Jackson Hole Capital Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Jackson Hole Capital 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
2022 Q2	–	Sell	-1,575	Closed	-$69K	–	242
2022 Q1	$69K	Hold	1,575	–	–	0.02%	193
2021 Q4	$68K	Hold	1,575	–	–	0.02%	187
2021 Q3	$69K	Hold	1,575	–	–	0.02%	194
2021 Q2	$72K	Hold	1,575	–	–	0.02%	190
2021 Q1	$70K	Hold	1,575	–	–	0.03%	184
2020 Q4	$65K	Buy	+1,575	New	+$60.3K	0.03%	164
2020 Q1	–	Sell	-1,575	Closed	-$72K	–	169
2019 Q4	$72K	Hold	1,575	–	–	0.04%	158
2019 Q3	$65K	Hold	1,575	–	–	0.04%	156
2019 Q2	$70K	Hold	1,575	–	–	0.04%	153
2019 Q1	$69K	Buy	+1,575	New	+$68.1K	0.06%	130

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

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Jackson Hole Capital Partners's DEM Position: Q2 2022 in Review

Jackson Hole Capital Partners sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2022, closing a stake of 1,575 shares — an estimated $69K sold.

Jackson Hole Capital Partners first reported a position in DEM in Q1 2019 and held it in 10 quarters. The position peaked at $72K in Q2 2021. 253 funds tracked by Wall St. Rank hold DEM as of Q2 2022.

Jackson Hole Capital Partners reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2022 after selling out during the quarter.
Jackson Hole Capital Partners sold 1,575 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2022, an estimated $69K.
Jackson Hole Capital Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2019 and held it in 10 quarters.
Jackson Hole Capital Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $72K in Q2 2021.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2022.

Based on Jackson Hole Capital Partners's 13F filing for Q2 2022, filed 27 Jul 2022.