Private Wealth Advisors, LLC Wisdomtree Tr Emerging Mkts Hi Transaction History

Private Wealth Advisors, LLC

  • $254 Million
  • Q2 2024

A detailed history of Private Wealth Advisors, LLC transactions in Wisdomtree Tr Emerging Mkts Hi stock. As of the latest transaction made, Private Wealth Advisors, LLC holds 200,765 shares of DEM stock, worth $8.51 Million. This represents 3.42% of its overall portfolio holdings.

Number of Shares
200,765
Previous 164,934 21.72%
Holding current value
$8.51 Million
Previous $6.9 Million 26.01%
% of portfolio
3.42%
Previous 2.93%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
BUY
$40.93 - $44.6 $1.47 Million - $1.6 Million
35,831 Added 21.72%
200,765 $8.7 Million
Q1 2024

May 08, 2024
SELL
$38.38 - $42.63 $268,199 - $297,898
-6,988 Reduced 4.06%
164,934 $6.9 Million
Q4 2023

Jan 23, 2024
BUY
$36.36 - $40.7 $6.25 Million - $7 Million
171,922 New
171,922 $6.99 Million
Q1 2020

May 14, 2020
SELL
$29.04 - $46.68 $468,240 - $752,668
-16,124 Closed
0 $0
Q4 2019

Feb 12, 2020
SELL
$40.83 - $45.78 $470,484 - $527,522
-11,523 Reduced 41.68%
16,124 $738,000
Q4 2019

Jan 31, 2020
SELL
$40.83 - $45.78 $199,046 - $223,177
-4,875 Reduced 14.99%
27,647 $1.11 Million
Q3 2019

Nov 22, 2019
BUY
$41.23 - $43.82 $97,426 - $103,546
2,363 Added 7.84%
32,522 $1.34 Million
Q1 2019

Nov 22, 2019
BUY
N/A
2,512 Added 9.09%
30,159 $1.32 Million
Q4 2018

Feb 03, 2020
BUY
N/A
27,647 New
27,647 $1.11 Million

Others Institutions Holding DEM

# of Institutions
311
Shares Held
43.5M
Call Options Held
2.1K
Put Options Held
0
View Full List

About WISDOMTREE TR EMERGING MKTS HI

DEM Quotes by TradingView
  • Ticker DEM
  • Sector ETFs
  • Industry ETFs
More about DEM
Track This Portfolio

Track Private Wealth Advisors, LLC Portfolio

Follow Private Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email