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

325

Shares Held

44.5M

Call Options Held

4.9K

Put Options Held

0

Morgan Stanley New York, NY

7.14M
Shares

$295 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

5.67M
Shares

$235 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.97M
Shares

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

2.51M
Shares

$104 Million
0.03% of portfolio
Creative Planning Overland Park, KS

2.21M
Shares

$91.2 Million
0.1% of portfolio

About WISDOMTREE TR EMERGING MKTS HI

Ticker DEM
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