Harbor Investment Advisory’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Harbor Investment Advisory’s Portfolio DEM Stock Details DEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.2K	Hold	321	–	–	﹤0.01%	971
2026 Q1	$15.9K	Hold	321	–	–	﹤0.01%	824
2025 Q4	$15K	Buy	321 +258	+410%	+$11.9K	﹤0.01%	869
2025 Q3	$2.87K	Hold	63	–	–	﹤0.01%	1070
2025 Q2	$2.83K	Hold	63	–	–	﹤0.01%	1057
2025 Q1	$2.63K	Hold	63	–	–	﹤0.01%	1053
2024 Q4	$2.53K	Buy	+63	New	+$2.66K	﹤0.01%	1041
2021 Q2	–	Sell	-135	Closed	-$6K	–	1264
2021 Q1	$6K	Hold	135	–	–	﹤0.01%	1052
2020 Q4	$6K	Buy	+135	New	+$5.17K	﹤0.01%	994

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FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

First City Capital Management Savannah, Georgia $206M AUM 26.13% 1-Year Est. Return