Realta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,595
| Closed | -$112K | – | 420 |
|
|
2024
Q2 | $112K | Sell |
2,595
-114
| -4% | -$4.94K | 0.02% | 458 |
|
|
2024
Q1 | $113K | Buy |
+2,709
| New | +$113K | 0.02% | 466 |
|
|
2023
Q1 | – | Sell |
-2,913
| Closed | -$104K | – | 479 |
|
|
2022
Q4 | $104K | Sell |
2,913
-94
| -3% | -$3.35K | 0.03% | 474 |
|
|
2022
Q3 | $98K | Buy |
+3,007
| New | +$98K | 0.03% | 454 |
|
|
2020
Q1 | – | Sell |
-3,474
| Closed | -$147K | – | 543 |
|
|
2019
Q4 | $147K | Buy |
3,474
+236
| +7% | +$9.99K | 0.04% | 405 |
|
|
2019
Q3 | $131K | Sell |
3,238
-126
| -4% | -$5.1K | 0.04% | 431 |
|
|
2019
Q2 | $143K | Buy |
3,364
+3,275
| +3,680% | +$139K | 0.04% | 404 |
|
|
2019
Q1 | $4K | Buy |
+89
| New | +$4K | ﹤0.01% | 1104 |
|