Castleview 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 |
-337
| Closed | -$13.6K | – | 265 |
|
|
2024
Q4 | $13.6K | Hold |
337
| – | – | 0.01% | 540 |
|
|
2024
Q3 | $14.8K | Hold |
337
| – | – | 0.01% | 491 |
|
|
2024
Q2 | $14.6K | Hold |
337
| – | – | 0.01% | 468 |
|
|
2024
Q1 | $14.1K | Hold |
337
| – | – | 0.01% | 506 |
|
|
2023
Q4 | $13.7K | Hold |
337
| – | – | 0.01% | 486 |
|
|
2023
Q3 | $12.6K | Buy |
337
+2
| +0.6% | +$75 | 0.01% | 404 |
|
|
2023
Q2 | $12.8K | Buy |
+335
| New | +$12.8K | 0.01% | 403 |
|