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

Your Advocates Ltd’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 		$234K Sell
4,352
-155
-3% -$8.28K 0.07% 25
2026
Q1 		$224K Sell
4,507
-389
-8% -$19.3K 0.07% 25
2025
Q4 		$229K Sell
4,896
-179
-4% -$8.29K 0.07% 27
2025
Q3 		$233K Sell
5,075
-11
-0.2% -$508 0.08% 28
2025
Q2 		$230K Sell
5,086
-180
-3% -$7.75K 0.08% 26
2025
Q1 		$222K Sell
5,266
-45
-0.8% -$1.88K 0.09% 28
2024
Q4 		$215K Sell
5,311
-294
-5% -$12.4K 0.09% 27
2024
Q3 		$247K Sell
5,605
-385
-6% -$16.7K 0.1% 25
2024
Q2 		$259K Sell
5,990
-6,266
-51% -$269K 0.11% 25
2024
Q1 		$513K Sell
12,256
-2,096
-15% -$85.5K 0.22% 20
2023
Q4 		$584K Sell
14,352
-9,074
-39% -$347K 0.24% 21
2023
Q3 		$878K Sell
23,426
-2,741
-10% -$107K 0.52% 16
2023
Q2 		$1M Buy
26,167
+126
+0.5% +$4.84K 0.51% 17
2023
Q1 		$986K Buy
26,041
+29
+0.1% +$1.09K 0.54% 17
2022
Q4 		$927K Buy
26,012
+22,810
+712% +$791K 0.54% 19
2022
Q3 		$104K Buy
3,202
+1,499
+88% +$54.3K 0.06% 35
2022
Q2 		$65K Buy
1,703
+1,531
+890% +$62.3K 0.04% 43
2022
Q1 		$8K Buy
172
+127
+282% +$5.64K ﹤0.01% 109
2021
Q4 		$2K Hold
45
– – ﹤0.01% 163
2021
Q3 		$2K Sell
45
-438
-91% -$19.6K ﹤0.01% 167
2021
Q2 		$22K Sell
483
-331
-41% -$15.2K 0.01% 57
2021
Q1 		$36K Sell
814
-1,050
-56% -$45.2K 0.03% 42
2020
Q4 		$72K Buy
1,864
+962
+107% +$36.9K 0.05% 35
2020
Q3 		$32K Buy
902
+58
+7% +$2.17K 0.03% 44
2020
Q2 		$31K Buy
844
+30
+4% +$1.06K 0.02% 49
2020
Q1 		$26K Buy
+814
New +$33K 0.02% 45

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Your Advocates Ltd's DEM Position: Q2 2026 in Review

Your Advocates Ltd reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 3.4% in Q2 2026, selling an estimated $8.28K and leaving 4,352 shares worth $234K. The position accounts for 0.07% of the portfolio, ranked #25.

Your Advocates Ltd first reported a position in DEM in Q1 2020 and has held it in 26 quarters since. The position peaked at $1M in Q2 2023. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • Your Advocates Ltd held 4,352 shares of WisdomTree Emerging Markets High Dividend Fund worth $234K as of Q2 2026.
  • Your Advocates Ltd sold 155 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $8.28K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.07% of Your Advocates Ltd's portfolio in Q2 2026, its #25 holding.
  • Your Advocates Ltd first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2020 and has held it in 26 quarters since.
  • Your Advocates Ltd's WisdomTree Emerging Markets High Dividend Fund position peaked at $1M in Q2 2023.
  • 370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.