Summit Wealth Partners’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 | $702K | Sell |
15,500
-5,054
| -25% | -$229K | 0.13% | 102 |
|
|
2025
Q1 | $865K | Sell |
20,554
-65
| -0.3% | -$2.74K | 0.18% | 89 |
|
|
2024
Q4 | $835K | Sell |
20,619
-438
| -2% | -$17.7K | 0.17% | 90 |
|
|
2024
Q3 | $927K | Buy |
21,057
+1,840
| +10% | +$81K | 0.18% | 93 |
|
|
2024
Q2 | $832K | Buy |
19,217
+5,024
| +35% | +$218K | 0.17% | 92 |
|
|
2024
Q1 | $594K | Buy |
14,193
+5,576
| +65% | +$233K | 0.13% | 114 |
|
|
2023
Q4 | $351K | Buy |
+8,617
| New | +$351K | 0.08% | 145 |
|