Ifg Advisory, LLC Wisdomtree Tr Emerging Mkts Hi Transaction History

Ifg Advisory, LLC

$1.54 Billion
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	BUY	$40.93 - $44.6 $267,600 - $291,594	6,538 New	6,538 $283,000
Q3 2023 Nov 13, 2023	BUY	$37.23 - $40.83 $277,698 - $304,550	7,459 New	7,459 $279,000
Q3 2022 Oct 28, 2022	SELL	$32.43 - $37.99 $7,296 - $8,547	-225 Reduced 2.71%	8,075 $262,000
Q2 2022 Aug 04, 2022	BUY	$37.03 - $44.95 $14,219 - $17,260	384 Added 4.85%	8,300 $307,000
Q1 2022 May 04, 2022	BUY	$40.62 - $47.47 $6,336 - $7,405	156 Added 2.01%	7,916 $346,000
Q4 2021 Feb 14, 2022	SELL	$41.71 - $45.09 $8,467 - $9,153	-203 Reduced 2.55%	7,760 $336,000
Q3 2021 Oct 12, 2021	BUY	$43.34 - $45.98 $3,727 - $3,954	86 Added 1.09%	7,963 $347,000
Q2 2021 Jul 21, 2021	BUY	$43.91 - $47.61 $131 - $142	3 Added 0.04%	7,877 $359,000
Q1 2021 Apr 19, 2021	SELL	$40.61 - $44.6 $4,954 - $5,441	-122 Reduced 1.53%	7,874 $349,000
Q4 2020 Feb 08, 2021	BUY	$34.72 - $41.61 $10,624 - $12,732	306 Added 3.98%	7,996 $328,000
Q3 2020 Nov 02, 2020	BUY	$34.56 - $38.91 $27,440 - $30,894	794 Added 11.51%	7,690 $271,000
Q2 2020 Aug 10, 2020	BUY	$31.21 - $38.76 $16,166 - $20,077	518 Added 8.12%	6,896 $249,000
Q1 2020 May 11, 2020	SELL	$29.04 - $46.68 $25,061 - $40,284	-863 Reduced 11.92%	6,378 $205,000
Q4 2019 Feb 07, 2020	BUY	$40.83 - $45.78 $65,899 - $73,888	1,614 Added 28.68%	7,241 $331,000
Q3 2019 Nov 06, 2019	SELL	$41.23 - $43.82 $540,896 - $574,874	-13,119 Reduced 69.98%	5,627 $232,000
Q2 2019 Aug 06, 2019	BUY	N/A	147 Added 0.79%	18,746 $868,000
Q1 2019 May 08, 2019	BUY	N/A	18,599 New	18,599 $857,000

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

$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
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