Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-28,288
| Closed | -$1.3M | – | 155 |
|
|
2019
Q4 | $1.3M | Buy |
28,288
+1,820
| +7% | +$83.3K | 0.25% | 74 |
|
|
2019
Q3 | $1.09M | Sell |
26,468
-10,469
| -28% | -$432K | 0.22% | 83 |
|
|
2019
Q2 | $16.7K | Buy |
36,937
+852
| +2% | +$384 | 0.32% | 62 |
|
|
2019
Q1 | $1.58M | Buy |
+36,085
| New | +$1.58M | 0.3% | 66 |
|
|
2018
Q2 | – | Sell |
-63,669
| Closed | -$3.05M | – | 174 |
|
|
2018
Q1 | $3.05M | Buy |
+63,669
| New | +$3.05M | 0.8% | 27 |
|
|
2014
Q1 | – | Sell |
-38,893
| Closed | -$1.99M | – | 40 |
|
|
2013
Q4 | $1.99M | Buy |
38,893
+1,559
| +4% | +$79.6K | 0.84% | 30 |
|
|
2013
Q3 | $1.93M | Buy |
+37,334
| New | +$1.93M | 1.01% | 28 |
|