Herold Advisors, Inc. Wisdomtree Tr Emerging Mkts Hi Transaction History

Herold Advisors, Inc.

$405 Million
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 15, 2022	SELL	N/A	-100 Closed	0 $0
Q1 2022 May 09, 2022	BUY	N/A	100 New	100 $0
Q4 2021 Jan 20, 2022	SELL	N/A	-100 Closed	0 $0
Q3 2021 Nov 03, 2021	BUY	N/A	100 New	100 $4,000

Others Institutions Holding DEM

# of Institutions

311

Shares Held

40.8M

Call Options Held

17K

Put Options Held

6K

Morgan Stanley New York, NY

6.59M
Shares

$291 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

5.47M
Shares

$241 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.79M
Shares

$123 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

$98.8 Million
0.1% of portfolio

About WISDOMTREE TR EMERGING MKTS HI

Ticker DEM
Sector ETFs
Industry ETFs

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