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SFS
Sowell Financial Services’s
WisdomTree Emerging Markets High Dividend Fund
DEM
Stock Holding History
Sowell Financial Services’s Portfolio
DEM Stock Details
DEM Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
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
+$449K
0.02%
446
2021
Q2
–
Sell
-3,062
Closed
-$141K
–
1043
2021
Q1
$141K
Buy
3,062
+719
+31%
+$30.9K
﹤0.01%
1219
2020
Q4
$96K
Hold
2,343
–
–
﹤0.01%
1171
2020
Q3
$83K
Buy
2,343
+214
+10%
+$8.01K
﹤0.01%
1045
2020
Q2
$77K
Buy
2,129
+1,646
+341%
+$58K
﹤0.01%
1044
2020
Q1
$16K
Buy
483
+353
+272%
+$14.3K
﹤0.01%
1452
2019
Q4
$6K
Hold
130
–
–
﹤0.01%
1831
2019
Q3
$5K
Buy
+130
New
+$5.56K
﹤0.01%
1754
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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