Sheets Smith Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Sheets Smith 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
2020 Q1	–	Sell	-12,873	Closed	-$589K	–	282
2019 Q4	$589K	Buy	12,873 +3,311	+35%	+$144K	0.11%	179
2019 Q3	$395K	Buy	9,562 +179	+2%	+$7.66K	0.08%	224
2019 Q2	$419K	Sell	9,383 -1,247	-12%	-$54.6K	0.09%	232
2019 Q1	$466K	Sell	10,630 -1,086	-9%	-$46.9K	0.1%	210
2018 Q4	$470K	Sell	11,716 -2,926	-20%	-$120K	0.13%	168
2018 Q3	$639K	Sell	14,642 -1,637	-10%	-$71.2K	0.13%	179
2018 Q2	$698K	Sell	16,279 -572	-3%	-$26.2K	0.16%	150
2018 Q1	$806K	Buy	16,851 +9	+0.1%	+$430	0.19%	136
2017 Q4	$764K	Sell	16,842 -117	-0.7%	-$5.11K	0.18%	145
2017 Q3	$729K	Buy	16,959 +24	+0.1%	+$1.03K	0.18%	146
2017 Q2	$694K	Buy	16,935 +9	+0.1%	+$369	0.18%	143
2017 Q1	$691K	Buy	+16,926	New	+$675K	0.18%	148
2014 Q3	–	Sell	-4,236	Closed	-$220K	–	257
2014 Q2	$220K	Hold	4,236	–	–	0.06%	234
2014 Q1	$208K	Buy	+4,236	New	+$201K	0.06%	230

Other funds holding DEM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

AAS

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sheets Smith Wealth Management's DEM Position: Q1 2020 in Review

Sheets Smith Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2020, closing a stake of 12,873 shares — an estimated $589K sold.

Sheets Smith Wealth Management first reported a position in DEM in Q1 2014 and held it in 14 quarters. The position peaked at $806K in Q1 2018. 248 funds tracked by Wall St. Rank hold DEM as of Q1 2020.

Sheets Smith Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2020 after selling out during the quarter.
Sheets Smith Wealth Management sold 12,873 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2020, an estimated $589K.
Sheets Smith Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2014 and held it in 14 quarters.
Sheets Smith Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $806K in Q1 2018.
248 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2020.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.