McKinley Carter Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
29,542
-538
| -2% | -$24.4K | 0.07% | 147 |
|
|
2025
Q1 | $1.27M | Buy |
30,080
+21,899
| +268% | +$922K | 0.08% | 143 |
|
|
2024
Q4 | $331K | Hold |
8,181
| – | – | 0.02% | 240 |
|
|
2024
Q3 | $360K | Sell |
8,181
-245
| -3% | -$10.8K | 0.02% | 238 |
|
|
2024
Q2 | $365K | Buy |
8,426
+4
| +0% | +$173 | 0.02% | 233 |
|
|
2024
Q1 | $352K | Sell |
8,422
-529
| -6% | -$22.1K | 0.02% | 240 |
|
|
2023
Q4 | $364K | Buy |
8,951
+283
| +3% | +$11.5K | 0.03% | 233 |
|
|
2023
Q3 | $325K | Sell |
8,668
-1,689
| -16% | -$63.3K | 0.03% | 238 |
|
|
2023
Q2 | $396K | Buy |
10,357
+30
| +0.3% | +$1.15K | 0.03% | 227 |
|
|
2023
Q1 | $391K | Sell |
10,327
-2,008
| -16% | -$76K | 0.03% | 229 |
|
|
2022
Q4 | $440K | Buy |
12,335
+3
| +0% | +$107 | 0.04% | 213 |
|
|
2022
Q3 | $401K | Sell |
12,332
-164
| -1% | -$5.33K | 0.04% | 209 |
|
|
2022
Q2 | $463K | Sell |
12,496
-70
| -0.6% | -$2.59K | 0.04% | 204 |
|
|
2022
Q1 | $550K | Sell |
12,566
-3,081
| -20% | -$135K | 0.04% | 192 |
|
|
2021
Q4 | $678K | Buy |
15,647
+869
| +6% | +$37.7K | 0.05% | 168 |
|
|
2021
Q3 | $645K | Sell |
14,778
-99
| -0.7% | -$4.32K | 0.05% | 168 |
|
|
2021
Q2 | $680K | Sell |
14,877
-6,438
| -30% | -$294K | 0.06% | 163 |
|
|
2021
Q1 | $946K | Buy |
+21,315
| New | +$946K | 0.08% | 147 |
|