Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $30.3M | Buy |
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|
2025
Q2 | $29.6M | Sell |
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|
2025
Q1 | $28.2M | Buy |
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|
2024
Q4 | $27M | Buy |
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|
2024
Q3 | $29.2M | Sell |
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|
2024
Q2 | $29.4M | Sell |
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|
2024
Q1 | $30.8M | Sell |
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|
2023
Q4 | $30.4M | Sell |
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|
2023
Q3 | $29.9M | Buy |
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|
2023
Q2 | $29.9M | Buy |
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|
2023
Q1 | $28.9M | Buy |
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|
2022
Q4 | $25.3M | Buy |
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|
2022
Q3 | $22.4M | Buy |
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|
2022
Q2 | $21.9M | Buy |
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|
2022
Q1 | $22.7M | Buy |
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|
2021
Q4 | $18.7M | Buy |
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|
2021
Q2 | $14.6M | Hold |
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|
2021
Q1 | $14.6M | Hold |
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|
2020
Q4 | $14.6M | Hold |
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|
2020
Q3 | $14.6M | Hold |
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|
2020
Q2 | $14.6M | Hold |
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|
2020
Q1 | $14.6M | Hold |
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|
2019
Q4 | $14.6M | Hold |
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|
2019
Q3 | $14.6M | Hold |
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|
2019
Q2 | $14.6M | Hold |
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|
2019
Q1 | $14.6M | Buy |
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|
2018
Q4 | $404K | Buy |
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|
2018
Q3 | $33K | Buy |
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|
2018
Q2 | $32K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $5K | Buy |
|