Principle Wealth Partners LLC Wisdomtree Tr Emerging Mkts Hi Transaction History

Principle Wealth Partners LLC

$1.33 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 05, 2024	SELL	$36.36 - $40.7 $12,726 - $14,245	-350 Reduced 6.53%	5,010 $203,000
Q3 2023 Nov 01, 2023	SELL	$37.23 - $40.83 $10,052 - $11,024	-270 Reduced 4.8%	5,360 $200,000
Q2 2023 Jul 31, 2023	SELL	$37.3 - $40.14 $156,660 - $168,588	-4,200 Reduced 42.73%	5,630 $215,000
Q1 2023 May 10, 2023	SELL	$35.59 - $39.4 $38,437 - $42,552	-1,080 Reduced 9.9%	9,830 $372,000
Q4 2022 Feb 02, 2023	SELL	$32.14 - $37.16 $335,541 - $387,950	-10,440 Reduced 48.9%	10,910 $388,000
Q3 2022 Nov 14, 2022	SELL	$32.43 - $37.99 $721,243 - $844,897	-22,240 Reduced 51.02%	21,350 $695,000
Q2 2022 Aug 02, 2022	SELL	$37.03 - $44.95 $332,344 - $403,426	-8,975 Reduced 17.07%	43,590 $1.61 Million
Q1 2022 May 12, 2022	BUY	$40.62 - $47.47 $56,868 - $66,458	1,400 Added 2.74%	52,565 $2.3 Million
Q4 2021 Feb 11, 2022	SELL	$41.71 - $45.09 $22,565 - $24,393	-541 Reduced 1.05%	51,165 $2.22 Million
Q3 2021 Nov 16, 2021	SELL	$43.34 - $45.98 $100,115 - $106,213	-2,310 Reduced 4.28%	51,706 $2.26 Million
Q2 2021 Aug 13, 2021	SELL	$43.91 - $47.61 $117,678 - $127,594	-2,680 Reduced 4.73%	54,016 $2.47 Million
Q1 2021 May 18, 2021	BUY	$40.61 - $44.6 $397,612 - $436,678	9,791 Added 20.87%	56,696 $2.52 Million
Q4 2020 Feb 16, 2021	BUY	$34.72 - $41.61 $1.63 Million - $1.95 Million	46,905 New	46,905 $1.93 Million

Others Institutions Holding DEM

# of Institutions

323

Shares Held

44.4M

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

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