1900 Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

1900 Wealth Management’s Portfolio DEM Stock Details DEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-13,601	Closed	-$515K	–	242
2023 Q1	$515K	Buy	13,601 +367	+3%	+$13.8K	0.06%	157
2022 Q4	$472K	Sell	13,234 -3,340	-20%	-$116K	0.05%	160
2022 Q3	$539K	Buy	16,574 +3,294	+25%	+$119K	0.06%	148
2022 Q2	$492K	Buy	13,280 +4,955	+60%	+$202K	0.05%	153
2022 Q1	$365K	Buy	+8,325	New	+$370K	0.03%	188

Other funds holding DEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

1900 Wealth Management's DEM Position: Q2 2023 in Review

1900 Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2023, closing a stake of 13,601 shares — an estimated $515K sold.

1900 Wealth Management first reported a position in DEM in Q1 2022 and held it in 5 quarters. The position peaked at $539K in Q3 2022. 278 funds tracked by Wall St. Rank hold DEM as of Q2 2023.

1900 Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2023 after selling out during the quarter.
1900 Wealth Management sold 13,601 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2023, an estimated $515K.
1900 Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2022 and held it in 5 quarters.
1900 Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $539K in Q3 2022.
278 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2023.

Based on 1900 Wealth Management's 13F filing for Q2 2023, filed 21 Jul 2023.