Transform Wealth’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
2024 Q4	–	Sell	-41,635	Closed	-$1.83M	–	262
2024 Q3	$1.83M	Buy	+41,635	New	+$1.83M	0.12%	105
2023 Q3	–	Sell	-68,897	Closed	-$2.64M	–	243
2023 Q2	$2.64M	Sell	68,897 -860	-1%	-$32.9K	0.24%	103
2023 Q1	$2.64M	Buy	+69,757	New	+$2.64M	0.25%	99