Arkadios Wealth Advisors Wisdomtree Tr Emerging Mkts Hi Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 03, 2022	SELL	$41.71 - $45.09 $230,030 - $248,671	-5,515 Closed	0 $0
Q3 2021 Oct 19, 2021	SELL	$43.34 - $45.98 $73,547 - $78,028	-1,697 Reduced 23.53%	5,515 $240,000
Q2 2021 Jul 28, 2021	BUY	$43.91 - $47.61 $23,974 - $25,995	546 Added 8.19%	7,212 $329,000
Q1 2021 Apr 26, 2021	BUY	$40.61 - $44.6 $69,646 - $76,489	1,715 Added 34.64%	6,666 $295,000
Q4 2020 Feb 09, 2021	BUY	$34.72 - $41.61 $171,898 - $206,011	4,951 New	4,951 $203,000
Q2 2020 Aug 10, 2020	SELL	$31.21 - $38.76 $9,519 - $11,821	-305 Closed	0 $0
Q1 2020 May 14, 2020	SELL	$29.04 - $46.68 $5,837 - $9,382	-201 Reduced 39.72%	305 $9.82 Million
Q4 2019 Feb 14, 2020	BUY	$40.83 - $45.78 $20,659 - $23,164	506 New	506 $0

Others Institutions Holding DEM

# of Institutions

325

Shares Held

44.5M

Call Options Held

4.9K

Put Options Held

0

Morgan Stanley New York, NY

7.14M
Shares

$294 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

5.67M
Shares

$234 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.97M
Shares

$122 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.51M
Shares

$103 Million
0.03% of portfolio
Creative Planning Overland Park, KS

2.21M
Shares

$90.9 Million
0.1% of portfolio

About WISDOMTREE TR EMERGING MKTS HI

Ticker DEM
Sector ETFs
Industry ETFs

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