AWM
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Avior Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-2,955
Closed -$116K – 1131
2024
Q4 		$116K Sell
2,955
-1,632
-36% -$69K ﹤0.01% 850
2024
Q3 		$198K Sell
4,587
-315
-6% -$13.7K 0.01% 698
2024
Q2 		$208K Buy
4,902
+2,401
+96% +$103K 0.01% 662
2024
Q1 		$101K Buy
2,501
+2,400
+2,376% +$97.9K ﹤0.01% 961
2023
Q4 		$155 Sell
101
-6,765
-99% -$259K ﹤0.01% 1475
2023
Q3 		$254K Buy
6,866
+360
+6% +$14K 0.02% 480
2023
Q2 		$245K Sell
6,506
-107
-2% -$4.11K 0.02% 485
2023
Q1 		$247K Buy
6,613
+6,326
+2,204% +$239K 0.02% 490
2022
Q4 		$6.77K Buy
287
+2
+0.7% +$69 ﹤0.01% 910
2022
Q3 		$6K Buy
285
+185
+185% +$6.7K ﹤0.01% 915
2022
Q2 		$0 Buy
+100
New +$4.07K ﹤0.01% 1094

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KIM
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