Purchases and Sales Made in Q1 2021 in Wisdomtree Tr Emerging Mkts Hi (DEM)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Hi (DEM) during Q1 2021. The information is specifically focused on institutions that hold shares of WISDOMTREE TR EMERGING MKTS HI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.27K+ 6.52% |
$133K - $146K
|
53.4K
$2.27M
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
3.12K+ 561.62% |
$127K - $139K
|
3.67K
$156K
|
|
Apr 26, 2021
Q1 2021
|
Simplex Trading, LLC
|
BUY
|
- |
2.98K+ 53.38% |
$121K - $133K
|
8.57K
$364K
|
|
May 04, 2021
Q1 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.88K+ 2.71% |
$117K - $128K
|
109K
$4.64M
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
2.15K+ 9.35% |
$87.2K - $95.8K
|
25.1K
$1.07M
|
|
May 06, 2021
Q1 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.06K+ 5.71% |
$83.5K - $91.7K
|
38K
$1.62M
|
|
May 14, 2021
Q1 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
2KNew |
$81.2K - $89.2K
|
2K
$85.1K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.95KNew |
$79.2K - $87K
|
1.95K
$83K
|
|
May 14, 2021
Q1 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.86KNew |
$75.7K - $83.1K
|
1.86K
$79.3K
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.86K+ 2.7% |
$75.5K - $82.9K
|
70.7K
$3.01M
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.72K+ 34.64% |
$69.6K - $76.5K
|
6.67K
$284K
|
|
Apr 30, 2021
Q1 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.42K+ 10.55% |
$57.8K - $63.5K
|
14.9K
$635K
|
|
Apr 23, 2021
Q1 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.34KNew |
$54.4K - $59.8K
|
1.34K
$57K
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.12K+ 1438.46% |
$45.6K - $50K
|
1.2K
$51.1K
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1KNew |
$40.6K - $44.6K
|
1K
$42.6K
|
|
May 14, 2021
Q1 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
954New |
$38.7K - $42.5K
|
954
$40.6K
|
|
May 10, 2021
Q1 2021
|
New Square Capital LLC
|
BUY
|
- |
930+ 16.91% |
$37.8K - $41.5K
|
6.43K
$274K
|
|
May 18, 2021
Q1 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
917+ 3.92% |
$37.2K - $40.9K
|
24.3K
$1.03M
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
867New |
$35.2K - $38.7K
|
867
$36.9K
|
|
Apr 26, 2021
Q1 2021
|
Asset Management Advisors, LLC
|
BUY
|
- |
755+ 0.91% |
$30.7K - $33.7K
|
83.4K
$3.55M
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
719+ 30.69% |
$29.2K - $32.1K
|
3.06K
$130K
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
BUY
|
- |
695+ 30.63% |
$28.2K - $31K
|
2.96K
$126K
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
650+ 15.88% |
$26.4K - $29K
|
4.74K
$202K
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
567+ 3.25% |
$23K - $25.3K
|
18K
$767K
|
|
May 03, 2021
Q1 2021
|
Asset Dedication, LLC
|
BUY
|
- |
563+ 15.28% |
$22.9K - $25.1K
|
4.25K
$181K
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
560+ 229.51% |
$22.7K - $25K
|
804
$34.2K
|
|
Apr 13, 2021
Q1 2021
|
Menlo Advisors LLC
|
BUY
|
- |
505+ 0.35% |
$20.5K - $22.5K
|
147K
$6.25M
|
|
May 17, 2021
Q1 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
440+ 3.16% |
$17.9K - $19.6K
|
14.4K
$611K
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
359+ 3.88% |
$14.6K - $16K
|
9.61K
$409K
|
|
May 12, 2021
Q1 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
279+ 2.31% |
$11.3K - $12.4K
|
12.4K
$527K
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
BUY
|
- |
244+ 18.77% |
$9.91K - $10.9K
|
1.54K
$65.7K
|
|
May 11, 2021
Q1 2021
|
Psi Advisors, LLC
|
BUY
|
- |
238+ 3.76% |
$9.67K - $10.6K
|
6.57K
$280K
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
214+ 17.12% |
$8.69K - $9.54K
|
1.46K
$62.3K
|
|
May 13, 2021
Q1 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
202New |
$8.2K - $9.01K
|
202
$8.6K
|
|
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
200+ 160.0% |
$8.12K - $8.92K
|
325
$13.8K
|
|
May 13, 2021
Q1 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
167New |
$6.78K - $7.45K
|
167
$7.11K
|
|
May 12, 2021
Q1 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
150+ 1.69% |
$6.09K - $6.69K
|
9.04K
$385K
|
|
May 05, 2021
Q1 2021
|
Element Wealth, LLC
|
BUY
|
- |
130+ 1.13% |
$5.28K - $5.8K
|
11.6K
$493K
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
125+ 2.81% |
$5.08K - $5.58K
|
4.58K
$195K
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
109+ 49.32% |
$4.43K - $4.86K
|
330
$14K
|
|
Apr 21, 2021
Q1 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
93New |
$3.78K - $4.15K
|
93
$3.96K
|
|
Apr 12, 2021
Q1 2021
|
Courier Capital LLC
|
BUY
|
- |
93+ 0.71% |
$3.78K - $4.15K
|
13.2K
$561K
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
BUY
|
- |
91+ 1.78% |
$3.7K - $4.06K
|
5.21K
$222K
|
|
Apr 27, 2021
Q1 2021
|
West End Advisors, LLC
|
BUY
|
- |
79New |
$3.21K - $3.52K
|
79
$3.36K
|
|
Apr 26, 2021
Q1 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
58New |
$2.36K - $2.59K
|
58
$2.47K
|
|
May 04, 2021
Q1 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
44+ 0.11% |
$1.79K - $1.96K
|
38.6K
$1.64M
|
|
May 11, 2021
Q1 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
39+ 0.59% |
$1.58K - $1.74K
|
6.61K
$281K
|
|
Apr 29, 2021
Q1 2021
|
Financial Counselors Inc
|
BUY
|
- |
38+ 0.51% |
$1.54K - $1.69K
|
7.56K
$322K
|
|
Apr 26, 2021
Q1 2021
|
Ma Private Wealth
|
BUY
|
- |
31+ 0.37% |
$1.26K - $1.38K
|
8.36K
$356K
|
|
May 20, 2021
Q1 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
31New |
$1.26K - $1.38K
|
31
$1.32K
|