Arbor Trust Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Sell |
61,314
-554
| -0.9% | -$25.1K | 1.36% | 29 |
|
|
2025
Q1 | $2.6M | Buy |
61,868
+2,196
| +4% | +$92.4K | 1.22% | 28 |
|
|
2024
Q4 | $2.42M | Buy |
59,672
+12,173
| +26% | +$493K | 1.13% | 29 |
|
|
2024
Q3 | $2.06M | Hold |
47,499
| – | – | 1.08% | 32 |
|
|
2024
Q2 | $2.06M | Buy |
47,499
+2,891
| +6% | +$125K | 1.08% | 32 |
|
|
2024
Q1 | $1.9M | Buy |
44,608
+17,335
| +64% | +$738K | 1.04% | 33 |
|
|
2023
Q4 | $1.11M | Buy |
+27,273
| New | +$1.11M | 0.66% | 37 |
|