Geneos Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $82.9K | Hold |
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|
2025
Q2 | $81.6K | Sell |
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|
2025
Q1 | $152K | Buy |
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|
2024
Q4 | $87.1K | Sell |
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|
2024
Q3 | $101K | Sell |
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|
2024
Q2 | $110K | Hold |
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|
2024
Q1 | $107K | Sell |
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|
2023
Q4 | $114K | Sell |
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|
2023
Q3 | $138K | Hold |
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|
2023
Q2 | $141K | Buy |
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|
2023
Q1 | $138K | Sell |
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|
2022
Q4 | $130K | Sell |
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|
2022
Q3 | $121K | Sell |
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|
2022
Q2 | $149K | Sell |
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|
2022
Q1 | $181K | Sell |
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|
2021
Q4 | $185K | Buy |
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|
2021
Q3 | $179K | Sell |
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|
2021
Q2 | $198K | Sell |
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|
2021
Q1 | $206K | Buy |
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|
2020
Q4 | $185K | Sell |
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|
2020
Q3 | $172K | Sell |
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|
2020
Q2 | $195K | Buy |
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|
2020
Q1 | $152K | Sell |
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|
2019
Q4 | $222K | Sell |
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|
2019
Q3 | $211K | Sell |
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|
2019
Q2 | $356K | Buy |
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|
2019
Q1 | $336K | Buy |
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|
2018
Q4 | $305K | Sell |
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|
2018
Q3 | $344K | Buy |
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|
2018
Q2 | $222K | Sell |
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|
2018
Q1 | $389K | Sell |
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|
2017
Q4 | $393K | Buy |
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|
2017
Q3 | $336K | Buy |
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|
2017
Q2 | $267K | Buy |
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|
2017
Q1 | $234K | Buy |
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|
2016
Q4 | $59K | Buy |
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|
2016
Q3 | $58K | Hold |
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|
2016
Q2 | $55K | Sell |
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|
2016
Q1 | $59K | Buy |
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