-15%	-$14K	0.02%	440
2024 Q3	$96.4K	Buy	2,191 +8	+0.4%	+$347	0.03%	414
2024 Q2	$94.6K	Buy	+2,183	New	+$93.8K	0.03%	423

Other funds holding DEM

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

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

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

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

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

First City Capital Management Savannah, Georgia $206M AUM 26.13% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return