Summit Wealth Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Summit Wealth Partners’s Portfolio DEM Stock Details DEM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$699K	Sell
2025 Q2	$702K	Sell
2025 Q1	$865K	Sell
2024 Q4	$835K	Sell
2024 Q3	$927K	Buy
2024 Q2	$832K	Buy
2024 Q1	$594K	Buy
2023 Q4	$351K	Buy