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Boys Arnold & Co’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Boys Arnold & Co’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
-5,468
Closed -$225K – 268
2019
Q3 		$225K Buy
+5,468
New +$234K 0.03% 252
2018
Q4 		– Sell
-5,845
Closed -$256K – 267
2018
Q3 		$256K Sell
5,845
-1,325
-18% -$57.6K 0.04% 257
2018
Q2 		$307K Sell
7,170
-200
-3% -$9.15K 0.04% 238
2018
Q1 		$345K Hold
7,370
– – 0.05% 237
2017
Q4 		$334K Sell
7,370
-200
-3% -$8.74K 0.05% 239
2017
Q3 		$326K Sell
7,570
-135
-2% -$5.82K 0.05% 233
2017
Q2 		$316K Sell
7,705
-585
-7% -$24K 0.04% 236
2017
Q1 		$339K Sell
8,290
-951
-10% -$37.9K 0.05% 233
2016
Q4 		$345K Sell
9,241
-212
-2% -$7.91K 0.06% 224
2016
Q3 		$355K Sell
9,453
-793
-8% -$29.9K 0.06% 219
2016
Q2 		$363K Buy
10,246
+4,157
+68% +$144K 0.06% 209
2016
Q1 		$212K Sell
6,089
-22,797
-79% -$713K 0.08% 142
2015
Q4 		$914K Buy
28,886
+9,422
+48% +$323K 0.1% 153
2015
Q3 		$652K Sell
19,464
-7,051
-27% -$267K 0.14% 141
2015
Q2 		$1.15M Sell
26,515
-1,840
-6% -$84.2K 0.22% 114
2015
Q1 		$1.21M Buy
28,355
+2,255
+9% +$96.3K 0.23% 107
2014
Q4 		$1.1M Sell
26,100
-25,019
-49% -$1.14M 0.21% 113
2014
Q3 		$2.44M Sell
51,119
-675
-1% -$35.1K 0.48% 66
2014
Q2 		$2.69M Sell
51,794
-6
-0% -$304 0.46% 69
2014
Q1 		$2.54M Buy
51,800
+2,226
+4% +$106K 0.46% 67
2013
Q4 		$2.53M Sell
49,574
-1,125
-2% -$58.6K 0.48% 65
2013
Q3 		$2.62M Sell
50,699
-58,839
-54% -$2.96M 0.54% 62
2013
Q2 		$5.29M Buy
+109,538
New +$5.87M 1.15% 27

Other funds holding DEM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

Boys Arnold & Co's DEM Position: Q4 2019 in Review

Boys Arnold & Co sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2019, closing a stake of 5,468 shares — an estimated $225K sold.

Boys Arnold & Co first reported a position in DEM in Q2 2013 and held it in 23 quarters. The position peaked at $5.29M in Q2 2013. 286 funds tracked by Wall St. Rank hold DEM as of Q4 2019.

  • Boys Arnold & Co reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2019 after selling out during the quarter.
  • Boys Arnold & Co sold 5,468 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2019, an estimated $225K.
  • Boys Arnold & Co first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 23 quarters.
  • Boys Arnold & Co's WisdomTree Emerging Markets High Dividend Fund position peaked at $5.29M in Q2 2013.
  • 286 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2019.

Based on Boys Arnold & Co's 13F filing for Q4 2019, filed 30 Jan 2020.