BOK Financial’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

BOK Financial’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	-7	Closed	-$265	–	1102
2023 Q1	$265	Buy	+7	New	+$264	﹤0.01%	1154
2017 Q4	–	Sell	-163	Closed	-$7K	–	935
2017 Q3	$7K	Buy	+163	New	+$7.02K	﹤0.01%	1098
2017 Q1	–	Sell	-6,331	Closed	-$236K	–	900
2016 Q4	$236K	Buy	6,331 +215	+4%	+$8.02K	0.01%	795
2016 Q3	$230K	Hold	6,116	–	–	0.01%	808
2016 Q2	$217K	Hold	6,116	–	–	0.01%	783
2016 Q1	$213K	Buy	+6,116	New	+$191K	0.01%	765
2015 Q4	–	Sell	-11,981	Closed	-$401K	–	856
2015 Q3	$401K	Hold	11,981	–	–	0.02%	608
2015 Q2	$520K	Sell	11,981 -237	-2%	-$10.8K	0.02%	577
2015 Q1	$519K	Buy	12,218 +500	+4%	+$21.4K	0.02%	549
2014 Q4	$494K	Sell	11,718 -1,157	-9%	-$52.5K	0.02%	501
2014 Q3	$615K	Sell	12,875 -133	-1%	-$6.93K	0.02%	537
2014 Q2	$674K	Sell	13,008 -50,620	-80%	-$2.56M	0.02%	545
2014 Q1	$3.12M	Sell	63,628 -1,115	-2%	-$53K	0.1%	219
2013 Q4	$3.3M	Buy	64,743 +7,630	+13%	+$397K	0.11%	205
2013 Q3	$2.95M	Sell	57,113 -5,155	-8%	-$259K	0.11%	208
2013 Q2	$3.01M	Buy	+62,268	New	+$3.34M	0.11%	188

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

BOK Financial's DEM Position: Q2 2023 in Review

BOK Financial sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2023, closing a stake of 7 shares — an estimated $265 sold.

BOK Financial first reported a position in DEM in Q2 2013 and held it in 16 quarters. The position peaked at $3.3M in Q4 2013. 278 funds tracked by Wall St. Rank hold DEM as of Q2 2023.

BOK Financial reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2023 after selling out during the quarter.
BOK Financial sold 7 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2023, an estimated $265.
BOK Financial first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 16 quarters.
BOK Financial's WisdomTree Emerging Markets High Dividend Fund position peaked at $3.3M in Q4 2013.
278 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2023.

Based on BOK Financial's 13F filing for Q2 2023, filed 21 Aug 2023.