Baystate Wealth Management LLC Wisdomtree Tr Emerging Mkts Hi Transaction History

Baystate Wealth Management LLC

$1.36 Billion
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 14, 2020	SELL	N/A	-53 Closed	0 $0
Q2 2020 Jul 28, 2020	BUY	N/A	53 New	53 $2,000

Others Institutions Holding DEM

# of Institutions

311

Shares Held

40.8M

Call Options Held

17K

Put Options Held

6K

Morgan Stanley New York, NY

6.59M
Shares

$292 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

5.47M
Shares

$242 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.79M
Shares

$124 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.33M
Shares

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

2.24M
Shares

$99.1 Million
0.1% of portfolio

About WISDOMTREE TR EMERGING MKTS HI

Ticker DEM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Baystate Wealth Management LLC with notifications on news.