Gryphon Financial Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Gryphon Financial Partners’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 Q3	–	Sell	-70	Closed	-$2.7K	–	193
2023 Q2	$2.7K	Buy	+70	New	+$2.69K	﹤0.01%	203
2022 Q3	–	Sell	-65	Closed	-$2K	–	194
2022 Q2	$2K	Buy	+65	New	+$2.65K	﹤0.01%	232
2018 Q3	–	Sell	-53	Closed	-$2K	–	318
2018 Q2	$2K	Buy	53 +1	+2%	+$46	﹤0.01%	826
2018 Q1	$2K	Hold	52	–	–	﹤0.01%	836
2017 Q4	$2K	Buy	+52	New	+$2.27K	﹤0.01%	898

Other funds holding DEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Gryphon Financial Partners's DEM Position: Q3 2023 in Review

Gryphon Financial Partners sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2023, closing a stake of 70 shares — an estimated $2.7K sold.

Gryphon Financial Partners first reported a position in DEM in Q4 2017 and held it in 5 quarters. The position peaked at $2.7K in Q2 2023. 279 funds tracked by Wall St. Rank hold DEM as of Q3 2023.

Gryphon Financial Partners reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2023 after selling out during the quarter.
Gryphon Financial Partners sold 70 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2023, an estimated $2.7K.
Gryphon Financial Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2017 and held it in 5 quarters.
Gryphon Financial Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $2.7K in Q2 2023.
279 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2023.

Based on Gryphon Financial Partners's 13F filing for Q3 2023, filed 7 Nov 2023.