Elevation Wealth 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 | $347K | Sell |
7,666
-1,591
| -17% | -$72.1K | 0.14% | 85 |
|
|
2025
Q1 | $390K | Sell |
9,257
-528
| -5% | -$22.2K | 0.17% | 77 |
|
|
2024
Q4 | $396K | Sell |
9,785
-28
| -0.3% | -$1.13K | 0.17% | 75 |
|
|
2024
Q3 | $432K | Sell |
9,813
-698
| -7% | -$30.7K | 0.19% | 74 |
|
|
2024
Q2 | $455K | Sell |
10,511
-17
| -0.2% | -$736 | 0.22% | 73 |
|
|
2024
Q1 | $440K | Sell |
10,528
-108
| -1% | -$4.52K | 0.22% | 72 |
|
|
2023
Q4 | $399K | Hold |
10,636
| – | – | 0.24% | 73 |
|
|
2023
Q3 | $399K | Sell |
10,636
-108
| -1% | -$4.05K | 0.34% | 38 |
|
|
2023
Q2 | $411K | Sell |
10,744
-717
| -6% | -$27.4K | 0.35% | 38 |
|
|
2023
Q1 | $434K | Buy |
+11,461
| New | +$434K | 0.4% | 37 |
|