Birchcreek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15,307
| Closed | -$663K | – | 124 |
|
|
2024
Q2 | $663K | Sell |
15,307
-3,205
| -17% | -$139K | 0.37% | 61 |
|
|
2024
Q1 | $775K | Buy |
18,512
+1,165
| +7% | +$48.7K | 0.41% | 60 |
|
|
2023
Q4 | $706K | Buy |
17,347
+3,079
| +22% | +$125K | 0.42% | 56 |
|
|
2023
Q3 | $535K | Buy |
14,268
+8,865
| +164% | +$332K | 0.36% | 69 |
|
|
2023
Q2 | $207K | Buy |
+5,403
| New | +$207K | 0.14% | 126 |
|