Calton & Associates, Inc. Wisdomtree Tr Emerging Mkts Hi Transaction History

Calton & Associates, Inc.

$204 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 01, 2023	BUY	$37.23 - $40.83 $309,976 - $339,950	8,326 New	8,326 $312,000
Q1 2018 Apr 17, 2018	SELL	N/A	-1,489 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	N/A	1,489	1,489 $73,000

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
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