Sowell Financial Services’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
Q4 | – | Sell |
-10,441
| Closed | -$460K | – | 522 |
|
|
2024
Q3 | $460K | Hold |
10,441
| – | – | 0.02% | 453 |
|
|
2024
Q2 | $452K | Buy |
+10,441
| New | +$452K | 0.02% | 446 |
|
|
2021
Q2 | – | Sell |
-3,062
| Closed | -$141K | – | 1043 |
|
|
2021
Q1 | $141K | Buy |
3,062
+719
| +31% | +$33.1K | ﹤0.01% | 1219 |
|
|
2020
Q4 | $96K | Hold |
2,343
| – | – | ﹤0.01% | 1171 |
|
|
2020
Q3 | $83K | Buy |
2,343
+214
| +10% | +$7.58K | ﹤0.01% | 1045 |
|
|
2020
Q2 | $77K | Buy |
2,129
+1,646
| +341% | +$59.5K | ﹤0.01% | 1044 |
|
|
2020
Q1 | $16K | Buy |
483
+353
| +272% | +$11.7K | ﹤0.01% | 1452 |
|
|
2019
Q4 | $6K | Hold |
130
| – | – | ﹤0.01% | 1831 |
|
|
2019
Q3 | $5K | Buy |
+130
| New | +$5K | ﹤0.01% | 1754 |
|