Trust Company of Oklahoma’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Trust Company of Oklahoma’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
2022 Q1	–	Sell	-4,630	Closed	-$201K	–	120
2021 Q4	$201K	Sell	4,630 -220	-5%	-$9.58K	0.07%	125
2021 Q3	$212K	Sell	4,850 -150	-3%	-$6.73K	0.08%	125
2021 Q2	$228K	Hold	5,000	–	–	0.08%	134
2021 Q1	$222K	Sell	5,000 -810	-14%	-$34.8K	0.08%	128
2020 Q4	$239K	Buy	+5,810	New	+$223K	0.09%	116

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Trust Company of Oklahoma's DEM Position: Q1 2022 in Review

Trust Company of Oklahoma sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2022, closing a stake of 4,630 shares — an estimated $201K sold.

Trust Company of Oklahoma first reported a position in DEM in Q4 2020 and held it in 5 quarters. The position peaked at $239K in Q4 2020. 264 funds tracked by Wall St. Rank hold DEM as of Q1 2022.

Trust Company of Oklahoma reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2022 after selling out during the quarter.
Trust Company of Oklahoma sold 4,630 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2022, an estimated $201K.
Trust Company of Oklahoma first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2020 and held it in 5 quarters.
Trust Company of Oklahoma's WisdomTree Emerging Markets High Dividend Fund position peaked at $239K in Q4 2020.
264 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2022.

Based on Trust Company of Oklahoma's 13F filing for Q1 2022, filed 25 May 2022.