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

Financial Planning & Information Services, Inc.

$725 Million
Q3 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

325

Shares Held

44.5M

Call Options Held

4.9K

Put Options Held

Morgan Stanley New York, NY

7.14M
Shares

$292 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

5.67M
Shares

$232 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

$90.4 Million
0.1% of portfolio

View Full List

About WISDOMTREE TR EMERGING MKTS HI

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