Balboa Wealth Partners’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
Q1 | – | Sell |
-8,463
| Closed | -$343K | – | 340 |
|
|
2024
Q4 | $343K | Sell |
8,463
-1,113
| -12% | -$45.1K | 0.08% | 189 |
|
|
2024
Q3 | $421K | Buy |
9,576
+243
| +3% | +$10.7K | 0.11% | 155 |
|
|
2024
Q2 | $404K | Buy |
9,333
+4,257
| +84% | +$184K | 0.11% | 154 |
|
|
2024
Q1 | $212K | Buy |
5,076
+13
| +0.3% | +$544 | 0.06% | 222 |
|
|
2023
Q4 | $206K | Buy |
+5,063
| New | +$206K | 0.07% | 209 |
|