Essex Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-4,280
| Closed | -$222K | – | 301 |
|
|
2014
Q2 | $222K | Sell |
4,280
-500
| -10% | -$25.9K | 0.07% | 272 |
|
|
2014
Q1 | $235K | Hold |
4,780
| – | – | 0.08% | 245 |
|
|
2013
Q4 | $244K | Hold |
4,780
| – | – | 0.08% | 233 |
|
|
2013
Q3 | $247 | Buy |
4,780
+200
| +4% | +$10 | 0.08% | 216 |
|
|
2013
Q2 | $221K | Buy |
+4,580
| New | +$221K | 0.08% | 233 |
|