SWM
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Spire Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Spire Wealth Management’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 		$62.7K Hold
1,165
– – ﹤0.01% 1116
2026
Q1 		$57.9K Hold
1,165
– – ﹤0.01% 1133
2025
Q4 		$54.4K Hold
1,165
– – ﹤0.01% 1152
2025
Q3 		$53.6K Hold
1,165
– – ﹤0.01% 1211
2025
Q2 		$52.8K Sell
1,165
-60
-5% -$2.58K ﹤0.01% 1176
2025
Q1 		$51.5K Sell
1,225
-20
-2% -$833 ﹤0.01% 1271
2024
Q4 		$50.4K Hold
1,245
– – ﹤0.01% 1280
2024
Q3 		$54.8K Hold
1,245
– – ﹤0.01% 1103
2024
Q2 		$53.9K Buy
1,245
+588
+89% +$25.3K ﹤0.01% 1091
2024
Q1 		$27.5K Hold
657
– – ﹤0.01% 1411
2023
Q4 		$25.5K Buy
657
+18
+3% +$689 ﹤0.01% 1449
2023
Q3 		$23.9K Hold
639
– – ﹤0.01% 1436
2023
Q2 		$24.5K Sell
639
-186
-23% -$7.15K ﹤0.01% 1504
2023
Q1 		$31.2K Hold
825
– – ﹤0.01% 1416
2022
Q4 		$29K Hold
825
– – ﹤0.01% 1216
2022
Q3 		$27K Sell
825
-18
-2% -$652 ﹤0.01% 1202
2022
Q2 		$31K Sell
843
-304
-27% -$12.4K ﹤0.01% 1487
2022
Q1 		$50K Buy
1,147
+3
+0.3% +$133 ﹤0.01% 1449
2021
Q4 		$50K Buy
1,144
+5
+0.4% +$218 ﹤0.01% 1733
2021
Q3 		$50K Buy
1,139
+7
+0.6% +$314 ﹤0.01% 1474
2021
Q2 		$52K Sell
1,132
-4,359
-79% -$200K ﹤0.01% 1460
2021
Q1 		$242K Buy
+5,491
New +$236K 0.01% 977

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