JFS Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $44K | Sell |
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2025
Q1 | $43K | Hold |
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2024
Q4 | $41.3K | Sell |
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2024
Q3 | $55.4K | Sell |
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2024
Q2 | $57.3K | Sell |
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2024
Q1 | $72.4K | Buy |
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2023
Q4 | $70.4K | Buy |
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2023
Q3 | $64.8K | Buy |
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2023
Q2 | $65.9K | Buy |
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2023
Q1 | $65K | Buy |
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2022
Q4 | $61.2K | Buy |
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2022
Q3 | $56K | Sell |
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2022
Q2 | $92K | Buy |
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2022
Q1 | $108K | Buy |
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2021
Q4 | $106K | Buy |
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2021
Q3 | $106K | Sell |
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2021
Q2 | $125K | Buy |
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2021
Q1 | $121K | Sell |
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2020
Q4 | $144K | Buy |
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2020
Q3 | $118K | Buy |
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2020
Q2 | $120K | Buy |
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2020
Q1 | $107K | Hold |
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2019
Q4 | $152K | Buy |
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2019
Q3 | $135K | Buy |
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2019
Q2 | $145K | Sell |
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2019
Q1 | $143K | Hold |
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2018
Q4 | $131K | Buy |
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2018
Q3 | $129K | Hold |
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2018
Q2 | $127K | Buy |
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2018
Q1 | $141K | Buy |
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2017
Q4 | $133K | Sell |
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2017
Q3 | $170K | Sell |
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2017
Q2 | $219K | Sell |
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2017
Q1 | $662K | Hold |
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2016
Q4 | $662K | Sell |
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2016
Q3 | $1.1M | Sell |
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2016
Q2 | $1.42M | Sell |
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2016
Q1 | $1.66M | Buy |
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2015
Q4 | $1.49M | Sell |
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2015
Q3 | $1.62M | Buy |
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2015
Q2 | $2.04M | Sell |
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2015
Q1 | $2.04M | Buy |
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2014
Q4 | $1.91M | Buy |
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2014
Q3 | $2.1M | Sell |
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2014
Q2 | $2.42M | Sell |
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2014
Q1 | $3.12M | Sell |
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2013
Q4 | $4.39M | Buy |
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2013
Q3 | $4.27M | Buy |
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2013
Q2 | $3.5M | Buy |
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