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Chicago Partners Investment Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Chicago Partners Investment Group’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
2022
Q1 		– Sell
-5,283
Closed -$247K – 576
2021
Q4 		$247K Buy
5,283
+240
+5% +$10.4K 0.02% 479
2021
Q3 		$221K Buy
5,043
+322
+7% +$14.4K 0.02% 522
2021
Q2 		$212K Sell
4,721
-60
-1% -$2.75K 0.02% 494
2021
Q1 		$218K Buy
4,781
+4
+0.1% +$172 0.02% 469
2020
Q4 		$202K Buy
+4,777
New +$183K 0.02% 440
2018
Q4 		– Sell
-80
Closed -$3K – 464
2018
Q3 		$3K Sell
80
-2,335
-97% -$102K ﹤0.01% 968
2018
Q2 		$104K Hold
2,415
– – 0.02% 384
2018
Q1 		$115K Hold
2,415
– – 0.02% 323
2017
Q4 		$110K Buy
2,415
+55
+2% +$2.4K 0.02% 342
2017
Q3 		$101K Sell
2,360
-2,360
-50% -$102K 0.02% 344
2017
Q2 		$185K Buy
4,720
+4,406
+1,403% +$181K 0.05% 210
2017
Q1 		$13K Hold
314
– – ﹤0.01% 432
2016
Q4 		$12K Hold
314
– – ﹤0.01% 418
2016
Q3 		$12K Hold
314
– – ﹤0.01% 403
2016
Q2 		$11K Hold
314
– – 0.01% 350
2016
Q1 		$11K Sell
314
-2,687
-90% -$84K 0.01% 334
2015
Q4 		$95K Buy
3,001
+2,687
+856% +$92.2K 0.05% 234
2015
Q3 		$11K Sell
314
-317
-50% -$12K 0.01% 325
2015
Q2 		$27K Buy
631
+314
+99% +$14.4K 0.01% 275
2015
Q1 		$13K Buy
317
+3
+1% +$128 0.01% 322
2014
Q4 		$13K Buy
+314
New +$14.3K 0.01% 336

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Chicago Partners Investment Group's DEM Position: Q1 2022 in Review

Chicago Partners Investment Group sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2022, closing a stake of 5,283 shares — an estimated $247K sold.

Chicago Partners Investment Group first reported a position in DEM in Q4 2014 and held it in 21 quarters. The position peaked at $247K in Q4 2021. 264 funds tracked by Wall St. Rank hold DEM as of Q1 2022.

  • Chicago Partners Investment Group reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2022 after selling out during the quarter.
  • Chicago Partners Investment Group sold 5,283 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2022, an estimated $247K.
  • Chicago Partners Investment Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2014 and held it in 21 quarters.
  • Chicago Partners Investment Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $247K in Q4 2021.
  • 264 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2022.

Based on Chicago Partners Investment Group's 13F filing for Q1 2022, filed 20 May 2022.