Berger Financial Group’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	$574K	Buy	11,559 +218	+2%	+$10.8K	0.03%	274
2025 Q4	$530K	Sell	11,341 -669	-6%	-$31K	0.03%	283
2025 Q3	$552K	Buy	12,010 +1,145	+11%	+$52.9K	0.03%	273
2025 Q2	$492K	Buy	10,865 +682	+7%	+$29.4K	0.03%	266
2025 Q1	$429K	Sell	10,183 -284	-3%	-$11.8K	0.03%	278
2024 Q4	$424K	Buy	10,467 +1,460	+16%	+$61.7K	0.03%	278
2024 Q3	$396K	Buy	9,007 +2,089	+30%	+$90.6K	0.03%	266
2024 Q2	$300K	Buy	+6,918	New	+$297K	0.02%	284
2021 Q2	–	Sell	-5,186	Closed	-$230K	–	204
2021 Q1	$230K	Buy	5,186 +11	+0.2%	+$473	0.05%	176
2020 Q4	$213K	Buy	+5,175	New	+$198K	0.04%	195