Atria Wealth Solutions’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
2025 Q2	$656K	Sell	14,461 -697	-5%	-$30K	0.01%	808
2025 Q1	$638K	Sell	15,158 -7,520	-33%	-$313K	0.01%	1079
2024 Q4	$918K	Buy	22,678 +6,581	+41%	+$278K	0.01%	956
2024 Q3	$708K	Buy	16,097 +844	+6%	+$36.6K	0.01%	1064
2024 Q2	$661K	Buy	15,253 +407	+3%	+$17.5K	0.01%	1089
2024 Q1	$621K	Sell	14,846 -4,763	-24%	-$194K	0.01%	1151
2023 Q4	$798K	Buy	19,609 +4,285	+28%	+$164K	0.01%	973
2023 Q3	$574K	Sell	15,324 -5,534	-27%	-$215K	0.01%	1068
2023 Q2	$798K	Buy	20,858 +7,925	+61%	+$305K	0.01%	945
2023 Q1	$490K	Buy	12,933 +1,240	+11%	+$46.8K	0.01%	1150
2022 Q4	$417K	Sell	11,693 -7,676	-40%	-$266K	0.01%	1179
2022 Q3	$630K	Sell	19,369 -258	-1%	-$9.35K	0.01%	906
2022 Q2	$727K	Sell	19,627 -1,793	-8%	-$73K	0.01%	829
2022 Q1	$938K	Buy	+21,420	New	+$952K	0.02%	765