Cornerstone Planning Group’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 | $3.27K | Buy |
72
+1
| +1% | +$45 | ﹤0.01% | 827 |
|
|
2025
Q1 | $2.92K | Sell |
71
-268
| -79% | -$11K | ﹤0.01% | 887 |
|
|
2024
Q4 | $14K | Buy |
339
+1
| +0.3% | +$41 | ﹤0.01% | 365 |
|
|
2024
Q3 | $14.4K | Buy |
338
+8
| +2% | +$341 | ﹤0.01% | 355 |
|
|
2024
Q2 | $13.4K | Buy |
330
+5
| +2% | +$202 | ﹤0.01% | 380 |
|
|
2024
Q1 | $14K | Hold |
325
| – | – | ﹤0.01% | 346 |
|
|
2023
Q4 | $13.2K | Sell |
325
-483
| -60% | -$19.6K | ﹤0.01% | 381 |
|
|
2023
Q3 | $30.3K | Sell |
808
-348
| -30% | -$13K | 0.01% | 251 |
|
|
2023
Q2 | $44.2K | Buy |
+1,156
| New | +$44.2K | 0.02% | 265 |
|
|
2022
Q4 | $44.1K | Buy |
+1,156
| New | +$44.1K | 0.02% | 290 |
|