Acorn Wealth Advisors, LLC Wisdomtree Tr Emerging Mkts Hi Transaction History

Acorn Wealth Advisors, LLC

$185 Million
Q1 2024

A detailed history of Acorn Wealth Advisors, LLC transactions in Wisdomtree Tr Emerging Mkts Hi stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 7,063 shares of DEM stock, worth $308,653. This represents 0.16% of its overall portfolio holdings.

Number of Shares

7,063

Previous 7,236 2.39%

Holding current value

$308,653

Previous $294,000 0.34%

% of portfolio

0.16%

Previous 0.18%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	SELL	$38.38 - $42.63 $6,639 - $7,374	-173 Reduced 2.39%	7,063 $295,000
Q4 2023 Feb 07, 2024	SELL	$36.36 - $40.7 $1,127 - $1,261	-31 Reduced 0.43%	7,236 $294,000
Q3 2023 Nov 07, 2023	BUY	$37.23 - $40.83 $4,244 - $4,654	114 Added 1.59%	7,267 $272,000
Q2 2023 Aug 02, 2023	BUY	$37.3 - $40.14 $15,367 - $16,537	412 Added 6.11%	7,153 $273,000
Q1 2023 May 09, 2023	BUY	$35.59 - $39.4 $21,781 - $24,112	612 Added 9.99%	6,741 $255,000

Q4 2022 Feb 10, 2023	SELL	$32.79 - $37.16 $4,065 - $4,607	-124 Reduced 1.98%	6,129 $218,000
Q3 2022 Nov 09, 2022	BUY	N/A	96 Added 1.56%	6,253 $203,000
Q2 2022 Aug 08, 2022	BUY	N/A	7 Added 0.11%	6,157 $228,000
Q1 2022 May 03, 2022	BUY	N/A	482 Added 8.5%	6,150 $269,000
Q4 2021 Feb 14, 2022	BUY	N/A	5,668 New	5,668 $246,000
Q3 2018 Nov 13, 2018	SELL	N/A	-660 Closed	0 $0
Q2 2018 Aug 10, 2018	BUY	N/A	6 Added 0.92%	660 $28,000
Q4 2017 Feb 14, 2018	BUY	N/A	654	654 $31,000

Others Institutions Holding DEM

# of Institutions

311

Shares Held

40.8M

Call Options Held

17K

Put Options Held

View Full List

About WISDOMTREE TR EMERGING MKTS HI

Ticker DEM
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Acorn Wealth Advisors, LLC Wisdomtree Tr Emerging Mkts Hi Transaction History