Venturi Wealth Management, LLC Wisdomtree Tr Emerging Mkts Hi Transaction History

Venturi Wealth Management, LLC

$1.77 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	BUY	$37.03 - $44.95 $9.62 Million - $11.7 Million	259,662 New	259,662 $9.62 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

$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
Sector ETFs
Industry ETFs

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