Spire Wealth Management’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 | $52.8K | Sell |
1,165
-60
| -5% | -$2.72K | ﹤0.01% | 1176 |
|
|
2025
Q1 | $51.5K | Sell |
1,225
-20
| -2% | -$842 | ﹤0.01% | 1271 |
|
|
2024
Q4 | $50.4K | Hold |
1,245
| – | – | ﹤0.01% | 1280 |
|
|
2024
Q3 | $54.8K | Hold |
1,245
| – | – | ﹤0.01% | 1103 |
|
|
2024
Q2 | $53.9K | Buy |
1,245
+588
| +89% | +$25.5K | ﹤0.01% | 1091 |
|
|
2024
Q1 | $27.5K | Hold |
657
| – | – | ﹤0.01% | 1411 |
|
|
2023
Q4 | $25.5K | Buy |
657
+18
| +3% | +$699 | ﹤0.01% | 1449 |
|
|
2023
Q3 | $24K | Hold |
639
| – | – | ﹤0.01% | 1436 |
|
|
2023
Q2 | $24.5K | Sell |
639
-186
| -23% | -$7.12K | ﹤0.01% | 1504 |
|
|
2023
Q1 | $31.2K | Hold |
825
| – | – | ﹤0.01% | 1416 |
|
|
2022
Q4 | $29K | Hold |
825
| – | – | ﹤0.01% | 1216 |
|
|
2022
Q3 | $27K | Sell |
825
-18
| -2% | -$589 | ﹤0.01% | 1201 |
|
|
2022
Q2 | $31K | Sell |
843
-304
| -27% | -$11.2K | ﹤0.01% | 1487 |
|
|
2022
Q1 | $50K | Buy |
1,147
+3
| +0.3% | +$131 | ﹤0.01% | 1449 |
|
|
2021
Q4 | $50K | Buy |
1,144
+5
| +0.4% | +$219 | ﹤0.01% | 1733 |
|
|
2021
Q3 | $50K | Buy |
1,139
+7
| +0.6% | +$307 | ﹤0.01% | 1474 |
|
|
2021
Q2 | $52K | Sell |
1,132
-4,359
| -79% | -$200K | ﹤0.01% | 1460 |
|
|
2021
Q1 | $242K | Buy |
+5,491
| New | +$242K | 0.01% | 977 |
|