Rockingstone 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $485K | Hold |
10,700
| – | – | 0.25% | 82 |
|
2025
Q1 | $450K | Hold |
10,700
| – | – | 0.2% | 84 |
|
2024
Q4 | $433K | Buy |
10,700
+250
| +2% | +$10.1K | 0.19% | 86 |
|
2024
Q3 | $460K | Buy |
10,450
+250
| +2% | +$11K | 0.23% | 85 |
|
2024
Q2 | $442K | Hold |
10,200
| – | – | 0.23% | 85 |
|
2024
Q1 | $427K | Sell |
10,200
-500
| -5% | -$20.9K | 0.22% | 89 |
|
2023
Q4 | $435K | Hold |
10,700
| – | – | 0.24% | 85 |
|
2023
Q3 | $401K | Sell |
10,700
-400
| -4% | -$15K | 0.22% | 89 |
|
2023
Q2 | $425K | Hold |
11,100
| – | – | 0.24% | 82 |
|
2023
Q1 | $420K | Buy |
11,100
+1,300
| +13% | +$49.2K | 0.26% | 82 |
|
2022
Q4 | $349K | Buy |
+9,800
| New | +$349K | 0.26% | 85 |
|