Enterprise Financial Services Corp (EFSC)’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2021 Q2	–	Sell	-167	Closed	-$7K	–	1334
2021 Q1	$7K	Buy	+167	New	+$7.18K	﹤0.01%	841
2019 Q1	–	Sell	-20	Closed	-$1K	–	1179
2018 Q4	$1K	Sell	20 -1,230	-98%	-$50.4K	﹤0.01%	901
2018 Q3	$55K	Buy	+1,250	New	+$54.4K	0.03%	263
2016 Q1	–	Sell	-132	Closed	-$4K	–	1069
2015 Q4	$4K	Buy	+132	New	+$4.53K	﹤0.01%	761

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

AAS

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

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

Enterprise Financial Services Corp (EFSC)'s DEM Position: Q2 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2021, closing a stake of 167 shares — an estimated $7K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in DEM in Q4 2015 and held it in 4 quarters. The position peaked at $55K in Q3 2018. 256 funds tracked by Wall St. Rank hold DEM as of Q2 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 167 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2021, an estimated $7K.
Enterprise Financial Services Corp (EFSC) first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2015 and held it in 4 quarters.
Enterprise Financial Services Corp (EFSC)'s WisdomTree Emerging Markets High Dividend Fund position peaked at $55K in Q3 2018.
256 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q2 2021, filed 16 Aug 2021.