All Season Financial Advisors’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
Q3 | $2.53M | Sell |
57,477
-28,330
| -33% | -$1.25M | 2.15% | 13 |
|
2024
Q2 | $3.72M | Buy |
85,807
+42,723
| +99% | +$1.85M | 3.37% | 7 |
|
2024
Q1 | $1.8M | Sell |
43,084
-28,665
| -40% | -$1.2M | 1.49% | 18 |
|
2023
Q4 | $2.92M | Sell |
71,749
-6,634
| -8% | -$270K | 2.48% | 10 |
|
2023
Q3 | $2.94M | Sell |
78,383
-2,306
| -3% | -$86.4K | 2.97% | 9 |
|
2023
Q2 | $3.09M | Sell |
80,689
-2,321
| -3% | -$88.8K | 2.77% | 12 |
|
2023
Q1 | $3.14M | Buy |
83,010
+30,770
| +59% | +$1.16M | 2.85% | 9 |
|
2022
Q4 | $1.86M | Buy |
+52,240
| New | +$1.86M | 1.65% | 20 |
|
2022
Q3 | – | Sell |
-65,967
| Closed | -$2.44M | – | 107 |
|
2022
Q2 | $2.44M | Buy |
+65,967
| New | +$2.44M | 2.09% | 12 |
|