Institutional & Family Asset Management, LLC Wisdomtree Tr Emerging Mkts Hi Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	N/A	-1,000 Closed	0 $0
Q3 2020 Oct 30, 2020	BUY	N/A	1,000 New	1,000 $35,000

Others Institutions Holding DEM

# of Institutions

311

Shares Held

40.8M

Call Options Held

17K

Put Options Held

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

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About WISDOMTREE TR EMERGING MKTS HI

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