Financial Planning & Information Services, Inc. Wisdomtree Tr Emerging Mkts Hi Transaction History

Financial Planning & Information Services, Inc.

$665 Million
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2015 May 24, 2021	SELL	N/A	-5,137 Closed	0 $0
Q1 2015 May 24, 2021	SELL	N/A	-172 Reduced 3.24%	5,137 $218,000
Q3 2014 May 24, 2021	BUY	N/A	607 Added 12.91%	5,309 $254,000
Q1 2014 May 24, 2021	BUY	N/A	4,702	4,702 $231,000

Others Institutions Holding DEM

# of Institutions

311

Shares Held

40.8M

Call Options Held

17K

Put Options Held

Morgan Stanley New York, NY

6.59M
Shares

$291 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

5.47M
Shares

$241 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.79M
Shares

$123 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.33M
Shares

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

2.24M
Shares

$98.8 Million
0.1% of portfolio

View Full List

About WISDOMTREE TR EMERGING MKTS HI

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