EWM
Evercore 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-26
| Closed | -$1K | – | 1020 |
|
|
2016
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 923 |
|
|
2015
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 985 |
|
|
2015
Q3 | $1K | Sell |
26
-1,690
| -98% | -$65K | ﹤0.01% | 936 |
|
|
2015
Q2 | $74K | Buy |
1,716
+710
| +71% | +$30.6K | ﹤0.01% | 567 |
|
|
2015
Q1 | $43K | Buy |
+1,006
| New | +$43K | ﹤0.01% | 648 |
|
|
2014
Q4 | – | Sell |
-3,163
| Closed | -$151K | – | 881 |
|
|
2014
Q3 | $151K | Hold |
3,163
| – | – | 0.01% | 447 |
|
|
2014
Q2 | $164K | Sell |
3,163
-1,320
| -29% | -$68.4K | 0.01% | 420 |
|
|
2014
Q1 | $219K | Sell |
4,483
-104,740
| -96% | -$5.12M | 0.01% | 363 |
|
|
2013
Q4 | $5.57M | Sell |
109,223
-400,372
| -79% | -$20.4M | 0.31% | 91 |
|
|
2013
Q3 | $26.3M | Sell |
509,595
-785,334
| -61% | -$40.6M | 1.51% | 10 |
|
|
2013
Q2 | $62.6M | Buy |
+1,294,929
| New | +$62.6M | 3.54% | 1 |
|