Lodestone Wealth Management LLC DEM Holdings History
Lodestone Wealth Management LLC's WisdomTree Emerging Markets High Dividend Fund Holding Summary
As of 2025-03-31, Lodestone Wealth Management LLC held - shares of WisdomTree Emerging Markets High Dividend Fund(DEM), totaling N/A. This investment constitutes 0% of their stock portfolio, and Lodestone Wealth Management LLC now holds 0% of the outstanding WisdomTree Emerging Markets High Dividend Fund(DEM) stock.
The initial trade took place in 2024Q4. And since then Lodestone Wealth Management LLC has made 1 purchases of DEM, at an average price of $42.23, for a total of 16,537.00 shares. In addition, there have been 1 sales at an average price of $41.66 for 16,537.00 shares. Based on historical transaction data and DEM's current price of $45.52, Lodestone Wealth Management LLC's estimated gain on his DEM holdings is $-9,426.09, reflecting a -1.35% gain to date.
Lodestone Wealth Management LLC DEM ($45.52) Holding Chart
Lodestone Wealth Management LLC DEM ($45.52) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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