Kingsview Wealth Management’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 | $231K | Buy |
5,093
+200
| +4% | +$9.06K | ﹤0.01% | 1048 |
|
2025
Q1 | $206K | Buy |
+4,893
| New | +$206K | ﹤0.01% | 1033 |
|
2022
Q2 | – | Sell |
-5,736
| Closed | -$251K | – | 825 |
|
2022
Q1 | $251K | Sell |
5,736
-2,138
| -27% | -$93.6K | 0.01% | 750 |
|
2021
Q4 | $341K | Sell |
7,874
-2,307
| -23% | -$99.9K | 0.01% | 673 |
|
2021
Q3 | $444K | Buy |
10,181
+233
| +2% | +$10.2K | 0.02% | 577 |
|
2021
Q2 | $453K | Buy |
9,948
+3,545
| +55% | +$161K | 0.02% | 585 |
|
2021
Q1 | $283K | Buy |
+6,403
| New | +$283K | 0.02% | 662 |
|