Beacon Financial Group Wisdomtree Tr Emerging Mkts Hi Transaction History

Beacon Financial Group

$913 Million
Q3 2024

A detailed history of Beacon Financial Group transactions in Wisdomtree Tr Emerging Mkts Hi stock. As of the latest transaction made, Beacon Financial Group holds 51,645 shares of DEM stock, worth $2.11 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

51,645

Previous 52,613 1.84%

Holding current value

$2.11 Million

Previous $2.28 Million 0.26%

% of portfolio

0.25%

Previous 0.26%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$40.48 - $45.39 $39,184 - $43,937	-968 Reduced 1.84%	51,645 $2.27 Million
Q2 2024 Aug 06, 2024	SELL	$40.93 - $44.6 $209,193 - $227,950	-5,111 Reduced 8.85%	52,613 $2.28 Million
Q1 2024 May 07, 2024	SELL	$38.38 - $42.63 $387,983 - $430,946	-10,109 Reduced 14.9%	57,724 $2.42 Million
Q4 2023 Feb 23, 2024	BUY	$36.36 - $40.7 $2.47 Million - $2.76 Million	67,833 New	67,833 $2.76 Million
Q4 2018 Jan 16, 2019	SELL	N/A	-74,128 Closed	0 $0
Q3 2018 Oct 10, 2018	BUY	N/A	25,710 Added 53.1%	74,128 $3.24 Million
Q2 2018 Jul 11, 2018	SELL	N/A	-23,256 Reduced 32.45%	48,418 $2.31 Million
Q1 2018 Apr 06, 2018	SELL	N/A	-35,072 Reduced 32.86%	71,674 $3.43 Million
Q4 2017 Jan 03, 2018	BUY	N/A	1,410 Added 1.34%	106,746 $4.84 Million
Q3 2017 Oct 03, 2017	BUY	N/A	105,336	105,336 $4.53 Million

Others Institutions Holding DEM

# of Institutions

325

Shares Held

44.5M

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 Beacon Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Group with notifications on news.

Account

Beacon Financial Group Wisdomtree Tr Emerging Mkts Hi Transaction History