Cascade Financial Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Cascade Financial Partners’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	$5.99M	Sell
2025 Q2	$6.52M	Sell
2025 Q1	$6.06M	Sell
2024 Q4	$6.09M	Sell
2024 Q3	$6.67M	Buy
2024 Q2	$6.63M	Buy
2024 Q1	$6.35M	Buy