WealthPlan Investment Management’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 | $1.52M | Sell |
33,499
-207
| -0.6% | -$9.38K | 0.11% | 148 |
|
|
2025
Q1 | $1.42M | Sell |
33,706
-5,654
| -14% | -$238K | 0.14% | 118 |
|
|
2024
Q4 | $1.59M | Sell |
39,360
-623
| -2% | -$25.2K | 0.16% | 112 |
|
|
2024
Q3 | $1.76M | Buy |
+39,983
| New | +$1.76M | 0.18% | 104 |
|
|
2023
Q1 | – | Sell |
-46,278
| Closed | -$1.76M | – | 466 |
|
|
2022
Q4 | $1.76M | Sell |
46,278
-276
| -0.6% | -$10.5K | 0.12% | 134 |
|
|
2022
Q3 | $1.69M | Buy |
+46,554
| New | +$1.69M | 0.12% | 125 |
|
|
2022
Q1 | $1.77M | Buy |
+43,336
| New | +$1.77M | 0.12% | 126 |
|