Waverly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.46M | Sell |
76,476
-943
| -1% | -$42.7K | 0.04% | 380 |
|
|
2025
Q1 | $3.26M | Sell |
77,419
-888
| -1% | -$37.4K | 0.04% | 374 |
|
|
2024
Q4 | $3.17M | Sell |
78,307
-4,884
| -6% | -$198K | 0.05% | 287 |
|
|
2024
Q3 | $3.66M | Sell |
83,191
-1,541
| -2% | -$67.8K | 0.07% | 232 |
|
|
2024
Q2 | $3.67M | Sell |
84,732
-1,649
| -2% | -$71.4K | 0.07% | 225 |
|
|
2024
Q1 | $3.61M | Buy |
+86,381
| New | +$3.61M | 0.09% | 181 |
|
|
2014
Q2 | – | Sell |
-116
| Closed | -$6K | – | 725 |
|
|
2014
Q1 | $6K | Buy |
+116
| New | +$6K | ﹤0.01% | 509 |
|