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

Jaffetilchin Investment 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
2024
Q4 		– Sell
-20
Closed -$880 – 578
2024
Q3 		$880 Buy
+20
New +$867 ﹤0.01% 1258

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Wells Fargo
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Ameriprise
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Creative Planning
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Jaffetilchin Investment Partners's DEM Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2024, closing a stake of 20 shares — an estimated $880 sold.

Jaffetilchin Investment Partners first reported a position in DEM in Q3 2024 and held it in 1 quarter. The position peaked at $880 in Q3 2024. 316 funds tracked by Wall St. Rank hold DEM as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 20 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2024, an estimated $880.
  • Jaffetilchin Investment Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $880 in Q3 2024.
  • 316 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.