Chilton Capital Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Chilton Capital 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	-1,000	Closed	-$37.9K	–	551
2023 Q1	$37.9K	Buy	+1,000	New	+$37.7K	﹤0.01%	357

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

Chilton Capital Management's DEM Position: Q2 2023 in Review

Chilton Capital Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2023, closing a stake of 1,000 shares — an estimated $37.9K sold.

Chilton Capital Management first reported a position in DEM in Q1 2023 and held it in 1 quarter. The position peaked at $37.9K in Q1 2023. 278 funds tracked by Wall St. Rank hold DEM as of Q2 2023.

Chilton Capital Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2023 after selling out during the quarter.
Chilton Capital Management sold 1,000 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2023, an estimated $37.9K.
Chilton Capital Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2023 and held it in 1 quarter.
Chilton Capital Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $37.9K in Q1 2023.
278 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2023.

Based on Chilton Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.