EPG Wealth Management’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 Q1	–	Sell	-4,170	Closed	-$169K	–	419
2024 Q4	$169K	Sell	4,170 -666	-14%	-$28.1K	0.04%	240
2024 Q3	$213K	Buy	+4,836	New	+$210K	0.05%	233
2024 Q2	–	Sell	-4,753	Closed	-$204K	–	246
2024 Q1	$199K	Buy	4,753 +12	+0.3%	+$489	0.05%	251
2023 Q4	$190K	Buy	4,741 +17	+0.4%	+$651	0.05%	243
2023 Q3	$177K	Sell	4,724 -530	-10%	-$20.6K	0.05%	240
2023 Q2	$201K	Sell	5,254 -12	-0.2%	-$461	0.06%	235
2023 Q1	$199K	Buy	5,266 +1,256	+31%	+$47.4K	0.06%	235
2022 Q4	$143K	Buy	4,010 +24	+0.6%	+$833	0.05%	224
2022 Q3	$130K	Buy	+3,986	New	+$144K	0.05%	220
2022 Q2	–	Sell	-3,849	Closed	-$168K	–	237
2022 Q1	$168K	Buy	3,849 +2,155	+127%	+$95.8K	0.06%	243
2021 Q4	$73K	Sell	1,694 -256	-13%	-$11.1K	0.03%	270
2021 Q3	$85K	Buy	+1,950	New	+$87.4K	0.03%	246
2020 Q2	–	Sell	-1,015	Closed	-$33K	–	273
2020 Q1	$33K	Buy	1,015 +938	+1,218%	+$38K	0.02%	331
2019 Q4	$4K	Buy	+77	New	+$3.35K	﹤0.01%	536