Smart Money Group LLC Wisdomtree Tr Emerging Mkts Hi Transaction History

Smart Money Group LLC

$259 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 27, 2021	SELL	$34.72 - $41.61 $2.99 Million - $3.59 Million	-86,204 Closed	0 $0
Q3 2020 Oct 29, 2020	BUY	$34.56 - $38.91 $1.21 Million - $1.36 Million	35,019 Added 68.42%	86,204 $3.04 Million
Q2 2020 Jul 29, 2020	BUY	$31.21 - $38.76 $234,886 - $291,707	7,526 Added 17.24%	51,185 $1.85 Million
Q1 2020 May 13, 2020	BUY	$29.04 - $46.68 $28,720 - $46,166	989 Added 2.32%	43,659 $1.41 Million
Q4 2019 Feb 18, 2020	BUY	$40.83 - $45.78 $1.74 Million - $1.95 Million	42,670 New	42,670 $1.95 Million
Q1 2019 May 03, 2019	SELL	N/A	-64,577 Closed	0 $0
Q4 2018 Jan 30, 2019	SELL	N/A	-9,640 Reduced 12.99%	64,577 $2.59 Million
Q3 2018 Nov 02, 2018	BUY	N/A	7,269 Added 10.86%	74,217 $3.24 Million
Q2 2018 Aug 10, 2018	BUY	N/A	66,948 New	66,948 $2.87 Million

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

$294 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

5.67M
Shares

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

2.97M
Shares

$122 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.51M
Shares

$103 Million
0.03% of portfolio
Creative Planning Overland Park, KS

2.21M
Shares

$90.9 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 Smart Money Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smart Money Group LLC with notifications on news.