Hcr Wealth Advisors Wisdomtree Tr Emerging Mkts Hi Transaction History

Hcr Wealth Advisors

$658 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	N/A	-200 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	N/A	200 New	200 $9,000

Others Institutions Holding DEM

# of Institutions

311

Shares Held

40.7M

Call Options Held

17K

Put Options Held

6K

Morgan Stanley New York, NY

6.59M
Shares

$292 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

5.47M
Shares

$242 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.79M
Shares

$124 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.33M
Shares

$103 Million
0.03% of portfolio
Creative Planning Overland Park, KS

2.24M
Shares

$99.1 Million
0.1% of portfolio

About WISDOMTREE TR EMERGING MKTS HI

Ticker DEM
Sector ETFs
Industry ETFs

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