A detailed history of Summit Wealth Partners, LLC transactions in Wisdomtree Tr Emerging Mkts Hi stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 19,217 shares of DEM stock, worth $824,601. This represents 0.17% of its overall portfolio holdings.

Number of Shares
19,217
Previous 14,193 35.4%
Holding current value
$824,601
Previous $594 Million 40.15%
% of portfolio
0.17%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Sep 11, 2024

BUY
$40.93 - $44.6 $205,632 - $224,070
5,024 Added 35.4%
19,217 $832 Million
Q1 2024

Sep 11, 2024

BUY
$38.38 - $42.63 $214,006 - $237,704
5,576 Added 64.71%
14,193 $594 Million
Q4 2023

Sep 11, 2024

BUY
$36.36 - $40.7 $313,314 - $350,711
8,617 New
8,617 $351 Million

Others Institutions Holding DEM

About WISDOMTREE TR EMERGING MKTS HI


  • Ticker DEM
  • Sector ETFs
  • Industry ETFs
More about DEM
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.