Woodmont Investment Counsel’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Woodmont Investment Counsel’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
2016 Q4	–	Sell	-375	Closed	-$14K	–	289
2016 Q3	$14K	Sell	375 -6,450	-95%	-$243K	﹤0.01%	421
2016 Q2	$242K	Buy	6,825 +6,450	+1,720%	+$223K	0.07%	169
2016 Q1	$13K	Sell	375 -501	-57%	-$15.7K	﹤0.01%	391
2015 Q4	$28K	Buy	876 +500	+133%	+$17.2K	0.01%	325
2015 Q3	$13K	Hold	376	–	–	﹤0.01%	400
2015 Q2	$16K	Buy	+376	New	+$17.2K	﹤0.01%	374
2013 Q3	–	Sell	-31,773	Closed	-$1.54M	–	161
2013 Q2	$1.54M	Buy	+31,773	New	+$1.7M	0.51%	62

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

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

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

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

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

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return

Woodmont Investment Counsel's DEM Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2016, closing a stake of 375 shares — an estimated $14K sold.

Woodmont Investment Counsel first reported a position in DEM in Q2 2013 and held it in 7 quarters. The position peaked at $1.54M in Q2 2013. 191 funds tracked by Wall St. Rank hold DEM as of Q4 2016.

Woodmont Investment Counsel reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2016 after selling out during the quarter.
Woodmont Investment Counsel sold 375 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2016, an estimated $14K.
Woodmont Investment Counsel first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 7 quarters.
Woodmont Investment Counsel's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.54M in Q2 2013.
191 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.