Wealth Plan Investment Management, LLC Wisdomtree Tr Emerging Mkts Hi Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q1 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Wisdomtree Tr Emerging Mkts Hi stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 33,706 shares of DEM stock, worth $1.49 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

33,706

Previous 39,360 14.36%

Holding current value

$1.49 Million

Previous $1.59 Million 10.99%

% of portfolio

0.15%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$39.65 - $43.35 $224,181 - $245,100	-5,654 Reduced 14.36%	33,706 $1.42 Million
Q4 2024 Jan 30, 2025	SELL	$40.41 - $45.12 $25,175 - $28,109	-623 Reduced 1.56%	39,360 $1.59 Million
Q3 2024 Nov 05, 2024	BUY	$40.48 - $45.39 $1.62 Million - $1.81 Million	39,983 New	39,983 $1.76 Million
Q3 2023 Nov 09, 2023	BUY	$37.23 - $40.83 $1.59 Million - $1.74 Million	42,676 New	42,676 $1.6 Million
Q4 2022 Feb 15, 2023	SELL	$32.14 - $37.16 $8,870 - $10,256	-276 Reduced 0.59%	46,278 $1.65 Million
Q3 2022 Dec 12, 2022	BUY	$32.43 - $37.99 $104,359 - $122,251	3,218 Added 7.43%	46,554 $1.69 Million
Q1 2022 Sep 07, 2022	BUY	$40.62 - $47.47 $1.76 Million - $2.06 Million	43,336 New	43,336 $1.77 Million

Others Institutions Holding DEM

# of Institutions

336

Shares Held

47.4M

Call Options Held

5.8K

Put Options Held

View Full List

About WISDOMTREE TR EMERGING MKTS HI

Ticker DEM
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Wealth Plan Investment Management, LLC Wisdomtree Tr Emerging Mkts Hi Transaction History