Berger Financial Group’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 | $492K | Buy |
10,865
+682
| +7% | +$30.9K | 0.03% | 264 |
|
|
2025
Q1 | $429K | Sell |
10,183
-284
| -3% | -$12K | 0.03% | 277 |
|
|
2024
Q4 | $424K | Buy |
10,467
+1,460
| +16% | +$59.1K | 0.03% | 277 |
|
|
2024
Q3 | $396K | Buy |
9,007
+2,089
| +30% | +$91.9K | 0.03% | 266 |
|
|
2024
Q2 | $300K | Buy |
+6,918
| New | +$300K | 0.02% | 284 |
|
|
2021
Q2 | – | Sell |
-5,186
| Closed | -$230K | – | 204 |
|
|
2021
Q1 | $230K | Buy |
5,186
+11
| +0.2% | +$488 | 0.05% | 176 |
|
|
2020
Q4 | $213K | Buy |
+5,175
| New | +$213K | 0.04% | 195 |
|