Purchases and Sales Made in Q1 2025 in Wisdomtree Tr Emerging Mkts Hi (DEM)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Hi (DEM) during Q1 2025. 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 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
345+ 14.97% |
$13.7K - $15K
|
2.65K
$116K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
322+ 1.19% |
$12.8K - $14K
|
27.5K
$1.2M
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
BUY
|
- |
295+ 0.85% |
$11.7K - $12.8K
|
34.9K
$1.53M
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
263+ 3.23% |
$10.4K - $11.4K
|
8.4K
$368K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
250+ 0.19% |
$9.91K - $10.8K
|
133K
$5.82M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
238+ 6.52% |
$9.44K - $10.3K
|
3.89K
$170K
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
213New |
$8.45K - $9.23K
|
213
$9.32K
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
200+ 1.37% |
$7.93K - $8.67K
|
14.9K
$650K
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
196+ 0.52% |
$7.77K - $8.5K
|
37.8K
$1.66M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
175New |
$6.94K - $7.59K
|
175
$7.66K
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
151New |
$5.99K - $6.55K
|
151
$6.61K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
135+ 41.8% |
$5.35K - $5.85K
|
458
$20K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
106New |
$4.2K - $4.6K
|
106
$4.64K
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
100+ 1.09% |
$3.97K - $4.34K
|
9.27K
$405K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
87+ 185.11% |
$3.45K - $3.77K
|
134
$5.86K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
72New |
$2.85K - $3.12K
|
72
$3.15K
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
60New |
$2.38K - $2.6K
|
60
$2.63K
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
59+ 0.87% |
$2.34K - $2.56K
|
6.84K
$299K
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
50+ 0.76% |
$1.98K - $2.17K
|
6.64K
$291K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
48+ 0.99% |
$1.9K - $2.08K
|
4.9K
$214K
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
37+ 16.97% |
$1.47K - $1.6K
|
255
$11.2K
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
36+ 51.43% |
$1.43K - $1.56K
|
106
$4.64K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
26+ 0.24% |
$1.03K - $1.13K
|
11K
$482K
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
26+ 0.52% |
$1.03K - $1.13K
|
5.02K
$220K
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
20+ 0.28% |
$793 - $867
|
7.29K
$319K
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
14New |
$555 - $607
|
14
$613
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
11New |
$436 - $477
|
11
$481
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
6+ 0.05% |
$238 - $260
|
13.3K
$583K
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6+ 0.09% |
$238 - $260
|
6.44K
$282K
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
6+ 1.68% |
$238 - $260
|
363
$15.9K
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
5+ 6.76% |
$198 - $217
|
79
$3.46K
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
5+ 1.09% |
$198 - $217
|
464
$20.3K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2+ 5.26% |
$79.3 - $86.7
|
40
$1.75K
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 6.25% |
$39.7 - $43.4
|
17
$744
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-1- 0.02% |
$39.7 - $43.4
|
5.91K
$258K
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-11- 0.21% |
$436 - $477
|
5.23K
$229K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-13- 28.89% |
$515 - $564
|
32
$1.4K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-16- 50.0% |
$634 - $694
|
16
$700
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-18- 0.32% |
$714 - $780
|
5.56K
$243K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-19- 15.57% |
$753 - $824
|
103
$4.51K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-20- 1.61% |
$793 - $867
|
1.23K
$53.6K
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-28- 10.77% |
$1.11K - $1.21K
|
232
$10.2K
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-30- 0.32% |
$1.19K - $1.3K
|
9.36K
$410K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-39- 0.08% |
$1.55K - $1.69K
|
47.8K
$2.09M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-42- 2.75% |
$1.67K - $1.82K
|
1.49K
$65.1K
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-45- 0.85% |
$1.78K - $1.95K
|
5.27K
$230K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-49- 9.28% |
$1.94K - $2.12K
|
479
$21K
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-61- 0.33% |
$2.42K - $2.64K
|
18.2K
$797K
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-65- 0.32% |
$2.58K - $2.82K
|
20.6K
$899K
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-70- 0.75% |
$2.78K - $3.03K
|
9.29K
$406K
|