Arkadios 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 | $475K | Buy |
10,486
+4,849
| +86% | +$220K | 0.01% | 847 |
|
|
2025
Q1 | $237K | Buy |
+5,637
| New | +$237K | 0.01% | 988 |
|
|
2021
Q4 | – | Sell |
-5,515
| Closed | -$240K | – | 840 |
|
|
2021
Q3 | $240K | Sell |
5,515
-1,697
| -24% | -$73.9K | 0.03% | 460 |
|
|
2021
Q2 | $329K | Buy |
7,212
+546
| +8% | +$24.9K | 0.04% | 432 |
|
|
2021
Q1 | $295K | Buy |
6,666
+1,715
| +35% | +$75.9K | 0.05% | 345 |
|
|
2020
Q4 | $203K | Buy |
+4,951
| New | +$203K | 0.04% | 322 |
|
|
2020
Q2 | – | Sell |
-305
| Closed | -$9.82K | – | 985 |
|
|
2020
Q1 | $9.82K | Sell |
305
-201
| -40% | -$6.47K | 0.01% | 640 |
|
|
2019
Q4 | $22.1K | Buy |
+506
| New | +$22.1K | 0.01% | 439 |
|