Ima Wealth, Inc. Wisdomtree Tr Emerging Mkts Hi Transaction History

Ima Wealth, Inc.

$211 Million
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 14, 2020	SELL	N/A	-128 Closed	0 $0
Q4 2019 Feb 24, 2020	BUY	N/A	1 Added 0.79%	128 $6,000
Q3 2019 Oct 29, 2019	BUY	N/A	5 Added 4.1%	127 $5,000
Q2 2019 Jul 19, 2019	BUY	N/A	122 New	122 $5,000

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
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