Surevest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-103,163
| Closed | -$4.72M | – | 103 |
|
|
2019
Q4 | $4.72M | Buy |
103,163
+9,715
| +10% | +$445K | 2.02% | 7 |
|
|
2019
Q3 | $3.86M | Buy |
93,448
+6,329
| +7% | +$261K | 1.9% | 10 |
|
|
2019
Q2 | $3.89M | Buy |
87,119
+4,125
| +5% | +$184K | 2.02% | 9 |
|
|
2019
Q1 | $3.64M | Buy |
82,994
+14,097
| +20% | +$618K | 2.24% | 9 |
|
|
2018
Q4 | $2.77M | Buy |
+68,897
| New | +$2.77M | 2.18% | 10 |
|