Three Bridge Wealth Advisors, LLC Wisdomtree Tr Emerging Mkts Hi Transaction History

Three Bridge Wealth Advisors, LLC

$268 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	BUY	$36.36 - $40.7 $654 - $732	18 Added 0.23%	7,857 $319,000
Q3 2023 Nov 13, 2023	BUY	$37.23 - $40.83 $2,643 - $2,898	71 Added 0.91%	7,839 $293,000
Q2 2023 Jul 28, 2023	BUY	$37.3 - $40.14 $3,245 - $3,492	87 Added 1.13%	7,768 $297,000
Q1 2023 May 11, 2023	SELL	$35.59 - $39.4 $13,239 - $14,656	-372 Reduced 4.62%	7,681 $290,000
Q4 2022 Feb 14, 2023	SELL	$32.14 - $37.16 $20,826 - $24,079	-648 Reduced 7.45%	8,053 $287,000
Q3 2022 Nov 10, 2022	BUY	$32.43 - $37.99 $7,231 - $8,471	223 Added 2.55%	8,961 $292,000
Q2 2022 Nov 10, 2022	BUY	$37.03 - $44.95 $323,568 - $392,773	8,738 New	8,738 $324,000
Q1 2022 Feb 14, 2023	SELL	$40.62 - $47.47 $10,561 - $12,342	-260 Reduced 2.9%	8,701 $381,000

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

$292 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

5.67M
Shares

$232 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

$102 Million
0.03% of portfolio
Creative Planning Overland Park, KS

2.21M
Shares

$90.1 Million
0.1% of portfolio

About WISDOMTREE TR EMERGING MKTS HI

Ticker DEM
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