Evergreen Wealth Solutions’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
2026 Q1	$317K	Sell	6,371 -291	-4%	-$14.4K	0.02%	321
2025 Q4	$311K	Sell	6,662 -14	-0.2%	-$648	0.04%	166
2025 Q3	$307K	Buy	6,676 +56	+0.8%	+$2.59K	0.17%	93
2025 Q2	$300K	Sell	6,620 -597	-8%	-$25.7K	0.18%	89
2025 Q1	$304K	Sell	7,217 -146	-2%	-$6.08K	0.2%	83
2024 Q4	$298K	Buy	7,363 +78	+1%	+$3.3K	0.21%	80
2024 Q3	$321K	Buy	7,285 +996	+16%	+$43.2K	0.22%	83
2024 Q2	$272K	Sell	6,289 -328	-5%	-$14.1K	0.19%	93
2024 Q1	$277K	Sell	6,617 -108	-2%	-$4.41K	0.21%	93
2023 Q4	$274K	Buy	6,725 +1,171	+21%	+$44.8K	0.23%	95
2023 Q3	$208K	Buy	+5,554	New	+$216K	0.21%	97
2022 Q2	–	Sell	-5,114	Closed	-$224K	–	102
2022 Q1	$224K	Sell	5,114 -1,909	-27%	-$84.8K	0.22%	90
2021 Q4	$304K	Buy	+7,023	New	+$306K	0.28%	76