1 North Wealth Services LLC Wisdomtree Tr Emerging Mkts Hi Transaction History

1 North Wealth Services LLC

$236 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	SELL	$40.41 - $45.12 $2,828 - $3,158	-70 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$40.83 - $45.78 $2,858 - $3,204	70 New	70 $3,000

Others Institutions Holding DEM

# of Institutions

329

Shares Held

45.5M

Call Options Held

4.9K

Put Options Held

0

Morgan Stanley New York, NY

7.14M
Shares

$297 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

5.67M
Shares

$236 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

3.13M
Shares

$130 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.51M
Shares

$104 Million
0.03% of portfolio
Creative Planning Overland Park, KS

2.21M
Shares

$91.7 Million
0.1% of portfolio

About WISDOMTREE TR EMERGING MKTS HI

Ticker DEM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of 1 North Wealth Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on 1 North Wealth Services LLC with notifications on news.