Cornerstone Financial 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 | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | $285K | Buy |
+6,272
| New | +$285K | 0.09% | 117 |
|
2017
Q3 | – | Sell |
-27,382
| Closed | -$1.12M | – | 114 |
|
2017
Q2 | $1.12M | Sell |
27,382
-28,260
| -51% | -$1.16M | 0.44% | 51 |
|
2017
Q1 | $2.27M | Buy |
55,642
+720
| +1% | +$29.4K | 0.76% | 36 |
|
2016
Q4 | $2.05M | Buy |
54,922
+1,390
| +3% | +$52K | 0.66% | 41 |
|
2016
Q3 | $2.01M | Buy |
+53,532
| New | +$2.01M | 0.7% | 39 |
|