Rockbridge Investment 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
Q2 | $236K | Sell |
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|
2025
Q1 | $222K | Sell |
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|
2024
Q4 | $217K | Hold |
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|
2024
Q3 | $236K | Buy |
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|
2024
Q2 | $232K | Buy |
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|
2024
Q1 | $204K | Hold |
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|
2023
Q4 | $198K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $177K | Sell |
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|
2022
Q1 | $226K | Sell |
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|
2021
Q4 | $345K | Buy |
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|
2021
Q3 | $13K | Hold |
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|
2021
Q2 | $13K | Buy |
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|
2021
Q1 | $1K | Buy |
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