Biltmore Family Office’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Biltmore Family Office’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
2019 Q4	–	Sell	-1,000	Closed	-$41K	–	211
2019 Q3	$41K	Hold	1,000	–	–	0.02%	157
2019 Q2	$45K	Buy	+1,000	New	+$43.8K	0.02%	145

Other funds holding DEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Biltmore Family Office's DEM Position: Q4 2019 in Review

Biltmore Family Office sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2019, closing a stake of 1,000 shares — an estimated $41K sold.

Biltmore Family Office first reported a position in DEM in Q2 2019 and held it in 2 quarters. The position peaked at $45K in Q2 2019. 286 funds tracked by Wall St. Rank hold DEM as of Q4 2019.

Biltmore Family Office reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2019 after selling out during the quarter.
Biltmore Family Office sold 1,000 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2019, an estimated $41K.
Biltmore Family Office first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2019 and held it in 2 quarters.
Biltmore Family Office's WisdomTree Emerging Markets High Dividend Fund position peaked at $45K in Q2 2019.
286 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2019.

Based on Biltmore Family Office's 13F filing for Q4 2019, filed 5 Feb 2020.