Moneta Group Investment Advisors’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 |
-14,070
| Closed | -$644K | – | 248 |
|
|
2019
Q4 | $644K | Buy |
14,070
+6
| +0% | +$275 | 0.05% | 152 |
|
|
2019
Q3 | $581K | Sell |
14,064
-602
| -4% | -$24.9K | 0.05% | 153 |
|
|
2019
Q2 | $655K | Sell |
14,666
-662
| -4% | -$29.6K | 0.06% | 141 |
|
|
2019
Q1 | $672K | Sell |
15,328
-986
| -6% | -$43.2K | 0.07% | 122 |
|
|
2018
Q4 | $655K | Buy |
+16,314
| New | +$655K | 0.08% | 121 |
|