Wilbanks Smith & Thomas Asset Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Wilbanks Smith & Thomas Asset 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 Q4	–	Sell	-2,075	Closed	-$91K	–	576
2018 Q3	$91K	Buy	+2,075	New	+$90.3K	0.01%	562
2016 Q4	–	Sell	-12,720	Closed	-$478K	–	313
2016 Q3	$478K	Buy	12,720 +1,415	+13%	+$53.4K	0.04%	169
2016 Q2	$400K	Buy	+11,305	New	+$391K	0.04%	187
2014 Q4	–	Sell	-14,355	Closed	-$686K	–	314
2014 Q3	$686K	Sell	14,355 -5,200	-27%	-$271K	0.07%	134
2014 Q2	$1.01M	Sell	19,555 -119,222	-86%	-$6.04M	0.11%	115
2014 Q1	$6.81M	Buy	138,777 +9,392	+7%	+$446K	0.77%	28
2013 Q4	$6.6M	Sell	129,385 -30,348	-19%	-$1.58M	0.78%	28
2013 Q3	$8.26M	Buy	159,733 +63,246	+66%	+$3.18M	1.1%	24
2013 Q2	$4.66M	Buy	+96,487	New	+$5.17M	0.72%	32

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $4.05B AUM 19.01% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Cornerstone Capital Palo Alto, California $1B AUM 21.47% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's DEM Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2018, closing a stake of 2,075 shares — an estimated $91K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in DEM in Q2 2013 and held it in 9 quarters. The position peaked at $8.26M in Q3 2013. 251 funds tracked by Wall St. Rank hold DEM as of Q4 2018.

Wilbanks Smith & Thomas Asset Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2018 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 2,075 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2018, an estimated $91K.
Wilbanks Smith & Thomas Asset Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 9 quarters.
Wilbanks Smith & Thomas Asset Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $8.26M in Q3 2013.
251 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.