Ma Private Wealth Wisdomtree Tr Emerging Mkts Hi Transaction History

Ma Private Wealth

$533 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 04, 2022	SELL	$40.62 - $47.47 $332,393 - $388,447	-8,183 Closed	0 $0
Q4 2021 Jan 19, 2022	SELL	$41.71 - $45.09 $4,796 - $5,185	-115 Reduced 1.39%	8,183 $354,000
Q3 2021 Nov 02, 2021	SELL	$43.34 - $45.98 $2,773 - $2,942	-64 Reduced 0.77%	8,298 $362,000
Q2 2021 Jul 22, 2021	BUY	$43.91 - $47.61 $87 - $95	2 Added 0.02%	8,362 $382,000
Q1 2021 Apr 26, 2021	BUY	$40.61 - $44.6 $1,258 - $1,382	31 Added 0.37%	8,360 $371,000
Q4 2020 Jan 11, 2021	BUY	$34.72 - $41.61 $45,795 - $54,883	1,319 Added 18.82%	8,329 $343,000
Q3 2020 Oct 26, 2020	BUY	$34.56 - $38.91 $6,117 - $6,887	177 Added 2.59%	7,010 $247,000
Q2 2020 Jul 14, 2020	BUY	$31.21 - $38.76 $213,257 - $264,847	6,833 New	6,833 $247,000

Others Institutions Holding DEM

# of Institutions

312

Shares Held

43.7M

Call Options Held

2.1K

Put Options Held

0

Morgan Stanley New York, NY

6.79M
Shares

$287 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

5.53M
Shares

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

2.93M
Shares

$124 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.42M
Shares

$102 Million
0.03% of portfolio
Creative Planning Overland Park, KS

2.21M
Shares

$93.2 Million
0.1% of portfolio

About WISDOMTREE TR EMERGING MKTS HI

Ticker DEM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ma Private Wealth with notifications on news.