Steward Partners Investment Advisory’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 | $3.66M | Buy |
80,745
+172
| +0.2% | +$7.79K | 0.03% | 508 |
|
|
2025
Q1 | $3.39M | Buy |
80,573
+4,326
| +6% | +$182K | 0.03% | 504 |
|
|
2024
Q4 | $3.09M | Buy |
76,247
+2,560
| +3% | +$104K | 0.03% | 505 |
|
|
2024
Q3 | $3.24M | Buy |
73,687
+2,281
| +3% | +$100K | 0.03% | 491 |
|
|
2024
Q2 | $3.09M | Buy |
71,406
+267
| +0.4% | +$11.6K | 0.03% | 467 |
|
|
2024
Q1 | $2.98M | Sell |
71,139
-1,421
| -2% | -$59.5K | 0.03% | 456 |
|
|
2023
Q4 | $2.95M | Sell |
72,560
-2,245
| -3% | -$91.3K | 0.04% | 404 |
|
|
2023
Q3 | $2.8M | Sell |
74,805
-1,207
| -2% | -$45.2K | 0.04% | 381 |
|
|
2023
Q2 | $2.91M | Sell |
76,012
-2,516
| -3% | -$96.3K | 0.04% | 377 |
|
|
2023
Q1 | $2.97M | Buy |
78,528
+3,406
| +5% | +$129K | 0.05% | 363 |
|
|
2022
Q4 | $2.68M | Buy |
75,122
+7,762
| +12% | +$277K | 0.05% | 372 |
|
|
2022
Q3 | $2.19M | Buy |
67,360
+246
| +0.4% | +$8K | 0.04% | 402 |
|
|
2022
Q2 | $2.49M | Buy |
67,114
+5,171
| +8% | +$191K | 0.05% | 373 |
|
|
2022
Q1 | $2.71M | Buy |
61,943
+6,200
| +11% | +$271K | 0.04% | 389 |
|
|
2021
Q4 | $2.42M | Buy |
55,743
+4,543
| +9% | +$197K | 0.04% | 440 |
|
|
2021
Q3 | $2.23M | Sell |
51,200
-1,460
| -3% | -$63.7K | 0.04% | 425 |
|
|
2021
Q2 | $2.41M | Sell |
52,660
-771
| -1% | -$35.2K | 0.04% | 405 |
|
|
2021
Q1 | $2.37M | Buy |
53,431
+3,271
| +7% | +$145K | 0.04% | 391 |
|
|
2020
Q4 | $2.06M | Sell |
50,160
-248
| -0.5% | -$10.2K | 0.04% | 360 |
|
|
2020
Q3 | $1.78M | Buy |
50,408
+2,347
| +5% | +$82.7K | 0.04% | 344 |
|
|
2020
Q2 | $1.74M | Sell |
48,061
-2,905
| -6% | -$105K | 0.05% | 332 |
|
|
2020
Q1 | $1.64M | Sell |
50,966
-8,743
| -15% | -$282K | 0.06% | 293 |
|
|
2019
Q4 | $2.73M | Buy |
59,709
+132
| +0.2% | +$6.04K | 0.08% | 252 |
|
|
2019
Q3 | $2.46M | Sell |
59,577
-3,536
| -6% | -$146K | 0.08% | 246 |
|
|
2019
Q2 | $2.82M | Sell |
63,113
-686
| -1% | -$30.6K | 0.1% | 201 |
|
|
2019
Q1 | $2.8M | Buy |
63,799
+9,490
| +17% | +$416K | 0.12% | 180 |
|
|
2018
Q4 | $2.18M | Buy |
54,309
+8,662
| +19% | +$348K | 0.11% | 206 |
|
|
2018
Q3 | $1.99M | Sell |
45,647
-584
| -1% | -$25.5K | 0.1% | 222 |
|
|
2018
Q2 | $1.98M | Sell |
46,231
-10,815
| -19% | -$464K | 0.12% | 192 |
|
|
2018
Q1 | $2.73M | Sell |
57,046
-205
| -0.4% | -$9.8K | 0.19% | 123 |
|
|
2017
Q4 | $2.6M | Buy |
57,251
+3,185
| +6% | +$144K | 0.2% | 122 |
|
|
2017
Q3 | $2.32M | Buy |
54,066
+1,492
| +3% | +$64.1K | 0.24% | 101 |
|
|
2017
Q2 | $2.16M | Sell |
52,574
-2,551
| -5% | -$105K | 0.24% | 103 |
|
|
2017
Q1 | $2.25M | Buy |
+55,125
| New | +$2.25M | 0.34% | 73 |
|