U.S. Capital Wealth Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

U.S. Capital Wealth 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	–	Sell	-5,749	Closed	-$269K	–	1027
2025 Q4	$269K	Buy	+5,749	New	+$266K	0.01%	839

Other funds holding DEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

U.S. Capital Wealth Advisors's DEM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2026, closing a stake of 5,749 shares — an estimated $269K sold.

U.S. Capital Wealth Advisors first reported a position in DEM in Q4 2025 and held it in 1 quarter. The position peaked at $269K in Q4 2025. 353 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

U.S. Capital Wealth Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2026 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 5,749 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2026, an estimated $269K.
U.S. Capital Wealth Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2025 and held it in 1 quarter.
U.S. Capital Wealth Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $269K in Q4 2025.
353 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.