Atria Wealth Solutions’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 | $656K | Sell |
14,461
-697
| -5% | -$31.6K | 0.01% | 807 |
|
|
2025
Q1 | $638K | Sell |
15,158
-7,520
| -33% | -$316K | 0.01% | 1072 |
|
|
2024
Q4 | $918K | Buy |
22,678
+6,581
| +41% | +$266K | 0.01% | 949 |
|
|
2024
Q3 | $708K | Buy |
16,097
+844
| +6% | +$37.1K | 0.01% | 1056 |
|
|
2024
Q2 | $661K | Buy |
15,253
+407
| +3% | +$17.6K | 0.01% | 1081 |
|
|
2024
Q1 | $621K | Sell |
14,846
-4,763
| -24% | -$199K | 0.01% | 1146 |
|
|
2023
Q4 | $798K | Buy |
19,609
+4,285
| +28% | +$174K | 0.01% | 966 |
|
|
2023
Q3 | $574K | Sell |
15,324
-5,534
| -27% | -$207K | 0.01% | 1063 |
|
|
2023
Q2 | $798K | Buy |
20,858
+7,925
| +61% | +$303K | 0.01% | 942 |
|
|
2023
Q1 | $490K | Buy |
12,933
+1,240
| +11% | +$46.9K | 0.01% | 1146 |
|
|
2022
Q4 | $417K | Sell |
11,693
-7,676
| -40% | -$274K | 0.01% | 1172 |
|
|
2022
Q3 | $630K | Sell |
19,369
-258
| -1% | -$8.39K | 0.01% | 903 |
|
|
2022
Q2 | $727K | Sell |
19,627
-1,793
| -8% | -$66.4K | 0.01% | 805 |
|
|
2022
Q1 | $938K | Buy |
+21,420
| New | +$938K | 0.02% | 765 |
|