Valmark Advisers, Inc. Wisdomtree Tr Emerging Mkts Hi Transaction History

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Wisdomtree Tr Emerging Mkts Hi stock. As of the latest transaction made, Valmark Advisers, Inc. holds 185,420 shares of DEM stock, worth $7.65 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

185,420

Previous 128,775 43.99%

Holding current value

$7.65 Million

Previous $5.67 Million 32.47%

% of portfolio

0.12%

Previous 0.09%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$40.41 - $45.12 $2.29 Million - $2.56 Million	56,645 Added 43.99%	185,420 $7.51 Million
Q3 2024 Oct 25, 2024	BUY	$40.48 - $45.39 $1.92 Million - $2.16 Million	47,510 Added 58.46%	128,775 $5.67 Million
Q2 2024 Jul 31, 2024	SELL	$40.93 - $44.6 $19,523 - $21,274	-477 Reduced 0.58%	81,265 $3.52 Million
Q1 2024 May 03, 2024	BUY	$38.38 - $42.63 $38,802 - $43,098	1,011 Added 1.25%	81,742 $3.42 Million
Q4 2023 Feb 02, 2024	BUY	$36.36 - $40.7 $161,074 - $180,301	4,430 Added 5.81%	80,731 $3.28 Million
Q3 2023 Nov 07, 2023	SELL	$37.23 - $40.83 $47,505 - $52,099	-1,276 Reduced 1.64%	76,301 $2.86 Million
Q2 2023 Aug 02, 2023	BUY	$37.3 - $40.14 $556,553 - $598,928	14,921 Added 23.81%	77,577 $2.97 Million
Q1 2023 May 01, 2023	BUY	$35.59 - $39.4 $122,429 - $135,536	3,440 Added 5.81%	62,656 $2.37 Million
Q4 2022 Feb 06, 2023	BUY	$32.14 - $37.16 $166,099 - $192,042	5,168 Added 9.56%	59,216 $2.11 Million
Q3 2022 Nov 02, 2022	BUY	$32.43 - $37.99 $84,836 - $99,381	2,616 Added 5.09%	54,048 $1.76 Million
Q2 2022 Aug 01, 2022	BUY	$37.03 - $44.95 $226,253 - $274,644	6,110 Added 13.48%	51,432 $1.91 Million
Q1 2022 May 10, 2022	BUY	$40.62 - $47.47 $69,541 - $81,268	1,712 Added 3.93%	45,322 $1.98 Million
Q4 2021 Feb 02, 2022	BUY	$41.71 - $45.09 $52,596 - $56,858	1,261 Added 2.98%	43,610 $1.89 Million
Q3 2021 Nov 09, 2021	BUY	$43.34 - $45.98 $57,252 - $60,739	1,321 Added 3.22%	42,349 $1.85 Million
Q2 2021 Aug 06, 2021	BUY	$43.91 - $47.61 $104,944 - $113,787	2,390 Added 6.19%	41,028 $1.87 Million
Q1 2021 May 04, 2021	BUY	$40.61 - $44.6 $1,786 - $1,962	44 Added 0.11%	38,638 $1.71 Million
Q4 2020 Feb 03, 2021	BUY	$34.72 - $41.61 $28,574 - $34,245	823 Added 2.18%	38,594 $1.59 Million
Q3 2020 Nov 09, 2020	BUY	$34.56 - $38.91 $44,409 - $49,999	1,285 Added 3.52%	37,771 $1.33 Million
Q2 2020 Jul 31, 2020	SELL	$31.21 - $38.76 $5,305 - $6,589	-170 Reduced 0.46%	36,486 $1.32 Million
Q1 2020 May 01, 2020	BUY	$29.04 - $46.68 $15,681 - $25,207	540 Added 1.5%	36,656 $1.18 Million
Q4 2019 Jan 31, 2020	SELL	$40.83 - $45.78 $120,815 - $135,463	-2,959 Reduced 7.57%	36,116 $1.65 Million
Q3 2019 Nov 06, 2019	SELL	$41.23 - $43.82 $41,312 - $43,907	-1,002 Reduced 2.5%	39,075 $1.61 Million
Q2 2019 Aug 07, 2019	BUY	N/A	446 Added 1.13%	40,077 $1.79 Million
Q1 2019 May 10, 2019	BUY	N/A	2,134 Added 5.69%	39,631 $1.74 Million
Q4 2018 Feb 07, 2019	BUY	N/A	605 Added 1.64%	37,497 $1.51 Million
Q3 2018 Nov 02, 2018	BUY	N/A	354 Added 0.97%	36,892 $1.61 Million
Q2 2018 Aug 07, 2018	BUY	N/A	2,993 Added 8.92%	36,538 $1.57 Million
Q1 2018 May 07, 2018	SELL	N/A	-1,466 Reduced 4.19%	33,545 $1.6 Million
Q4 2017 Feb 09, 2018	BUY	N/A	4,500 Added 14.75%	35,011 $1.59 Million
Q3 2017 Nov 06, 2017	BUY	N/A	30,511	30,511 $1.31 Million

Others Institutions Holding DEM

# of Institutions

329

Shares Held

45.2M

Call Options Held

4.9K

Put Options Held

View Full List

About WISDOMTREE TR EMERGING MKTS HI

Ticker DEM
Sector ETFs
Industry ETFs

More about DEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Account

Valmark Advisers, Inc. Wisdomtree Tr Emerging Mkts Hi Transaction History