IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.95M | Buy |
39,179
+6,973
| +22% | +$346K | 0.04% | 459 |
|
|
2025
Q4 | $1.5M | Buy |
32,206
+4,945
| +18% | +$229K | 0.03% | 504 |
|
|
2025
Q3 | $1.25M | Sell |
27,261
-3,871
| -12% | -$179K | 0.03% | 518 |
|
|
2025
Q2 | $1.41M | Sell |
31,132
-6,337
| -17% | -$273K | 0.04% | 462 |
|
|
2025
Q1 | $1.58M | Sell |
37,469
-6,448
| -15% | -$269K | 0.05% | 417 |
|
|
2024
Q4 | $1.78M | Sell |
43,917
-11,737
| -21% | -$496K | 0.06% | 358 |
|
|
2024
Q3 | $2.45M | Buy |
55,654
+11,157
| +25% | +$484K | 0.09% | 251 |
|
|
2024
Q2 | $1.93M | Buy |
44,497
+1,140
| +3% | +$49K | 0.08% | 272 |
|
|
2024
Q1 | $1.81M | Buy |
43,357
+2,427
| +6% | +$99K | 0.08% | 272 |
|
|
2023
Q4 | $1.66M | Sell |
40,930
-953
| -2% | -$36.5K | 0.08% | 278 |
|
|
2023
Q3 | $1.57M | Buy |
41,883
+1,764
| +4% | +$68.6K | 0.07% | 293 |
|
|
2023
Q2 | $1.54M | Buy |
40,119
+10,770
| +37% | +$414K | 0.06% | 313 |
|
|
2023
Q1 | $1.35M | Buy |
29,349
+7,813
| +36% | +$295K | 0.06% | 309 |
|
|
2022
Q4 | $991K | Buy |
21,536
+697
| +3% | +$24.2K | 0.03% | 621 |
|
|
2022
Q3 | $957K | Buy |
20,839
+87
| +0.4% | +$3.15K | 0.02% | 649 |
|
|
2022
Q2 | $954K | Hold |
20,752
| – | – | 0.03% | 597 |
|
|
2022
Q1 | $954K | Buy |
20,752
+14,088
| +211% | +$626K | 0.03% | 597 |
|
|
2021
Q4 | $288K | Buy |
6,664
+59
| +0.9% | +$2.57K | 0.01% | 795 |
|
|
2021
Q3 | $287K | Sell |
6,605
-2,737
| -29% | -$123K | 0.01% | 790 |
|
|
2021
Q2 | $429K | Sell |
9,342
-1,575
| -14% | -$72.1K | 0.01% | 593 |
|
|
2021
Q1 | $482K | Sell |
10,917
-15,356
| -58% | -$661K | 0.01% | 533 |
|
|
2020
Q4 | $1.08M | Buy |
26,273
+1,821
| +7% | +$69.8K | 0.04% | 329 |
|
|
2020
Q3 | $854K | Buy |
24,452
+15,211
| +165% | +$570K | 0.05% | 320 |
|
|
2020
Q2 | $338K | Buy |
9,241
+180
| +2% | +$6.34K | 0.03% | 506 |
|
|
2020
Q1 | $301K | Buy |
9,061
+574
| +7% | +$23.3K | 0.03% | 453 |
|
|
2019
Q4 | $387K | Sell |
8,487
-17,912
| -68% | -$778K | 0.03% | 480 |
|
|
2019
Q3 | $1.08M | Buy |
+26,399
| New | +$1.13M | 0.07% | 285 |
|
|
2019
Q1 | $1.05M | Sell |
24,021
-416
| -2% | -$18K | 0.14% | 153 |
|
|
2018
Q4 | $982K | Sell |
24,437
-206
| -0.8% | -$8.44K | 0.06% | 355 |
|
|
2018
Q3 | $1.08M | Sell |
24,643
-3,222
| -12% | -$140K | 0.04% | 410 |
|
|
2018
Q2 | $1.2M | Sell |
27,865
-764
| -3% | -$34.9K | 0.05% | 368 |
|
|
2018
Q1 | $1.3M | Hold |
28,629
| – | – | 0.06% | 324 |
|
|
2017
Q4 | $1.3M | Buy |
28,629
+7,056
| +33% | +$308K | 0.06% | 325 |
|
|
2017
Q3 | $928K | Buy |
21,573
+14,856
| +221% | +$640K | 0.04% | 462 |
|
|
2017
Q2 | $275K | Sell |
6,717
-340
| -5% | -$13.9K | 0.01% | 950 |
|
|
2017
Q1 | $288K | Sell |
7,057
-2,379
| -25% | -$94.8K | 0.01% | 921 |
|
|
2016
Q4 | $352K | Sell |
9,436
-298
| -3% | -$11.1K | 0.02% | 785 |
|
|
2016
Q3 | $366K | Buy |
9,734
+185
| +2% | +$6.98K | 0.02% | 706 |
|
|
2016
Q2 | $338K | Sell |
9,549
-14,472
| -60% | -$501K | 0.02% | 721 |
|
|
2016
Q1 | $1.05M | Buy |
24,021
+15,139
| +170% | +$473K | 0.14% | 153 |
|
|
2015
Q4 | $281K | Buy |
+8,882
| New | +$305K | 0.02% | 695 |
|
Other funds holding DEM
KIM
