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Oak Point Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Oak Point Wealth 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
2018
Q1 		$1.94M Buy
41,247
+6,710
+19% +$321K 1.98% 13
2017
Q4 		$1.57M Buy
+34,537
New +$1.51M 1.55% 19

Other funds holding DEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CC
Cornerstone Capital Palo Alto, California $1.12B AUM 28.84% 1-Year Est. Return

Oak Point Wealth Management's DEM Position: Q1 2018 in Review

Oak Point Wealth Management increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 19% in Q1 2018, buying an estimated $321K and bringing the position to 41,247 shares worth $1.94M. The position accounts for 1.98% of the portfolio, ranked #13.

Oak Point Wealth Management first reported a position in DEM in Q4 2017 and has held it in 2 quarters since. 252 funds tracked by Wall St. Rank hold DEM as of Q1 2018.

  • Oak Point Wealth Management held 41,247 shares of WisdomTree Emerging Markets High Dividend Fund worth $1.94M as of Q1 2018.
  • Oak Point Wealth Management bought 6,710 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2018, an estimated $321K.
  • WisdomTree Emerging Markets High Dividend Fund made up 1.98% of Oak Point Wealth Management's portfolio in Q1 2018, its #13 holding.
  • Oak Point Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2017 and has held it in 2 quarters since.
  • 252 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.