Fusion Family Wealth LLC Wisdomtree Tr Emerging Mkts Hi Transaction History

Fusion Family Wealth LLC

$965 Million
Q1 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 20, 2023	BUY	$37.3 - $40.14 $9,138 - $9,834	245 Added 4.63%	5,539 $211,000
Q1 2023 Apr 20, 2023	BUY	$35.59 - $39.4 $188,413 - $208,583	5,294 New	5,294 $200,000
Q2 2021 Jul 30, 2021	SELL	N/A	-205 Closed	0 $0
Q1 2020 May 06, 2020	SELL	N/A	-1,898 Reduced 90.25%	205 $7,000
Q2 2019 Aug 06, 2019	SELL	N/A	-3,882 Reduced 64.86%	2,103 $94,000

Q1 2019 May 10, 2019	SELL	N/A	-4,510 Reduced 42.97%	5,985 $263,000
Q4 2018 Jan 18, 2019	SELL	N/A	-36,858 Reduced 77.84%	10,495 $421,000
Q3 2018 Nov 07, 2018	SELL	N/A	-49,136 Reduced 50.92%	47,353 $2.07 Million
Q2 2018 Aug 03, 2018	SELL	N/A	-23,408 Reduced 19.52%	96,489 $4.14 Million
Q1 2018 May 02, 2018	SELL	N/A	-29,971 Reduced 20.0%	119,897 $5.73 Million
Q4 2017 Feb 06, 2018	BUY	N/A	13,446 Added 9.86%	149,868 $68 Million
Q3 2017 Oct 30, 2017	BUY	N/A	4,889 Added 3.72%	136,422 $5.87 Million
Q2 2017 Aug 07, 2017	BUY	N/A	131,533	131,533 $5.39 Million

Others Institutions Holding DEM

# of Institutions

311

Shares Held

40.7M

Call Options Held

17K

Put Options Held

6K

Morgan Stanley New York, NY

6.59M
Shares

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

5.47M
Shares

$242 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.79M
Shares

$124 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

$99.1 Million
0.1% of portfolio

About WISDOMTREE TR EMERGING MKTS HI

Ticker DEM
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