Kings Point Capital Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Kings Point Capital Management’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
2020 Q1	–	Sell	-1,060	Closed	-$49K	–	465
2019 Q4	$49K	Hold	1,060	–	–	0.01%	317
2019 Q3	$44K	Hold	1,060	–	–	0.01%	312
2019 Q2	$47K	Buy	1,060 +52	+5%	+$2.28K	0.01%	267
2019 Q1	$44K	Hold	1,008	–	–	0.01%	244
2018 Q4	$40K	Hold	1,008	–	–	0.01%	243
2018 Q3	$44K	Hold	1,008	–	–	0.01%	254
2018 Q2	$43K	Hold	1,008	–	–	0.01%	251
2018 Q1	$48K	Hold	1,008	–	–	0.01%	238
2017 Q4	$46K	Buy	+1,008	New	+$44K	0.01%	241

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

FMLI

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

Kings Point Capital Management's DEM Position: Q1 2020 in Review

Kings Point Capital Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2020, closing a stake of 1,060 shares — an estimated $49K sold.

Kings Point Capital Management first reported a position in DEM in Q4 2017 and held it in 9 quarters. The position peaked at $49K in Q4 2019. 249 funds tracked by Wall St. Rank hold DEM as of Q1 2020.

Kings Point Capital Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2020 after selling out during the quarter.
Kings Point Capital Management sold 1,060 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2020, an estimated $49K.
Kings Point Capital Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2017 and held it in 9 quarters.
Kings Point Capital Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $49K in Q4 2019.
249 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2020.

Based on Kings Point Capital Management's 13F filing for Q1 2020, filed 14 May 2020.