EWM
Empirical Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.69M | Buy |
125,718
+2,827
| +2% | +$128K | 0.13% | 120 |
|
|
2025
Q1 | $5.17M | Sell |
122,891
-1,382
| -1% | -$58.2K | 0.13% | 128 |
|
|
2024
Q4 | $5.03M | Buy |
124,273
+6,990
| +6% | +$283K | 0.14% | 116 |
|
|
2024
Q3 | $5.16M | Buy |
117,283
+3,874
| +3% | +$170K | 0.14% | 114 |
|
|
2024
Q2 | $4.91M | Sell |
113,409
-5,740
| -5% | -$249K | 0.15% | 111 |
|
|
2024
Q1 | $4.99M | Buy |
119,149
+1,849
| +2% | +$77.4K | 0.15% | 109 |
|
|
2023
Q4 | $4.77M | Sell |
117,300
-4,391
| -4% | -$179K | 0.16% | 105 |
|
|
2023
Q3 | $4.56M | Sell |
121,691
-1,779
| -1% | -$66.7K | 0.18% | 96 |
|
|
2023
Q2 | $4.73M | Buy |
123,470
+2,625
| +2% | +$100K | 0.19% | 97 |
|
|
2023
Q1 | $4.58M | Buy |
120,845
+6,308
| +6% | +$239K | 0.2% | 90 |
|
|
2022
Q4 | $4.08M | Buy |
114,537
+10,679
| +10% | +$381K | 0.19% | 89 |
|
|
2022
Q3 | $3.38M | Buy |
103,858
+9,244
| +10% | +$301K | 0.18% | 94 |
|
|
2022
Q2 | $3.5M | Buy |
94,614
+7,792
| +9% | +$289K | 0.18% | 91 |
|
|
2022
Q1 | $3.8M | Buy |
86,822
+9,378
| +12% | +$410K | 0.19% | 83 |
|
|
2021
Q4 | $3.36M | Buy |
77,444
+5,882
| +8% | +$255K | 0.17% | 94 |
|
|
2021
Q3 | $3.12M | Buy |
71,562
+4,584
| +7% | +$200K | 0.18% | 88 |
|
|
2021
Q2 | $3.06M | Buy |
66,978
+11,222
| +20% | +$513K | 0.19% | 83 |
|
|
2021
Q1 | $2.47M | Buy |
55,756
+5,584
| +11% | +$248K | 0.2% | 81 |
|
|
2020
Q4 | $2.06M | Buy |
50,172
+1,930
| +4% | +$79.4K | 0.16% | 94 |
|
|
2020
Q3 | $1.7M | Buy |
48,242
+1,898
| +4% | +$66.9K | 0.15% | 99 |
|
|
2020
Q2 | $1.67M | Buy |
46,344
+4,646
| +11% | +$168K | 0.16% | 92 |
|
|
2020
Q1 | $1.35M | Sell |
41,698
-12,699
| -23% | -$410K | 0.15% | 95 |
|
|
2019
Q4 | $2.49M | Buy |
54,397
+5,748
| +12% | +$263K | 0.27% | 55 |
|
|
2019
Q3 | $2.01M | Buy |
48,649
+11,003
| +29% | +$455K | 0.24% | 69 |
|
|
2019
Q2 | $1.68M | Buy |
37,646
+7,120
| +23% | +$318K | 0.22% | 73 |
|
|
2019
Q1 | $1.34M | Buy |
30,526
+10,619
| +53% | +$465K | 0.19% | 73 |
|
|
2018
Q4 | $799K | Sell |
19,907
-558
| -3% | -$22.4K | 0.14% | 88 |
|
|
2018
Q3 | $894K | Buy |
20,465
+569
| +3% | +$24.9K | 0.16% | 74 |
|
|
2018
Q2 | $853K | Buy |
19,896
+371
| +2% | +$15.9K | 0.16% | 77 |
|
|
2018
Q1 | $934K | Buy |
19,525
+789
| +4% | +$37.7K | 0.18% | 61 |
|
|
2017
Q4 | $850K | Buy |
18,736
+1,805
| +11% | +$81.9K | 0.18% | 62 |
|
|
2017
Q3 | $728K | Buy |
16,931
+1,720
| +11% | +$74K | 0.17% | 70 |
|
|
2017
Q2 | $624K | Buy |
15,211
+1,001
| +7% | +$41.1K | 0.15% | 74 |
|
|
2017
Q1 | $580K | Buy |
14,210
+391
| +3% | +$16K | 0.14% | 76 |
|
|
2016
Q4 | $516K | Buy |
13,819
+2,868
| +26% | +$107K | 0.13% | 76 |
|
|
2016
Q3 | $411K | Buy |
10,951
+1,678
| +18% | +$63K | 0.11% | 78 |
|
|
2016
Q2 | $328K | Buy |
9,273
+114
| +1% | +$4.03K | 0.09% | 85 |
|
|
2016
Q1 | $319K | Buy |
9,159
+1,236
| +16% | +$43K | 0.08% | 89 |
|
|
2015
Q4 | $251K | Buy |
7,923
+1,152
| +17% | +$36.5K | 0.06% | 94 |
|
|
2015
Q3 | $227K | Sell |
6,771
-4,319
| -39% | -$145K | 0.05% | 107 |
|
|
2015
Q2 | $482K | Buy |
11,090
+457
| +4% | +$19.9K | 0.11% | 75 |
|
|
2015
Q1 | $452K | Buy |
10,633
+1,262
| +13% | +$53.6K | 0.11% | 70 |
|
|
2014
Q4 | $395K | Buy |
9,371
+3,355
| +56% | +$141K | 0.1% | 72 |
|
|
2014
Q3 | $287K | Buy |
6,016
+77
| +1% | +$3.67K | 0.07% | 84 |
|
|
2014
Q2 | $308K | Buy |
5,939
+834
| +16% | +$43.3K | 0.08% | 80 |
|
|
2014
Q1 | $250K | Buy |
+5,105
| New | +$250K | 0.07% | 83 |
|