Pinnacle Bancorp’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Pinnacle Bancorp’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 Q3	–	Sell	-200	Closed	-$7K	–	671
2020 Q2	$7K	Hold	200	–	–	0.01%	543
2020 Q1	$6K	Hold	200	–	–	0.01%	556
2019 Q4	$9K	Hold	200	–	–	0.01%	549
2019 Q3	$8K	Hold	200	–	–	﹤0.01%	590
2019 Q2	$9K	Hold	200	–	–	0.01%	559
2019 Q1	$9K	Buy	+200	New	+$8.64K	0.01%	552

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Pinnacle Bancorp's DEM Position: Q3 2020 in Review

Pinnacle Bancorp sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2020, closing a stake of 200 shares — an estimated $7K sold.

Pinnacle Bancorp first reported a position in DEM in Q1 2019 and held it in 6 quarters. The position peaked at $9K in Q4 2019. 234 funds tracked by Wall St. Rank hold DEM as of Q3 2020.

Pinnacle Bancorp reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2020 after selling out during the quarter.
Pinnacle Bancorp sold 200 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2020, an estimated $7K.
Pinnacle Bancorp first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2019 and held it in 6 quarters.
Pinnacle Bancorp's WisdomTree Emerging Markets High Dividend Fund position peaked at $9K in Q4 2019.
234 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2020.

Based on Pinnacle Bancorp's 13F filing for Q3 2020, filed 13 Oct 2020.