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

Brown Miller 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
2021 Q3	–	Sell	-4,390	Closed	-$200K	–	123
2021 Q2	$200K	Buy	+4,390	New	+$201K	0.13%	118

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

AAS

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

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

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

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

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

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Brown Miller Wealth Management's DEM Position: Q3 2021 in Review

Brown Miller Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2021, closing a stake of 4,390 shares — an estimated $200K sold.

Brown Miller Wealth Management first reported a position in DEM in Q2 2021 and held it in 1 quarter. The position peaked at $200K in Q2 2021. 245 funds tracked by Wall St. Rank hold DEM as of Q3 2021.

Brown Miller Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2021 after selling out during the quarter.
Brown Miller Wealth Management sold 4,390 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2021, an estimated $200K.
Brown Miller Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2021 and held it in 1 quarter.
Brown Miller Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $200K in Q2 2021.
245 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2021.

Based on Brown Miller Wealth Management's 13F filing for Q3 2021, filed 20 Oct 2021.