Wealth Quarterback LLC Wisdomtree Tr Emerging Mkts Hi Transaction History

Wealth Quarterback LLC

$179 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 17, 2020	SELL	N/A	-462 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	N/A	462 New	462 $0

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Quarterback LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Quarterback LLC with notifications on news.