SAG
SageView Advisory Group’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 | $390K | Hold |
8,523
| – | – | 0.01% | 429 |
|
|
2025
Q1 | $359K | Hold |
8,523
| – | – | 0.02% | 420 |
|
|
2024
Q4 | $345K | Hold |
8,523
| – | – | 0.01% | 415 |
|
|
2024
Q3 | $375K | Sell |
8,523
-452
| -5% | -$19.9K | 0.02% | 346 |
|
|
2024
Q2 | $389K | Buy |
+8,975
| New | +$389K | 0.02% | 381 |
|
|
2024
Q1 | – | Sell |
-10,570
| Closed | -$423K | – | 564 |
|
|
2023
Q4 | $423K | Buy |
10,570
+1,111
| +12% | +$44.4K | 0.02% | 431 |
|
|
2023
Q3 | $355K | Sell |
9,459
-73
| -0.8% | -$2.74K | 0.02% | 385 |
|
|
2023
Q2 | $365K | Buy |
9,532
+455
| +5% | +$17.4K | 0.02% | 409 |
|
|
2023
Q1 | $344K | Buy |
9,077
+102
| +1% | +$3.86K | 0.02% | 363 |
|
|
2022
Q4 | $320K | Buy |
+8,975
| New | +$320K | 0.03% | 311 |
|