Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $1.99M | Buy |
41,540
+7,338
| +21% | +$351K | 1.28% | 28 |
|
|
2017
Q4 | $1.55M | Buy |
34,202
+1,163
| +4% | +$52.7K | 0.96% | 33 |
|
|
2017
Q3 | $1.42M | Buy |
33,039
+404
| +1% | +$17.4K | 0.94% | 35 |
|
|
2017
Q2 | $1.34M | Buy |
32,635
+3,804
| +13% | +$156K | 0.91% | 37 |
|
|
2017
Q1 | $1.18M | Buy |
28,831
+2,861
| +11% | +$117K | 0.86% | 46 |
|
|
2016
Q4 | $969K | Buy |
25,970
+1,222
| +5% | +$45.6K | 0.81% | 40 |
|
|
2016
Q3 | $929K | Buy |
24,748
+2,525
| +11% | +$94.8K | 0.71% | 53 |
|
|
2016
Q2 | $787K | Buy |
22,223
+2,029
| +10% | +$71.9K | 0.65% | 59 |
|
|
2016
Q1 | $703K | Buy |
20,194
+11,699
| +138% | +$407K | 0.66% | 61 |
|
|
2015
Q4 | $268K | Buy |
+8,495
| New | +$268K | 0.26% | 85 |
|