MWP
Moller Wealth Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Sell |
6,639
-44
| -0.7% | -$1.99K | 0.07% | 55 |
|
|
2025
Q1 | $281K | Sell |
6,683
-107
| -2% | -$4.5K | 0.07% | 53 |
|
|
2024
Q4 | $275K | Hold |
6,790
| – | – | 0.07% | 55 |
|
|
2024
Q3 | $299K | Hold |
6,790
| – | – | 0.07% | 54 |
|
|
2024
Q2 | $294K | Hold |
6,790
| – | – | 0.08% | 54 |
|
|
2024
Q1 | $284K | Hold |
6,790
| – | – | 0.08% | 43 |
|
|
2023
Q4 | $276K | Hold |
6,790
| – | – | 0.08% | 42 |
|
|
2023
Q3 | $254K | Hold |
6,790
| – | – | 0.08% | 42 |
|
|
2023
Q2 | $260K | Hold |
6,790
| – | – | 0.08% | 43 |
|
|
2023
Q1 | $257K | Sell |
6,790
-99
| -1% | -$3.75K | 0.08% | 43 |
|
|
2022
Q4 | $246K | Sell |
6,889
-10,921
| -61% | -$389K | 0.08% | 46 |
|
|
2022
Q3 | $579K | Buy |
17,810
+2,640
| +17% | +$85.8K | 0.21% | 36 |
|
|
2022
Q2 | $562K | Sell |
15,170
-797
| -5% | -$29.5K | 0.19% | 36 |
|
|
2022
Q1 | $699K | Buy |
15,967
+8
| +0.1% | +$350 | 0.22% | 35 |
|
|
2021
Q4 | $691K | Sell |
15,959
-563
| -3% | -$24.4K | 0.22% | 33 |
|
|
2021
Q3 | $721K | Buy |
16,522
+18
| +0.1% | +$785 | 0.24% | 33 |
|
|
2021
Q2 | $754K | Buy |
16,504
+10
| +0.1% | +$457 | 0.25% | 33 |
|
|
2021
Q1 | $732K | Hold |
16,494
| – | – | 0.26% | 33 |
|
|
2020
Q4 | $679K | Sell |
16,494
-2,725
| -14% | -$112K | 0.28% | 35 |
|
|
2020
Q3 | $677K | Sell |
19,219
-9,116
| -32% | -$321K | 0.3% | 31 |
|
|
2020
Q2 | $1.02M | Buy |
28,335
+1,767
| +7% | +$63.9K | 0.45% | 27 |
|
|
2020
Q1 | $857K | Sell |
26,568
-5,202
| -16% | -$168K | 0.44% | 25 |
|
|
2019
Q4 | $1.45M | Sell |
31,770
-468
| -1% | -$21.4K | 0.64% | 24 |
|
|
2019
Q3 | $1.33M | Hold |
32,238
| – | – | 0.64% | 24 |
|
|
2019
Q2 | $1.44M | Sell |
32,238
-1,089
| -3% | -$48.6K | 0.74% | 23 |
|
|
2019
Q1 | $1.46M | Sell |
33,327
-1,160
| -3% | -$50.9K | 0.66% | 21 |
|
|
2018
Q4 | $1.44M | Buy |
34,487
+4,797
| +16% | +$200K | 0.94% | 21 |
|
|
2018
Q3 | $1.3M | Sell |
29,690
-590
| -2% | -$25.8K | 0.57% | 19 |
|
|
2018
Q2 | $1.3M | Hold |
30,280
| – | – | 0.5% | 23 |
|
|
2018
Q1 | $1.45M | Sell |
30,280
-761
| -2% | -$36.4K | 0.63% | 21 |
|
|
2017
Q4 | $1.41M | Sell |
31,041
-879
| -3% | -$39.9K | 0.54% | 21 |
|
|
2017
Q3 | $1.37M | Sell |
31,920
-417
| -1% | -$17.9K | 0.53% | 21 |
|
|
2017
Q2 | $1.33M | Hold |
32,337
| – | – | 0.56% | 21 |
|
|
2017
Q1 | $1.32M | Sell |
32,337
-561
| -2% | -$22.9K | 0.58% | 23 |
|
|
2016
Q4 | $1.23M | Sell |
32,898
-3,517
| -10% | -$131K | 0.61% | 21 |
|
|
2016
Q3 | $1.37M | Sell |
36,415
-231
| -0.6% | -$8.68K | 0.63% | 22 |
|
|
2016
Q2 | $1.3M | Sell |
36,646
-525
| -1% | -$18.6K | 0.64% | 23 |
|
|
2016
Q1 | $1.3M | Sell |
37,171
-1,658
| -4% | -$57.8K | 0.76% | 20 |
|
|
2015
Q4 | $1.23M | Buy |
38,829
+21,630
| +126% | +$685K | 0.68% | 21 |
|
|
2015
Q3 | $576K | Sell |
17,199
-1,820
| -10% | -$61K | 0.53% | 25 |
|
|
2015
Q2 | $826K | Sell |
19,019
-747
| -4% | -$32.4K | 0.38% | 27 |
|
|
2015
Q1 | $840K | Sell |
19,766
-326
| -2% | -$13.9K | 0.39% | 27 |
|
|
2014
Q4 | $847K | Sell |
20,092
-3,773
| -16% | -$159K | 0.42% | 26 |
|
|
2014
Q3 | $1.14M | Sell |
23,865
-182
| -0.8% | -$8.69K | 0.54% | 25 |
|
|
2014
Q2 | $1.25M | Sell |
24,047
-2,165
| -8% | -$112K | 0.57% | 22 |
|
|
2014
Q1 | $1.29M | Sell |
26,212
-292
| -1% | -$14.3K | 0.66% | 24 |
|
|
2013
Q4 | $1.35M | Sell |
26,504
-3,116
| -11% | -$159K | 0.73% | 23 |
|
|
2013
Q3 | $1.53M | Sell |
29,620
-4,340
| -13% | -$224K | 0.96% | 22 |
|
|
2013
Q2 | $1.64M | Buy |
+33,960
| New | +$1.64M | 1.2% | 16 |
|