Sheets Smith Wealth Management Wisdomtree Tr Emerging Mkts Hi Transaction History

Sheets Smith Wealth Management

$807 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 28, 2020	SELL	$29.04 - $46.68 $373,831 - $600,911	-12,873 Closed	0 $0
Q4 2019 Jan 24, 2020	BUY	$40.83 - $45.78 $135,188 - $151,577	3,311 Added 34.63%	12,873 $589,000
Q3 2019 Oct 28, 2019	BUY	$41.23 - $43.82 $7,380 - $7,843	179 Added 1.91%	9,562 $395,000
Q2 2019 Jul 12, 2019	SELL	N/A	-1,247 Reduced 11.73%	9,383 $419,000
Q1 2019 May 13, 2019	SELL	N/A	-1,086 Reduced 9.27%	10,630 $466,000
Q4 2018 Jan 11, 2019	SELL	N/A	-2,926 Reduced 19.98%	11,716 $470,000
Q3 2018 Oct 15, 2018	SELL	N/A	-1,637 Reduced 10.06%	14,642 $639,000
Q2 2018 Jul 26, 2018	SELL	N/A	-572 Reduced 3.39%	16,279 $698,000
Q1 2018 Apr 09, 2018	BUY	N/A	9 Added 0.05%	16,851 $806,000
Q4 2017 Jan 12, 2018	SELL	N/A	-117 Reduced 0.69%	16,842 $764,000
Q3 2017 Oct 12, 2017	BUY	N/A	16,959	16,959 $729,000

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

$91.3 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 Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.