Acorn Wealth Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$321K	Sell	6,469 -16	-0.2%	-$793	0.09%	185
2025 Q4	$303K	Buy	6,485 +322	+5%	+$14.9K	0.09%	205
2025 Q3	$283K	Buy	6,163 +355	+6%	+$16.4K	0.09%	218
2025 Q2	$263K	Sell	5,808 -871	-13%	-$37.5K	0.1%	203
2025 Q1	$281K	Sell	6,679 -101	-1%	-$4.21K	0.12%	179
2024 Q4	$275K	Sell	6,780 -73	-1%	-$3.08K	0.11%	185
2024 Q3	$302K	Sell	6,853 -19	-0.3%	-$824	0.13%	167
2024 Q2	$298K	Sell	6,872 -191	-3%	-$8.21K	0.15%	149
2024 Q1	$296K	Sell	7,063 -173	-2%	-$7.06K	0.15%	139
2023 Q4	$294K	Sell	7,236 -31	-0.4%	-$1.19K	0.17%	131
2023 Q3	$272K	Buy	7,267 +114	+2%	+$4.43K	0.18%	131
2023 Q2	$274K	Buy	7,153 +412	+6%	+$15.8K	0.19%	134
2023 Q1	$255K	Buy	6,741 +612	+10%	+$23.1K	0.19%	136
2022 Q4	$218K	Sell	6,129 -124	-2%	-$4.3K	0.17%	142
2022 Q3	$203K	Buy	6,253 +96	+2%	+$3.48K	0.17%	146
2022 Q2	$228K	Buy	6,157 +7	+0.1%	+$285	0.18%	146
2022 Q1	$269K	Buy	6,150 +482	+9%	+$21.4K	0.19%	138
2021 Q4	$246K	Buy	+5,668	New	+$247K	0.16%	152
2018 Q3	–	Sell	-660	Closed	-$28K	–	181
2018 Q2	$28K	Buy	660 +6	+0.9%	+$274	0.02%	345
2018 Q1	$31K	Hold	654	–	–	0.03%	333
2017 Q4	$31K	Buy	+654	New	+$28.6K	0.03%	321