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Wealthcare Advisory Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Wealthcare Advisory Partners’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 		$1.44M Buy
26,811
+2,442
+10% +$130K 0.03% 429
2026
Q1 		$1.21M Buy
24,369
+913
+4% +$45.3K 0.02% 469
2025
Q4 		$1.1M Sell
23,456
-257
-1% -$11.9K 0.02% 490
2025
Q3 		$1.09M Sell
23,713
-605
-2% -$28K 0.02% 483
2025
Q2 		$1.1M Buy
24,318
+5,524
+29% +$238K 0.03% 458
2025
Q1 		$791K Sell
18,794
-244
-1% -$10.2K 0.02% 490
2024
Q4 		$771K Buy
19,038
+10
+0.1% +$423 0.02% 480
2024
Q3 		$837K Buy
19,028
+591
+3% +$25.6K 0.02% 464
2024
Q2 		$799K Buy
18,437
+1,185
+7% +$50.9K 0.02% 444
2024
Q1 		$722K Buy
17,252
+714
+4% +$29.1K 0.02% 466
2023
Q4 		$673K Buy
16,538
+185
+1% +$7.08K 0.03% 422
2023
Q3 		$613K Buy
16,353
+1,198
+8% +$46.6K 0.03% 388
2023
Q2 		$580K Sell
15,155
-1,221
-7% -$46.9K 0.03% 408
2023
Q1 		$620K Buy
16,376
+2,227
+16% +$84K 0.03% 398
2022
Q4 		$504K Sell
14,149
-1,056
-7% -$36.6K 0.02% 423
2022
Q3 		$495K Buy
15,205
+363
+2% +$13.1K 0.03% 363
2022
Q2 		$550K Buy
14,842
+2,471
+20% +$101K 0.03% 306
2022
Q1 		$541K Buy
12,371
+1,381
+13% +$61.4K 0.03% 295
2021
Q4 		$476K Buy
10,990
+786
+8% +$34.2K 0.03% 324
2021
Q3 		$445K Buy
10,204
+32
+0.3% +$1.44K 0.03% 338
2021
Q2 		$465K Buy
10,172
+8,222
+422% +$377K 0.03% 334
2021
Q1 		$87K Buy
+1,950
New +$83.9K 0.01% 709
2020
Q2 		– Sell
-207
Closed -$7K – 541
2020
Q1 		$7K Sell
207
-1,191
-85% -$48.3K ﹤0.01% 1004
2019
Q4 		$64K Buy
1,398
+144
+11% +$6.26K 0.01% 492
2019
Q3 		$52K Buy
1,254
+418
+50% +$17.9K 0.01% 523
2019
Q2 		$37K Buy
836
+87
+12% +$3.81K 0.01% 571
2019
Q1 		$33K Sell
749
-899
-55% -$38.8K 0.01% 551
2018
Q4 		$66K Sell
1,648
-1,219
-43% -$50K 0.01% 380
2018
Q3 		$125K Sell
2,867
-194
-6% -$8.44K 0.02% 296
2018
Q2 		$131K Sell
3,061
-198
-6% -$9.06K 0.03% 282
2018
Q1 		$156K Buy
3,259
+325
+11% +$15.5K 0.04% 224
2017
Q4 		$133K Buy
+2,934
New +$128K 0.03% 223

Other funds holding DEM

CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
FCCM
First City Capital Management Savannah, Georgia $206M AUM 26.13% 1-Year Est. Return
SA
Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM