Kovitz Investment Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,656
| Closed | -$205K | – | 1221 |
|
|
2024
Q3 | $205K | Buy |
+4,656
| New | +$205K | ﹤0.01% | 943 |
|
|
2020
Q2 | – | Sell |
-8,275
| Closed | -$267K | – | 371 |
|
|
2020
Q1 | $267K | Sell |
8,275
-2,050
| -20% | -$66.1K | 0.01% | 332 |
|
|
2019
Q4 | $473K | Sell |
10,325
-4,785
| -32% | -$219K | 0.01% | 319 |
|
|
2019
Q3 | $624K | Sell |
15,110
-2,090
| -12% | -$86.3K | 0.02% | 304 |
|
|
2019
Q2 | $768K | Sell |
17,200
-1,466
| -8% | -$65.5K | 0.02% | 286 |
|
|
2019
Q1 | $818K | Buy |
+18,666
| New | +$818K | 0.03% | 291 |
|