Congress Wealth Management’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	$1.2M	Sell	26,584 -201	-0.8%	-$9.1K	0.01%	666
2025 Q1	$1.13M	Buy	26,785 +11,960	+81%	+$503K	0.01%	607
2024 Q4	$600K	Buy	14,825 +2	+0%	+$81	0.01%	598
2024 Q3	$652K	Buy	+14,823	New	+$652K	0.01%	589