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

Wealth Plan Investment Management, LLC

$944 Million
Q4 2024

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 39,360 shares of DEM stock, worth $1.63 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

39,360

Previous 39,983 1.56%

Holding current value

$1.63 Million

Previous $1.76 Million 9.44%

% of portfolio

0.17%

Previous 0.19%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

328

Shares Held

45.1M

Call Options Held

4.9K

Put Options Held

View Full List

About WISDOMTREE TR EMERGING MKTS HI

Ticker DEM
Sector ETFs
Industry ETFs

More about DEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Account

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