Caldwell Trust’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.21K | Hold |
115
|
|
||||
|
2025
Q1 | $4.84K | Hold |
115
|
|
||||
|
2024
Q4 | $4.66K | Buy |
+115
|
|
||||
|
2020
Q4 | – | Sell |
-258
|
|
||||
|
2020
Q3 | $9.09K | Sell |
258
-185
|
|
||||
|
2020
Q2 | $16K | Sell |
443
-1,985
|
|
||||
|
2020
Q1 | $78.3K | Sell |
2,428
-400
|
|
||||
|
2019
Q4 | $129K | Buy |
+2,828
|
|