AssuredPartners Investment Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.7M Buy
148,010
+23,425
+19% +$1.06M 1.64% 16
2025
Q1
$5.24M Buy
124,585
+12,823
+11% +$540K 1.01% 20
2024
Q4
$4.53M Buy
+111,762
New +$4.53M 0.88% 25