BKS 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-4,310
| Closed | -$206K | – | 234 |
|
2018
Q1 | $206K | Buy |
+4,310
| New | +$206K | 0.08% | 201 |
|
2017
Q3 | – | Sell |
-4,310
| Closed | -$177K | – | 215 |
|
2017
Q2 | $177K | Buy |
+4,310
| New | +$177K | 0.07% | 196 |
|
2016
Q4 | – | Sell |
-5,210
| Closed | -$196K | – | 196 |
|
2016
Q3 | $196K | Buy |
+5,210
| New | +$196K | 0.09% | 164 |
|
2015
Q3 | – | Sell |
-6,760
| Closed | -$294K | – | 155 |
|
2015
Q2 | $294K | Hold |
6,760
| – | – | 0.14% | 109 |
|
2015
Q1 | $287K | Buy |
+6,760
| New | +$287K | 0.14% | 106 |
|