Calton & Associates’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 | $341K | Buy |
7,536
+1,267
| +20% | +$57.4K | 0.06% | 264 |
|
|
2025
Q1 | $264K | Buy |
+6,269
| New | +$264K | 0.06% | 260 |
|
|
2024
Q4 | – | Sell |
-7,019
| Closed | -$309K | – | 213 |
|
|
2024
Q3 | $309K | Buy |
+7,019
| New | +$309K | 0.12% | 164 |
|
|
2023
Q4 | – | Sell |
-8,326
| Closed | -$312K | – | 249 |
|
|
2023
Q3 | $312K | Buy |
+8,326
| New | +$312K | 0.46% | 57 |
|
|
2018
Q1 | – | Sell |
-1,489
| Closed | -$73K | – | 537 |
|
|
2017
Q4 | $73K | Buy |
+1,489
| New | +$73K | 0.02% | 561 |
|