Fusion Family Wealth’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $208K | Hold |
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|
2023
Q2 | $212K | Buy |
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|
2023
Q1 | $200K | Buy |
|
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $9K | Hold |
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|
2020
Q4 | $8K | Hold |
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|
2020
Q3 | $7K | Hold |
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|
2020
Q2 | $7K | Hold |
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|
2020
Q1 | $7K | Sell |
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|
2019
Q4 | $96K | Hold |
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|
2019
Q3 | $87K | Hold |
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|
2019
Q2 | $94K | Sell |
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|
2019
Q1 | $263K | Sell |
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|
2018
Q4 | $421K | Sell |
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|
2018
Q3 | $2.07M | Sell |
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|
2018
Q2 | $4.14M | Sell |
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|
2018
Q1 | $5.73M | Sell |
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|
2017
Q4 | $68M | Buy |
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|
2017
Q3 | $5.87M | Buy |
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|
2017
Q2 | $5.39M | Buy |
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|
2017
Q1 | $5.27M | Sell |
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|
2016
Q4 | $5.08M | Buy |
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