Purchases and Sales Made in Q1 2023 in Wisdomtree Tr Emerging Mkts Hi (DEM)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Hi (DEM) during Q1 2023. 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 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.03M+ 20.46% |
$36.7M - $40.6M
|
6.06M
$257M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
970K+ 87.69% |
$34.5M - $38.2M
|
2.08M
$87.9M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
877K+ 20.03% |
$31.2M - $34.5M
|
5.25M
$222M
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
713K+ 4102.88% |
$25.4M - $28.1M
|
731K
$30.9M
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
420KNew |
$15M - $16.6M
|
420K
$17.8M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
405K+ 30.6% |
$14.4M - $15.9M
|
1.73M
$73.1M
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
376KNew |
$13.4M - $14.8M
|
376K
$15.9M
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
304KNew |
$10.8M - $12M
|
304K
$12.9M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
253K+ 34.17% |
$9M - $9.96M
|
993K
$42M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
213K+ 14.81% |
$7.59M - $8.4M
|
1.65M
$70M
|
|
May 09, 2023
Q1 2023
|
Barings LLC
|
BUY
|
- |
180K+ 53.23% |
$6.41M - $7.09M
|
518K
$21.9M
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
159K+ 425.22% |
$5.67M - $6.28M
|
197K
$8.33M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
122K+ 17.96% |
$4.34M - $4.81M
|
801K
$33.9M
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
106KNew |
$3.77M - $4.17M
|
106K
$4.48M
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
103K+ 686.72% |
$3.66M - $4.06M
|
118K
$4.99M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
97.3K+ 29.41% |
$3.46M - $3.83M
|
428K
$18.1M
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
91.2K+ 222.7% |
$3.25M - $3.59M
|
132K
$5.59M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
86.3K+ 68.78% |
$3.07M - $3.4M
|
212K
$8.96M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
77.5K+ 48.92% |
$2.76M - $3.05M
|
236K
$9.98M
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
73.5K+ 249.39% |
$2.62M - $2.9M
|
103K
$4.36M
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
72.6K+ 124.03% |
$2.58M - $2.86M
|
131K
$5.55M
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
69.8KNew |
$2.48M - $2.75M
|
69.8K
$2.95M
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
67.8K+ 961.17% |
$2.41M - $2.67M
|
74.9K
$3.17M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
65.3K+ 250.92% |
$2.33M - $2.57M
|
91.4K
$3.87M
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
64.3K+ 56.15% |
$2.29M - $2.54M
|
179K
$7.57M
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
60.2K+ 29.02% |
$2.14M - $2.37M
|
268K
$11.3M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
53.7K+ 7.58% |
$1.91M - $2.12M
|
762K
$32.3M
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
53.3K+ 29.93% |
$1.9M - $2.1M
|
231K
$9.79M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
51.6K+ 17.01% |
$1.84M - $2.03M
|
355K
$15M
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
50.1K+ 51.56% |
$1.78M - $1.98M
|
147K
$6.24M
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
47.8K+ 11.06% |
$1.7M - $1.88M
|
480K
$20.3M
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
46.9KNew |
$1.67M - $1.85M
|
46.9K
$1.98M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
42.4K+ 100.95% |
$1.51M - $1.67M
|
84.4K
$3.57M
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
39.6KNew |
$1.41M - $1.56M
|
39.6K
$1.68M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.6KNew |
$1.16M - $1.28M
|
32.6K
$1.38M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
32.5K+ 24.96% |
$1.16M - $1.28M
|
163K
$6.89M
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
30.9K+ 118.41% |
$1.1M - $1.22M
|
56.9K
$2.41M
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
30.8K+ 58.9% |
$1.1M - $1.21M
|
83K
$3.51M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.8K+ 12.88% |
$991K - $1.1M
|
244K
$10.3M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27K+ 7.86% |
$961K - $1.06M
|
370K
$15.7M
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
25KNew |
$890K - $985K
|
25K
$1.06M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.6K+ 54.38% |
$876K - $969K
|
69.8K
$2.96M
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
20.9K+ 13.55% |
$745K - $825K
|
175K
$7.43M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.9K+ 0.97% |
$742K - $822K
|
2.17M
$91.9M
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
BUY
|
- |
20.5KNew |
$730K - $808K
|
20.5K
$868K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
20.2KNew |
$721K - $798K
|
20.2K
$857K
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
19.8KNew |
$704K - $779K
|
19.8K
$837K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
19.8KNew |
$704K - $779K
|
19.8K
$837K
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
17.9K+ 315.19% |
$638K - $706K
|
23.6K
$999K
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17.7KNew |
$630K - $698K
|
17.7K
$750K
|