Precedent Wealth Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Sell |
4,803
-93
| -2% | -$4.21K | 0.05% | 165 |
|
|
2025
Q1 | $206K | Sell |
4,896
-12,397
| -72% | -$522K | 0.06% | 152 |
|
|
2024
Q4 | $700K | Buy |
17,293
+4,153
| +32% | +$168K | 0.23% | 105 |
|
|
2024
Q3 | $578K | Sell |
13,140
-755
| -5% | -$33.2K | 0.19% | 105 |
|
|
2024
Q2 | $602K | Sell |
13,895
-5,745
| -29% | -$249K | 0.24% | 94 |
|
|
2024
Q1 | $822K | Sell |
19,640
-7,310
| -27% | -$306K | 0.35% | 75 |
|
|
2023
Q4 | $1.1M | Buy |
+26,950
| New | +$1.1M | 0.56% | 39 |
|