Elevation Wealth Partners’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 | $345K | Sell |
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|
2025
Q2 | $347K | Sell |
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|
2025
Q1 | $390K | Sell |
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|
2024
Q4 | $396K | Sell |
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|
2024
Q3 | $432K | Sell |
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|
2024
Q2 | $455K | Sell |
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|
2024
Q1 | $440K | Sell |
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|
2023
Q4 | $399K | Hold |
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|
2023
Q3 | $399K | Sell |
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|
2023
Q2 | $411K | Sell |
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|
2023
Q1 | $434K | Buy |
|