Narus Financial Partners’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
Q1 | – | Sell |
-5,536
| Closed | -$224K | – | 151 |
|
|
2024
Q4 | $224K | Sell |
5,536
-406
| -7% | -$16.4K | 0.08% | 137 |
|
|
2024
Q3 | $262K | Sell |
5,942
-900
| -13% | -$39.6K | 0.09% | 127 |
|
|
2024
Q2 | $296K | Sell |
6,842
-201
| -3% | -$8.71K | 0.12% | 109 |
|
|
2024
Q1 | $295K | Buy |
7,043
+314
| +5% | +$13.1K | 0.13% | 112 |
|
|
2023
Q4 | $274K | Buy |
+6,729
| New | +$274K | 0.13% | 109 |
|