James Investment Research’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

James Investment Research’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	-1,501	Closed	-$57K	–	334
2023 Q1	$57K	Buy	1,501 +452	+43%	+$17.1K	0.01%	350
2022 Q4	$37K	Buy	1,049 +219	+26%	+$7.6K	0.01%	381
2022 Q3	$27K	Buy	830 +336	+68%	+$12.2K	﹤0.01%	416
2022 Q2	$18K	Buy	494 +450	+1,023%	+$18.3K	﹤0.01%	431
2022 Q1	$2K	Buy	+44	New	+$1.96K	﹤0.01%	480

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

James Investment Research's DEM Position: Q2 2023 in Review

James Investment Research sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2023, closing a stake of 1,501 shares — an estimated $57K sold.

James Investment Research first reported a position in DEM in Q1 2022 and held it in 5 quarters. The position peaked at $57K in Q1 2023. 278 funds tracked by Wall St. Rank hold DEM as of Q2 2023.

James Investment Research reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2023 after selling out during the quarter.
James Investment Research sold 1,501 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2023, an estimated $57K.
James Investment Research first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2022 and held it in 5 quarters.
James Investment Research's WisdomTree Emerging Markets High Dividend Fund position peaked at $57K in Q1 2023.
278 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.