NNP
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Nachman Norwood & Parrott’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Nachman Norwood & Parrott’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
Q4 		– Sell
-200
Closed -$7K – 443
2020
Q3 		$7K Buy
+200
New +$7.49K ﹤0.01% 852

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
UBS Group
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
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

Nachman Norwood & Parrott's DEM Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2020, closing a stake of 200 shares — an estimated $7K sold.

Nachman Norwood & Parrott first reported a position in DEM in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 260 funds tracked by Wall St. Rank hold DEM as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 200 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2020, an estimated $7K.
  • Nachman Norwood & Parrott first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's WisdomTree Emerging Markets High Dividend Fund position peaked at $7K in Q3 2020.
  • 260 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.