Journey Strategic Wealth LLC Wisdomtree Tr Emerging Mkts Hi Transaction History

Journey Strategic Wealth LLC

$2.25 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	N/A	-337,412 Closed	0 $0
Q1 2022 May 16, 2022	BUY	N/A	332,577 Added 6878.53%	337,412 $11.1 Million
Q4 2021 Feb 14, 2022	BUY	N/A	4,835 New	4,835 $209,000

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

$288 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

5.47M
Shares

$239 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.79M
Shares

$122 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.33M
Shares

$102 Million
0.03% of portfolio
Creative Planning Overland Park, KS

2.24M
Shares

$97.8 Million
0.1% of portfolio

About WISDOMTREE TR EMERGING MKTS HI

Ticker DEM
Sector ETFs
Industry ETFs

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