Financial Architects, Inc Wisdomtree Tr Emerging Mkts Hi Transaction History

Financial Architects, Inc

$657 Million
Q2 2023

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 09, 2020	SELL	$34.56 - $38.91 $9,296 - $10,466	-269 Closed	0 $0
Q2 2020 Aug 11, 2020	BUY	$31.21 - $38.76 $124 - $155	4 Added 1.51%	269 $10,000
Q4 2019 Feb 14, 2020	SELL	$40.83 - $45.78 $14,943 - $16,755	-366 Reduced 58.0%	265 $12,000
Q3 2019 Nov 06, 2019	BUY	$41.23 - $43.82 $989 - $1,051	24 Added 3.95%	631 $26,000
Q2 2019 Aug 14, 2019	BUY	N/A	2 Added 0.33%	607 $27,000
Q1 2019 May 13, 2019	BUY	N/A	605 New	605 $27,000
Q1 2019 May 03, 2019	SELL	N/A	-605 Closed	0 $0
Q4 2018 Feb 01, 2019	BUY	N/A	18 Added 3.07%	605 $24,000
Q2 2018 Aug 03, 2018	BUY	N/A	6 Added 1.03%	587 $25,000
Q1 2018 Apr 23, 2018	BUY	N/A	4 Added 0.69%	581 $28,000
Q4 2017 Feb 12, 2018	BUY	N/A	12 Added 2.12%	577 $26,000
Q3 2017 Nov 01, 2017	BUY	N/A	565	565 $24,000

Others Institutions Holding DEM

# of Institutions

325

Shares Held

44.5M

Call Options Held

4.9K

Put Options Held

0

Morgan Stanley New York, NY

7.14M
Shares

$294 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

5.67M
Shares

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

2.97M
Shares

$122 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.51M
Shares

$103 Million
0.03% of portfolio
Creative Planning Overland Park, KS

2.21M
Shares

$90.9 Million
0.1% of portfolio

About WISDOMTREE TR EMERGING MKTS HI

Ticker DEM
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