Carolinas Wealth Consulting’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 | – | Sell |
-2,427
| Closed | -$102K | – | 221 |
|
|
2025
Q1 | $102K | Hold |
2,427
| – | – | 0.02% | 241 |
|
|
2024
Q4 | $98.3K | Hold |
2,427
| – | – | 0.02% | 251 |
|
|
2024
Q3 | $107K | Sell |
2,427
-272
| -10% | -$12K | 0.02% | 252 |
|
|
2024
Q2 | $117K | Hold |
2,699
| – | – | 0.02% | 235 |
|
|
2024
Q1 | $113K | Sell |
2,699
-1,245
| -32% | -$52.1K | 0.02% | 240 |
|
|
2023
Q4 | $160K | Hold |
3,944
| – | – | 0.03% | 180 |
|
|
2023
Q3 | $144K | Hold |
3,944
| – | – | 0.04% | 181 |
|
|
2023
Q2 | $151K | Hold |
3,944
| – | – | 0.03% | 204 |
|
|
2023
Q1 | $149K | Sell |
3,944
-665
| -14% | -$25.2K | 0.03% | 209 |
|
|
2022
Q4 | $164K | Buy |
+4,609
| New | +$164K | 0.04% | 186 |
|