Cascade Financial Partners’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 | $6.52M | Sell |
143,904
-5
| -0% | -$226 | 0.78% | 26 |
|
|
2025
Q1 | $6.06M | Sell |
143,909
-6,614
| -4% | -$278K | 0.76% | 26 |
|
|
2024
Q4 | $6.09M | Sell |
150,523
-3,662
| -2% | -$148K | 0.79% | 25 |
|
|
2024
Q3 | $6.67M | Buy |
154,185
+1,163
| +0.8% | +$50.3K | 0.84% | 22 |
|
|
2024
Q2 | $6.63M | Buy |
153,022
+890
| +0.6% | +$38.5K | 0.87% | 20 |
|
|
2024
Q1 | $6.35M | Buy |
+152,132
| New | +$6.35M | 0.92% | 20 |
|