KLR Investment Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

KLR Investment Advisors’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 Q1	$384K	Sell	9,314 -1,203	-11%	-$49.1K	0.28%	103
2023 Q4	$428K	Buy	10,517 +485	+5%	+$18.6K	0.31%	90
2023 Q3	$380K	Sell	10,032 -108	-1%	-$4.2K	0.35%	91
2023 Q2	$388K	Sell	10,140 -533	-5%	-$20.5K	0.32%	101
2023 Q1	$404K	Buy	10,673 +215	+2%	+$8.11K	0.36%	90
2022 Q4	$373K	Buy	+10,458	New	+$363K	0.31%	95

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

KLR Investment Advisors's DEM Position: Q1 2024 in Review

KLR Investment Advisors reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 11% in Q1 2024, selling an estimated $49.1K and leaving 9,314 shares worth $384K. The position accounts for 0.28% of the portfolio, ranked #103.

KLR Investment Advisors first reported a position in DEM in Q4 2022 and has held it in 6 quarters since. The position peaked at $428K in Q4 2023. 299 funds tracked by Wall St. Rank hold DEM as of Q1 2024.

KLR Investment Advisors held 9,314 shares of WisdomTree Emerging Markets High Dividend Fund worth $384K as of Q1 2024.
KLR Investment Advisors sold 1,203 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2024, an estimated $49.1K.
WisdomTree Emerging Markets High Dividend Fund made up 0.28% of KLR Investment Advisors's portfolio in Q1 2024, its #103 holding.
KLR Investment Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2022 and has held it in 6 quarters since.
KLR Investment Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $428K in Q4 2023.
299 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.