EWS
Evergreen Wealth Solutions’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Sell |
6,620
-597
| -8% | -$27K | 0.18% | 89 |
|
|
2025
Q1 | $304K | Sell |
7,217
-146
| -2% | -$6.14K | 0.2% | 83 |
|
|
2024
Q4 | $298K | Buy |
7,363
+78
| +1% | +$3.16K | 0.21% | 80 |
|
|
2024
Q3 | $321K | Buy |
7,285
+996
| +16% | +$43.8K | 0.22% | 83 |
|
|
2024
Q2 | $272K | Sell |
6,289
-328
| -5% | -$14.2K | 0.19% | 93 |
|
|
2024
Q1 | $277K | Sell |
6,617
-108
| -2% | -$4.52K | 0.21% | 93 |
|
|
2023
Q4 | $274K | Buy |
6,725
+1,171
| +21% | +$47.6K | 0.23% | 95 |
|
|
2023
Q3 | $208K | Buy |
+5,554
| New | +$208K | 0.21% | 97 |
|
|
2022
Q2 | – | Sell |
-5,114
| Closed | -$224K | – | 102 |
|
|
2022
Q1 | $224K | Sell |
5,114
-1,909
| -27% | -$83.6K | 0.22% | 90 |
|
|
2021
Q4 | $304K | Buy |
+7,023
| New | +$304K | 0.28% | 76 |
|