Able Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $919K | Buy |
20,302
+5,393
| +36% | +$244K | 0.46% | 45 |
|
|
2025
Q1 | $627K | Buy |
14,909
+2,218
| +17% | +$93.3K | 0.37% | 55 |
|
|
2024
Q4 | $514K | Buy |
12,691
+315
| +3% | +$12.8K | 0.34% | 60 |
|
|
2024
Q3 | $545K | Sell |
12,376
-611
| -5% | -$26.9K | 0.41% | 50 |
|
|
2024
Q2 | $562K | Sell |
12,987
-545
| -4% | -$23.6K | 0.46% | 43 |
|
|
2024
Q1 | $566K | Sell |
13,532
-469
| -3% | -$19.6K | 0.49% | 37 |
|
|
2023
Q4 | $570K | Buy |
+14,001
| New | +$570K | 0.52% | 35 |
|