Endowment Wealth Management, Inc. Wisdomtree Tr Emerging Mkts Hi Transaction History

Endowment Wealth Management, Inc.

$133 Million
Q4 2024

A detailed history of Endowment Wealth Management, Inc. transactions in Wisdomtree Tr Emerging Mkts Hi stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 37,650 shares of DEM stock, worth $1.59 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares

37,650

Previous 44,263 14.94%

Holding current value

$1.59 Million

Previous $1.95 Million 21.77%

% of portfolio

1.14%

Previous 1.42%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$40.41 - $45.12 $267,231 - $298,378	-6,613 Reduced 14.94%	37,650 $1.52 Million
Q3 2024 Nov 06, 2024	BUY	$40.48 - $45.39 $694,960 - $779,255	17,168 Added 63.36%	44,263 $1.95 Million
Q2 2024 Aug 01, 2024	BUY	$40.93 - $44.6 $90,987 - $99,145	2,223 Added 8.94%	27,095 $1.17 Million
Q1 2024 May 08, 2024	BUY	$38.38 - $42.63 $18,614 - $20,675	485 Added 1.99%	24,872 $1.04 Million
Q4 2023 Feb 07, 2024	BUY	$36.36 - $40.7 $29,451 - $32,967	810 Added 3.44%	24,387 $992,000
Q3 2023 Oct 30, 2023	BUY	$37.23 - $40.83 $115,412 - $126,573	3,100 Added 15.14%	23,577 $883,000
Q2 2023 Aug 10, 2023	BUY	$37.3 - $40.14 $26,333 - $28,338	706 Added 3.57%	20,477 $783,000
Q1 2023 May 10, 2023	BUY	$35.59 - $39.4 $703,649 - $778,977	19,771 New	19,771 $748,000

Others Institutions Holding DEM

# of Institutions

341

Shares Held

46.4M

Call Options Held

5.8K

Put Options Held

5.4K

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About WISDOMTREE TR EMERGING MKTS HI

Ticker DEM
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Endowment Wealth Management, Inc. Wisdomtree Tr Emerging Mkts Hi Transaction History