B. Riley Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-1,200
| Closed | -$52K | – | 272 |
|
2015
Q2 | $52K | Hold |
1,200
| – | – | 0.04% | 394 |
|
2015
Q1 | $51K | Hold |
1,200
| – | – | 0.04% | 405 |
|
2014
Q4 | $50K | Sell |
1,200
-1,950
| -62% | -$81.3K | 0.04% | 396 |
|
2014
Q3 | $150K | Buy |
3,150
+300
| +11% | +$14.3K | 0.11% | 234 |
|
2014
Q2 | $147K | Buy |
2,850
+200
| +8% | +$10.3K | 0.1% | 269 |
|
2014
Q1 | $130K | Buy |
+2,650
| New | +$130K | 0.1% | 263 |
|