Financial Advocates Investment Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-6,505
| Closed | -$604K | – | 779 |
|
2022
Q3 | $604K | Buy |
+6,505
| New | +$604K | 0.05% | 361 |
|
2020
Q3 | – | Sell |
-6,916
| Closed | -$218K | – | 623 |
|
2020
Q2 | $218K | Buy |
+6,916
| New | +$218K | 0.02% | 523 |
|
2018
Q4 | – | Sell |
-15,158
| Closed | -$663K | – | 441 |
|
2018
Q3 | $663K | Sell |
15,158
-9,156
| -38% | -$400K | 0.07% | 241 |
|
2018
Q2 | $1.04M | Sell |
24,314
-191
| -0.8% | -$8.15K | 0.13% | 170 |
|
2018
Q1 | $1.17M | Sell |
24,505
-9,539
| -28% | -$456K | 0.15% | 141 |
|
2017
Q4 | $1.54M | Buy |
+34,044
| New | +$1.54M | 0.21% | 103 |
|