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 6,289 shares of DEM stock, worth $281,432. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,289
Previous 6,617 4.96%
Holding current value
$281,432
Previous $276,000 1.45%
% of portfolio
0.19%
Previous 0.2%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About WISDOMTREE TR EMERGING MKTS HI


  • Ticker DEM
  • Sector ETFs
  • Industry ETFs
More about DEM
Track This Portfolio

Track Evergreen Wealth Solutions, LLC Portfolio

Follow Evergreen Wealth Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Wealth Solutions, LLC with notifications on news.