Sutton Wealth Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Sutton Wealth 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
2023 Q3	$5.26M	Buy	+140,211	New	+$5.45M	2.58%	8

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Sutton Wealth Advisors's DEM Position: Q3 2023 in Review

Sutton Wealth Advisors opened a new position in WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2023: 140,211 shares worth $5.26M. The stake represents 2.58% of the portfolio and ranks #8 among its holdings.

279 funds tracked by Wall St. Rank hold DEM as of Q3 2023.

Sutton Wealth Advisors held 140,211 shares of WisdomTree Emerging Markets High Dividend Fund worth $5.26M as of Q3 2023.
WisdomTree Emerging Markets High Dividend Fund was a new Sutton Wealth Advisors position in Q3 2023.
WisdomTree Emerging Markets High Dividend Fund made up 2.58% of Sutton Wealth Advisors's portfolio in Q3 2023, its #8 holding.
279 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.