Caldwell Trust’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Caldwell Trust’s Portfolio DEM Stock Details DEM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.29K	Hold
2025 Q2	$5.21K	Hold
2025 Q1	$4.84K	Hold
2024 Q4	$4.66K	Buy
2020 Q4	–	Sell
2020 Q3	$9.09K	Sell
2020 Q2	$16K	Sell
2020 Q1	$78.3K	Sell
2019 Q4	$129K	Buy