Smart Money Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Smart Money 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
2020 Q4	–	Sell	-86,204	Closed	-$3.04M	–	58
2020 Q3	$3.04M	Buy	86,204 +35,019	+68%	+$1.31M	1.31%	29
2020 Q2	$1.85M	Buy	51,185 +7,526	+17%	+$265K	1.09%	30
2020 Q1	$1.41M	Buy	43,659 +989	+2%	+$40.1K	0.99%	33
2019 Q4	$1.95M	Buy	+42,670	New	+$1.85M	1.14%	24
2019 Q1	–	Sell	-64,577	Closed	-$2.59M	–	66
2018 Q4	$2.59M	Sell	64,577 -9,640	-13%	-$395K	2.69%	8
2018 Q3	$3.24M	Buy	74,217 +7,269	+11%	+$316K	2.94%	9
2018 Q2	$2.87M	Buy	+66,948	New	+$3.06M	2.57%	12

Other funds holding DEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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

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

Smart Money Group's DEM Position: Q4 2020 in Review

Smart Money Group sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2020, closing a stake of 86,204 shares — an estimated $3.04M sold.

Smart Money Group first reported a position in DEM in Q2 2018 and held it in 7 quarters. The position peaked at $3.24M in Q3 2018. 260 funds tracked by Wall St. Rank hold DEM as of Q4 2020.

Smart Money Group reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2020 after selling out during the quarter.
Smart Money Group sold 86,204 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2020, an estimated $3.04M.
Smart Money Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2018 and held it in 7 quarters.
Smart Money Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $3.24M in Q3 2018.
260 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2020.

Based on Smart Money Group's 13F filing for Q4 2020, filed 27 Jan 2021.