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 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-77- 1.44% |
$3.05K - $3.34K
|
5.29K
$231K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-101- 1.49% |
$4K - $4.38K
|
6.68K
$292K
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
SELL
|
- |
-107- 1.58% |
$4.24K - $4.64K
|
6.68K
$292K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-110- 1.3% |
$4.36K - $4.77K
|
8.36K
$366K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-143- 1.87% |
$5.67K - $6.2K
|
7.52K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-146- 1.98% |
$5.79K - $6.33K
|
7.22K
$316K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-150- 1.79% |
$5.95K - $6.5K
|
8.22K
$360K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-152- 8.09% |
$6.03K - $6.59K
|
1.73K
$75.5K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-162- 36.99% |
$6.42K - $7.02K
|
276
$12.1K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-165- 0.52% |
$6.54K - $7.15K
|
31.8K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-178- 2.41% |
$7.06K - $7.72K
|
7.2K
$315K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-211- 0.3% |
$8.37K - $9.15K
|
69.4K
$3.04M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-220- 99.1% |
$8.72K - $9.54K
|
2
$87.5
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-242- 54.75% |
$9.6K - $10.5K
|
200
$8.75K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-244- 1.28% |
$9.67K - $10.6K
|
18.8K
$822K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-246- 42.41% |
$9.75K - $10.7K
|
334
$14.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-246- 2.82% |
$9.75K - $10.7K
|
8.49K
$371K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-258- 10.3% |
$10.2K - $11.2K
|
2.25K
$98.4K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-261- 1.91% |
$10.3K - $11.3K
|
13.4K
$588K
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-267- 4.38% |
$10.6K - $11.6K
|
5.83K
$255K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-268- 79.06% |
$10.6K - $11.6K
|
71
$3.11K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-273- 12.69% |
$10.8K - $11.8K
|
1.88K
$82.2K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-275- 36.42% |
$10.9K - $11.9K
|
480
$21K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-284- 2.71% |
$11.3K - $12.3K
|
10.2K
$446K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-288- 4.81% |
$11.4K - $12.5K
|
5.69K
$249K
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-323- 5.8% |
$12.8K - $14K
|
5.25K
$230K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-326- 4.71% |
$12.9K - $14.1K
|
6.6K
$289K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-356- 1.89% |
$14.1K - $15.4K
|
18.4K
$807K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-359- 2.03% |
$14.2K - $15.6K
|
17.3K
$757K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-375- 2.28% |
$14.9K - $16.3K
|
16.1K
$704K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-388- 2.77% |
$15.4K - $16.8K
|
13.6K
$595K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-388- 4.94% |
$15.4K - $16.8K
|
7.47K
$327K
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-491- 3.26% |
$19.5K - $21.3K
|
14.5K
$637K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-525- 5.5% |
$20.8K - $22.8K
|
9.03K
$395K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-528- 5.4% |
$20.9K - $22.9K
|
9.26K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-537- 7.67% |
$21.3K - $23.3K
|
6.47K
$283K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-581- 6.56% |
$23K - $25.2K
|
8.28K
$362K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-663- 17.97% |
$26.3K - $28.7K
|
3.03K
$132K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-731- 6.68% |
$29K - $31.7K
|
10.2K
$447K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-750- 2.81% |
$29.7K - $32.5K
|
25.9K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-757- 10.4% |
$30K - $32.8K
|
6.52K
$285K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-786- 12.49% |
$31.2K - $34.1K
|
5.51K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-888- 1.13% |
$35.2K - $38.5K
|
77.4K
$3.39M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-998- 9.02% |
$39.6K - $43.3K
|
10.1K
$441K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.08K- 3.08% |
$42.7K - $46.7K
|
34K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.15K- 14.22% |
$45.7K - $50K
|
6.96K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.27KClosed |
$50.2K - $54.8K
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.38K- 1.11% |
$54.8K - $59.9K
|
123K
$5.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-1.44K- 14.11% |
$57.1K - $62.4K
|
8.77K
$384K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-1.54K- 98.34% |
$60.9K - $66.6K
|
26
$1.14K
|