Key Financial Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Buy |
9,290
+3
| +0% | +$136 | 0.08% | 183 |
|
|
2025
Q1 | $391K | Sell |
9,287
-70
| -0.7% | -$2.95K | 0.09% | 182 |
|
|
2024
Q4 | $379K | Buy |
9,357
+3,701
| +65% | +$150K | 0.09% | 178 |
|
|
2024
Q3 | $249K | Buy |
5,656
+7
| +0.1% | +$308 | 0.06% | 227 |
|
|
2024
Q2 | $245K | Buy |
5,649
+4
| +0.1% | +$173 | 0.06% | 214 |
|
|
2024
Q1 | $236K | Buy |
5,645
+544
| +11% | +$22.8K | 0.06% | 212 |
|
|
2023
Q4 | $208K | Buy |
5,101
+2
| +0% | +$81 | 0.06% | 221 |
|
|
2023
Q3 | $191K | Buy |
5,099
+8
| +0.2% | +$300 | 0.06% | 212 |
|
|
2023
Q2 | $195K | Buy |
5,091
+4
| +0.1% | +$153 | 0.06% | 212 |
|
|
2023
Q1 | $193K | Buy |
5,087
+4,004
| +370% | +$152K | 0.07% | 203 |
|
|
2022
Q4 | $35.2K | Hold |
1,083
| – | – | 0.02% | 413 |
|
|
2022
Q3 | $35K | Buy |
1,083
+11
| +1% | +$355 | 0.02% | 417 |
|
|
2022
Q2 | $39K | Buy |
1,072
+7
| +0.7% | +$255 | 0.02% | 403 |
|
|
2022
Q1 | $47K | Buy |
1,065
+4
| +0.4% | +$177 | 0.02% | 369 |
|
|
2021
Q4 | $46K | Buy |
1,061
+5
| +0.5% | +$217 | 0.02% | 359 |
|
|
2021
Q3 | $46K | Buy |
1,056
+100
| +10% | +$4.36K | 0.03% | 349 |
|
|
2021
Q2 | $43K | Buy |
956
+3
| +0.3% | +$135 | 0.02% | 367 |
|
|
2021
Q1 | $42K | Hold |
953
| – | – | 0.03% | 304 |
|
|
2020
Q4 | $39K | Buy |
+953
| New | +$39K | 0.03% | 281 |
|
|
2020
Q2 | – | Sell |
-942
| Closed | -$30K | – | 207 |
|
|
2020
Q1 | $30K | Buy |
+942
| New | +$30K | 0.03% | 279 |
|