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 12, 2021
Q1 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
11+ 0.21% |
$447 - $491
|
5.19K
$221K
|
|
Apr 27, 2021
Q1 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
5+ 0.05% |
$203 - $223
|
9.37K
$399K
|
|
Apr 28, 2021
Q1 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.08% |
$162 - $178
|
4.78K
$203K
|
|
Apr 22, 2021
Q1 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.56% |
$81.2 - $89.2
|
360
$15.3K
|
|
Apr 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2+ 0.1% |
$81.2 - $89.2
|
2.02K
$86K
|
|
May 06, 2021
Q1 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 0.08% |
$81.2 - $89.2
|
2.37K
$101K
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-4Closed |
$162 - $178
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
SELL
|
- |
-6- 0.15% |
$244 - $268
|
4.07K
$173K
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-9Closed |
$365 - $401
|
0
$0
|
|
May 24, 2021
Q1 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-14- 45.16% |
$569 - $624
|
17
$723
|
|
May 17, 2021
Q1 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-16- 76.19% |
$650 - $714
|
5
$213
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-17Closed |
$690 - $758
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-18Closed |
$731 - $803
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-29Closed |
$1.18K - $1.29K
|
0
$0
|
|
Jan 02, 2024
Q1 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-31- 42.47% |
$1.26K - $1.38K
|
42
$1.79K
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-56- 0.94% |
$2.27K - $2.5K
|
5.93K
$252K
|
|
May 10, 2021
Q1 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-57Closed |
$2.31K - $2.54K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-69- 0.34% |
$2.8K - $3.08K
|
20K
$850K
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-92Closed |
$3.74K - $4.1K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-100- 32.26% |
$4.06K - $4.46K
|
210
$8.94K
|
|
Apr 16, 2021
Q1 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-100- 16.67% |
$4.06K - $4.46K
|
500
$21.3K
|
|
Apr 19, 2021
Q1 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-122- 1.53% |
$4.95K - $5.44K
|
7.87K
$335K
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-129- 5.01% |
$5.24K - $5.75K
|
2.45K
$104K
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-131- 1.29% |
$5.32K - $5.84K
|
10.1K
$428K
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
SELL
|
- |
-150- 2.83% |
$6.09K - $6.69K
|
5.14K
$219K
|
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-150- 2.82% |
$6.09K - $6.69K
|
5.17K
$220K
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-200Closed |
$8.12K - $8.92K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-203- 16.5% |
$8.24K - $9.05K
|
1.03K
$43.7K
|
|
Apr 16, 2021
Q1 2021
|
Steph & CO
|
SELL
|
- |
-232Closed |
$9.42K - $10.3K
|
0
$0
|
|
Aug 16, 2024
Q1 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-234- 1.07% |
$9.5K - $10.4K
|
21.6K
$919K
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-239- 50.74% |
$9.71K - $10.7K
|
232
$9.87K
|
|
May 07, 2021
Q1 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-255- 17.32% |
$10.4K - $11.4K
|
1.22K
$51.8K
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-263Closed |
$10.7K - $11.7K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-281- 5.22% |
$11.4K - $12.5K
|
5.1K
$217K
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO
|
SELL
|
- |
-285- 17.9% |
$11.6K - $12.7K
|
1.31K
$55.6K
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-300Closed |
$12.2K - $13.4K
|
0
$0
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-300Closed |
$12.2K - $13.4K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-344- 3.67% |
$14K - $15.3K
|
9.03K
$384K
|
|
Apr 27, 2021
Q1 2021
|
First American Trust, Fsb
|
SELL
|
- |
-404- 1.33% |
$16.4K - $18K
|
30K
$1.28M
|
|
Apr 01, 2021
Q1 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-407- 7.39% |
$16.5K - $18.2K
|
5.1K
$217K
|
|
May 14, 2021
Q1 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-519Closed |
$21.1K - $23.1K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-550- 9.08% |
$22.3K - $24.5K
|
5.51K
$234K
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-550- 0.61% |
$22.3K - $24.5K
|
89K
$3.79M
|
|
Apr 28, 2021
Q1 2021
|
Firestone Capital Management
|
SELL
|
- |
-563- 10.76% |
$22.9K - $25.1K
|
4.67K
$199K
|
|
May 13, 2021
Q1 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-600- 92.31% |
$24.4K - $26.8K
|
50
$2.13K
|
|
Apr 29, 2021
Q1 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-640- 6.01% |
$26K - $28.5K
|
10K
$426K
|
|
May 05, 2021
Q1 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-700Closed |
$28.4K - $31.2K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-700- 10.69% |
$28.4K - $31.2K
|
5.85K
$249K
|
|
May 14, 2021
Q1 2021
|
Covington Capital Management
|
SELL
|
- |
-720- 54.55% |
$29.2K - $32.1K
|
600
$25.5K
|
|
May 06, 2021
Q1 2021
|
Simmons Bank
|
SELL
|
- |
-726- 13.48% |
$29.5K - $32.4K
|
4.66K
$198K
|