Madrona Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-12,358
| Closed | -$391K | – | 37 |
|
2015
Q4 | $391K | Buy |
12,358
+1,097
| +10% | +$34.7K | 0.39% | 23 |
|
2015
Q3 | $377K | Buy |
11,261
+1,872
| +20% | +$62.7K | 0.41% | 23 |
|
2015
Q2 | $408K | Sell |
9,389
-974
| -9% | -$42.3K | 0.42% | 23 |
|
2015
Q1 | $440K | Sell |
10,363
-535
| -5% | -$22.7K | 0.44% | 25 |
|
2014
Q4 | $459K | Buy |
+10,898
| New | +$459K | 0.49% | 25 |
|