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

Nations Financial Group’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
2017 Q4	–	Sell	-7,285	Closed	-$313K	–	147
2017 Q3	$313K	Buy	7,285 +131	+2%	+$5.64K	0.3%	103
2017 Q2	$293K	Buy	+7,154	New	+$293K	0.24%	123
2016 Q4	–	Sell	-6,639	Closed	-$249K	–	147
2016 Q3	$249K	Buy	6,639 +35	+0.5%	+$1.32K	0.25%	130
2016 Q2	$234K	Buy	6,604 +13	+0.2%	+$450	0.25%	132
2016 Q1	$230K	Sell	6,591 -665	-9%	-$20.8K	0.26%	117
2015 Q4	$230K	Buy	+7,256	New	+$249K	0.3%	104

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

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

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cornerstone Capital Palo Alto, California $1B AUM 21.47% 1-Year Est. Return

Nations Financial Group's DEM Position: Q4 2017 in Review

Nations Financial Group sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2017, closing a stake of 7,285 shares — an estimated $313K sold.

Nations Financial Group first reported a position in DEM in Q4 2015 and held it in 6 quarters. The position peaked at $313K in Q3 2017. 226 funds tracked by Wall St. Rank hold DEM as of Q4 2017.

Nations Financial Group reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2017 after selling out during the quarter.
Nations Financial Group sold 7,285 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2017, an estimated $313K.
Nations Financial Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2015 and held it in 6 quarters.
Nations Financial Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $313K in Q3 2017.
226 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2017.

Based on Nations Financial Group's 13F filing for Q4 2017, filed 12 Feb 2018.