Hcr Wealth Advisors Wisdomtree Tr Emerging Mkts Hi Transaction History

Hcr Wealth Advisors

$757 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	$40.61 - $44.6 $8,122 - $8,920	-200 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$40.83 - $45.78 $8,166 - $9,156	200 New	200 $9,000

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

$295 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

$123 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.51M
Shares

$104 Million
0.03% of portfolio
Creative Planning Overland Park, KS

2.21M
Shares

$91.2 Million
0.1% of portfolio

About WISDOMTREE TR EMERGING MKTS HI

Ticker DEM
Sector ETFs
Industry ETFs

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