TBWA
Three Bridge Wealth Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,857
| Closed | -$320K | – | 94 |
|
|
2023
Q4 | $320K | Buy |
7,857
+18
| +0.2% | +$732 | 0.11% | 73 |
|
|
2023
Q3 | $294K | Buy |
7,839
+71
| +0.9% | +$2.66K | 0.12% | 72 |
|
|
2023
Q2 | $297K | Buy |
7,768
+87
| +1% | +$3.33K | 0.13% | 73 |
|
|
2023
Q1 | $291K | Sell |
7,681
-372
| -5% | -$14.1K | 0.13% | 71 |
|
|
2022
Q4 | $287K | Sell |
8,053
-908
| -10% | -$32.4K | 0.15% | 66 |
|
|
2022
Q3 | $292K | Buy |
8,961
+223
| +3% | +$7.27K | 0.15% | 69 |
|
|
2022
Q2 | $324K | Buy |
8,738
+37
| +0.4% | +$1.37K | 0.16% | 67 |
|
|
2022
Q1 | $381K | Buy |
+8,701
| New | +$381K | 0.11% | 65 |
|