Collaborative Wealth Managment Inc. Wisdomtree Tr Emerging Mkts Hi Transaction History
Collaborative Wealth Managment Inc.
- $238 Million
- Q3 2025
A detailed history of Collaborative Wealth Managment Inc. transactions in Wisdomtree Tr Emerging Mkts Hi stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 14,342 shares of DEM stock, worth $674,504. This represents 0.28% of its overall portfolio holdings.
Number of Shares
14,342
Previous 10,680
34.29%
Holding current value
$674,504
Previous $483,000
36.44%
% of portfolio
0.28%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding DEM
# of Institutions
363Shares Held
50.3MCall Options Held
15.1KPut Options Held
0-
Morgan Stanley New York, NY8.45MShares$397 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC5.7MShares$268 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA3.05MShares$143 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.57MShares$121 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.42MShares$114 Million0.03% of portfolio