Coastal Investment Advisors, Inc. Wisdomtree Tr Emerging Mkts Hi Transaction History

Coastal Investment Advisors, Inc.

$211 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 15, 2024	SELL	$40.93 - $44.6 $4,666 - $5,084	-114 Reduced 4.21%	2,595 $112,000
Q1 2024 Apr 19, 2024	BUY	$38.38 - $42.63 $103,971 - $115,484	2,709 New	2,709 $113,000
Q4 2022 Feb 10, 2023	SELL	$32.14 - $37.16 $3,021 - $3,493	-94 Reduced 3.13%	2,913 $103,000
Q3 2022 Oct 27, 2022	BUY	$32.43 - $37.99 $97,517 - $114,235	3,007 New	3,007 $98,000
Q1 2020 Apr 23, 2020	SELL	$29.04 - $46.68 $100,884 - $162,166	-3,474 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$40.83 - $45.78 $9,635 - $10,804	236 Added 7.29%	3,474 $147,000
Q3 2019 Oct 18, 2019	SELL	$41.23 - $43.82 $5,194 - $5,521	-126 Reduced 3.75%	3,238 $131,000
Q2 2019 Aug 01, 2019	BUY	N/A	3,275 Added 3679.78%	3,364 $143,000
Q1 2019 May 15, 2019	BUY	N/A	89 New	89 $4,000

Others Institutions Holding DEM

# of Institutions

313

Shares Held

43.5M

Call Options Held

2.1K

Put Options Held

0

Morgan Stanley New York, NY

6.79M
Shares

$288 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

5.53M
Shares

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

2.93M
Shares

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

2.42M
Shares

$102 Million
0.03% of portfolio
Creative Planning Overland Park, KS

2.21M
Shares

$93.4 Million
0.1% of portfolio

About WISDOMTREE TR EMERGING MKTS HI

Ticker DEM
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