B. Riley 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 | $363K | Buy |
+8,016
| New | +$363K | 0.02% | 629 |
|
|
2024
Q4 | $324K | Sell |
8,011
-635
| -7% | -$25.7K | 0.01% | 840 |
|
|
2024
Q3 | $382K | Sell |
8,646
-231
| -3% | -$10.2K | 0.01% | 847 |
|
|
2024
Q2 | $384K | Sell |
8,877
-6,655
| -43% | -$288K | 0.01% | 924 |
|
|
2024
Q1 | $582K | Buy |
15,532
+281
| +2% | +$10.5K | 0.02% | 723 |
|
|
2023
Q4 | $620K | Sell |
15,251
-281
| -2% | -$11.4K | 0.02% | 711 |
|
|
2023
Q3 | $582K | Sell |
15,532
-2,486
| -14% | -$93.2K | 0.02% | 723 |
|
|
2023
Q2 | $692K | Sell |
18,018
-285
| -2% | -$10.9K | 0.02% | 715 |
|
|
2023
Q1 | $693K | Buy |
18,303
+102
| +0.6% | +$3.86K | 0.02% | 684 |
|
|
2022
Q4 | $650K | Buy |
18,201
+1,943
| +12% | +$69.4K | 0.02% | 687 |
|
|
2022
Q3 | $529K | Buy |
16,258
+1,433
| +10% | +$46.6K | 0.02% | 737 |
|
|
2022
Q2 | $549K | Sell |
14,825
-305
| -2% | -$11.3K | 0.02% | 623 |
|
|
2022
Q1 | $663K | Buy |
15,130
+3,380
| +29% | +$148K | 0.02% | 613 |
|
|
2021
Q4 | $509K | Buy |
11,750
+15
| +0.1% | +$650 | 0.01% | 794 |
|
|
2021
Q3 | $512K | Buy |
11,735
+1,738
| +17% | +$75.8K | 0.02% | 770 |
|
|
2021
Q2 | $457K | Buy |
9,997
+3,472
| +53% | +$159K | 0.01% | 809 |
|
|
2021
Q1 | $290K | Buy |
+6,525
| New | +$290K | 0.01% | 1019 |
|
|
2015
Q1 | – | Sell |
-1,904
| Closed | -$80 | – | 884 |
|
|
2014
Q4 | $80 | Buy |
+1,904
| New | +$80 | ﹤0.01% | 1838 |
|
|
2014
Q3 | – | Sell |
-1,916
| Closed | -$99.3K | – | 915 |
|
|
2014
Q2 | $99.3K | Sell |
1,916
-2,206
| -54% | -$114K | 0.02% | 727 |
|
|
2014
Q1 | $202K | Sell |
4,122
-3,682
| -47% | -$180K | 0.06% | 386 |
|
|
2013
Q4 | $398K | Sell |
7,804
-684
| -8% | -$34.9K | 0.13% | 183 |
|
|
2013
Q3 | $439K | Buy |
8,488
+2,750
| +48% | +$142K | 0.15% | 160 |
|
|
2013
Q2 | $277K | Buy |
+5,738
| New | +$277K | 0.09% | 245 |
|