Selective Wealth Management, Inc. Wisdomtree Tr Emerging Mkts Hi Transaction History

Selective Wealth Management, Inc.

$240 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 28, 2022	BUY	$37.03 - $44.95 $3,628 - $4,405	98 New	98 $4,000

Others Institutions Holding DEM

# of Institutions

339

Shares Held

46.2M

Call Options Held

5.8K

Put Options Held

5.4K

Morgan Stanley New York, NY

7.37M
Shares

$301 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

5.51M
Shares

$225 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

3.13M
Shares

$128 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.71M
Shares

$110 Million
0.03% of portfolio
Creative Planning Overland Park, KS

2.23M
Shares

$90.9 Million
0.09% 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 Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Selective Wealth Management, Inc. with notifications on news.