V Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,056
| Closed | -$232K | – | 164 |
|
|
2023
Q2 | $232K | Buy |
6,056
+84
| +1% | +$3.21K | 0.04% | 336 |
|
|
2023
Q1 | $226K | Buy |
+5,972
| New | +$226K | 0.04% | 336 |
|
|
2022
Q2 | – | Sell |
-5,121
| Closed | -$224K | – | 417 |
|
|
2022
Q1 | $224K | Buy |
5,121
+31
| +0.6% | +$1.36K | 0.04% | 397 |
|
|
2021
Q4 | $220K | Buy |
5,090
+57
| +1% | +$2.46K | 0.03% | 417 |
|
|
2021
Q3 | $220K | Buy |
5,033
+76
| +2% | +$3.32K | 0.03% | 416 |
|
|
2021
Q2 | $226K | Buy |
4,957
+397
| +9% | +$18.1K | 0.04% | 424 |
|
|
2021
Q1 | $202K | Buy |
+4,560
| New | +$202K | 0.04% | 407 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$4K | – | 316 |
|
|
2017
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 672 |
|