FSC Wealth Advisors’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 | $371K | Sell |
8,202
-286
| -3% | -$13K | 0.23% | 52 |
|
|
2025
Q1 | $357K | Sell |
8,488
-246
| -3% | -$10.4K | 0.23% | 52 |
|
|
2024
Q4 | $354K | Buy |
8,734
+518
| +6% | +$21K | 0.23% | 53 |
|
|
2024
Q3 | $362K | Buy |
8,216
+376
| +5% | +$16.5K | 0.26% | 51 |
|
|
2024
Q2 | $340K | Buy |
7,840
+184
| +2% | +$7.97K | 0.25% | 47 |
|
|
2024
Q1 | $320K | Buy |
7,656
+3,290
| +75% | +$138K | 0.23% | 45 |
|
|
2023
Q4 | $178K | Buy |
4,366
+1,632
| +60% | +$66.4K | 0.13% | 52 |
|
|
2023
Q3 | $102K | Buy |
2,734
+185
| +7% | +$6.93K | 0.11% | 44 |
|
|
2023
Q2 | $97.6K | Sell |
2,549
-32
| -1% | -$1.23K | 0.09% | 47 |
|
|
2023
Q1 | $97.7K | Buy |
2,581
+1,985
| +333% | +$75.2K | 0.15% | 37 |
|
|
2022
Q4 | $21.2K | Sell |
596
-940
| -61% | -$33.5K | 0.04% | 82 |
|
|
2022
Q3 | $50K | Sell |
1,536
-211
| -12% | -$6.87K | 0.48% | 42 |
|
|
2022
Q2 | $65K | Buy |
1,747
+1,553
| +801% | +$57.8K | 0.58% | 39 |
|
|
2022
Q1 | $8K | Buy |
194
+2
| +1% | +$82 | 0.01% | 132 |
|
|
2021
Q4 | $8K | Buy |
+192
| New | +$8K | 0.01% | 137 |
|