Evergreen Wealth Solutions, LLC Wisdomtree Tr Emerging Mkts Hi Transaction History

Evergreen Wealth Solutions, LLC

$147 Million
Q3 2024

A detailed history of Evergreen Wealth Solutions, LLC transactions in Wisdomtree Tr Emerging Mkts Hi stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 7,285 shares of DEM stock, worth $297,665. This represents 0.22% of its overall portfolio holdings.

Number of Shares

7,285

Previous 6,289 15.84%

Holding current value

$297,665

Previous $272,000 17.65%

% of portfolio

0.22%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$40.48 - $45.39 $40,318 - $45,208	996 Added 15.84%	7,285 $320,000
Q2 2024 Aug 14, 2024	SELL	$40.93 - $44.6 $13,425 - $14,628	-328 Reduced 4.96%	6,289 $272,000
Q1 2024 May 15, 2024	SELL	$38.38 - $42.63 $4,145 - $4,604	-108 Reduced 1.61%	6,617 $276,000
Q4 2023 Feb 07, 2024	BUY	$36.36 - $40.7 $42,577 - $47,659	1,171 Added 21.08%	6,725 $273,000
Q3 2023 Nov 13, 2023	BUY	$37.23 - $40.83 $206,775 - $226,769	5,554 New	5,554 $208,000
Q2 2022 Aug 15, 2022	SELL	$37.03 - $44.95 $189,371 - $229,874	-5,114 Closed	0 $0
Q1 2022 Apr 22, 2022	SELL	$40.62 - $47.47 $77,543 - $90,620	-1,909 Reduced 27.18%	5,114 $224,000
Q4 2021 Jan 19, 2022	BUY	$41.71 - $45.09 $292,929 - $316,667	7,023 New	7,023 $304,000

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
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Evergreen Wealth Solutions, LLC Wisdomtree Tr Emerging Mkts Hi Transaction History