Steward Partners Investment Advisory, LLC Wisdomtree Tr Emerging Mkts Hi Transaction History

Steward Partners Investment Advisory, LLC

$10.6 Billion
Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Wisdomtree Tr Emerging Mkts Hi stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 73,687 shares of DEM stock, worth $3.01 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

73,687

Previous 71,406 3.19%

Holding current value

$3.01 Million

Previous $3.09 Million 4.85%

% of portfolio

0.03%

Previous 0.03%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$40.48 - $45.39 $92,334 - $103,534	2,281 Added 3.19%	73,687 $3.24 Million
Q2 2024 Aug 08, 2024	BUY	$40.93 - $44.6 $10,928 - $11,908	267 Added 0.38%	71,406 $3.09 Million
Q1 2024 May 15, 2024	SELL	$38.38 - $42.63 $54,537 - $60,577	-1,421 Reduced 1.96%	71,139 $2.98 Million
Q4 2023 Feb 12, 2024	SELL	$36.36 - $40.7 $81,628 - $91,371	-2,245 Reduced 3.0%	72,560 $2.95 Million
Q3 2023 Nov 13, 2023	SELL	$37.23 - $40.83 $44,936 - $49,281	-1,207 Reduced 1.59%	74,805 $2.8 Million
Q2 2023 Aug 14, 2023	SELL	$37.3 - $40.14 $93,846 - $100,992	-2,516 Reduced 3.2%	76,012 $2.91 Million
Q1 2023 May 15, 2023	BUY	$35.59 - $39.4 $121,219 - $134,196	3,406 Added 4.53%	78,528 $2.97 Million
Q4 2022 Feb 15, 2023	BUY	$32.14 - $37.16 $249,470 - $288,435	7,762 Added 11.52%	75,122 $2.68 Million
Q3 2022 Nov 10, 2022	BUY	$32.43 - $37.99 $7,977 - $9,345	246 Added 0.37%	67,360 $2.19 Million
Q2 2022 Aug 04, 2022	BUY	$37.03 - $44.95 $191,482 - $232,436	5,171 Added 8.35%	67,114 $2.49 Million
Q1 2022 May 02, 2022	BUY	$40.62 - $47.47 $251,843 - $294,314	6,200 Added 11.12%	61,943 $2.71 Million
Q4 2021 Feb 08, 2022	BUY	$41.71 - $45.09 $189,488 - $204,843	4,543 Added 8.87%	55,743 $2.42 Million
Q3 2021 Nov 12, 2021	SELL	$43.34 - $45.98 $63,276 - $67,130	-1,460 Reduced 2.77%	51,200 $2.23 Million
Q2 2021 Aug 13, 2021	SELL	$43.91 - $47.61 $33,854 - $36,707	-771 Reduced 1.44%	52,660 $2.41 Million
Q1 2021 May 14, 2021	BUY	$40.61 - $44.6 $132,835 - $145,886	3,271 Added 6.52%	53,431 $0
Q4 2020 Feb 11, 2021	SELL	$34.72 - $41.61 $8,610 - $10,319	-248 Reduced 0.49%	50,160 $2.06 Million
Q3 2020 Oct 30, 2020	BUY	$34.56 - $38.91 $81,112 - $91,321	2,347 Added 4.88%	50,408 $1.78 Million
Q2 2020 Aug 06, 2020	SELL	$31.21 - $38.76 $90,665 - $112,597	-2,905 Reduced 5.7%	48,061 $1.74 Million
Q1 2020 Apr 29, 2020	SELL	$29.04 - $46.68 $253,896 - $408,123	-8,743 Reduced 14.64%	50,966 $1.64 Million
Q4 2019 Jan 17, 2020	BUY	$40.83 - $45.78 $5,389 - $6,042	132 Added 0.22%	59,709 $2.73 Million
Q3 2019 Oct 30, 2019	SELL	$41.23 - $43.82 $145,789 - $154,947	-3,536 Reduced 5.6%	59,577 $2.46 Million
Q2 2019 Jul 25, 2019	SELL	N/A	-686 Reduced 1.08%	63,113 $2.82 Million
Q1 2019 Apr 30, 2019	BUY	N/A	9,490 Added 17.47%	63,799 $2.8 Million
Q4 2018 Jan 15, 2019	BUY	N/A	8,662 Added 18.98%	54,309 $2.18 Million
Q3 2018 Oct 23, 2018	SELL	N/A	-584 Reduced 1.26%	45,647 $1.99 Million
Q2 2018 Jul 20, 2018	SELL	N/A	-10,815 Reduced 18.96%	46,231 $1.98 Million
Q1 2018 Apr 20, 2018	SELL	N/A	-205 Reduced 0.36%	57,046 $2.73 Million
Q4 2017 Jan 19, 2018	BUY	N/A	3,185 Added 5.89%	57,251 $2.6 Million
Q3 2017 Nov 22, 2017	BUY	N/A	1,492 Added 2.84%	54,066 $2.32 Million
Q2 2017 Nov 22, 2017	SELL	N/A	-2,551 Reduced 4.63%	52,574 $2.16 Million
Q1 2017 Nov 22, 2017	BUY	N/A	55,125	55,125 $2.25 Million

Others Institutions Holding DEM

# of Institutions

325

Shares Held

44.5M

Call Options Held

4.9K

Put Options Held

View Full List

About WISDOMTREE TR EMERGING MKTS HI

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Steward Partners Investment Advisory, LLC Wisdomtree Tr Emerging Mkts Hi Transaction History