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 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.65K- 11.1% |
$65.4K - $71.5K
|
13.2K
$578K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-2.12K- 6.06% |
$83.9K - $91.8K
|
32.8K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.24K- 6.07% |
$89K - $97.3K
|
34.7K
$1.52M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-2.49K- 6.78% |
$98.8K - $108K
|
34.2K
$1.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-2.5K- 11.64% |
$99.1K - $108K
|
19K
$830K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-3K- 8.5% |
$119K - $130K
|
32.3K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-3.6K- 41.9% |
$143K - $156K
|
4.99K
$218K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-3.8K- 2.1% |
$151K - $165K
|
177K
$7.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.89K- 12.84% |
$154K - $169K
|
26.4K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.98K- 38.84% |
$158K - $173K
|
6.27K
$274K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.65K- 14.36% |
$224K - $245K
|
33.7K
$1.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.15K- 0.41% |
$244K - $267K
|
1.49M
$65.2M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.45K- 14.68% |
$256K - $280K
|
37.5K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-6.61K- 4.39% |
$262K - $287K
|
144K
$6.3M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.82K- 6.23% |
$270K - $296K
|
103K
$4.49M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.52K- 33.16% |
$298K - $326K
|
15.2K
$663K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-7.53K- 20.53% |
$298K - $326K
|
29.1K
$1.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-7.54K- 15.85% |
$299K - $327K
|
40K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.86K- 6.28% |
$312K - $341K
|
117K
$5.13M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8.52K- 44.06% |
$338K - $370K
|
10.8K
$474K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-8.77K- 26.39% |
$348K - $380K
|
24.5K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.24K- 52.65% |
$366K - $400K
|
8.31K
$364K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-12K- 2.66% |
$477K - $522K
|
440K
$19.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-12.4K- 71.69% |
$492K - $537K
|
4.9K
$214K
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
SELL
|
- |
-13.8K- 34.66% |
$549K - $600K
|
26.1K
$1.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-14.3K- 23.71% |
$566K - $619K
|
45.9K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-15K- 6.03% |
$593K - $648K
|
233K
$10.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16K- 62.62% |
$633K - $692K
|
9.53K
$417K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-17K- 54.72% |
$673K - $735K
|
14K
$614K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-19.8K- 87.01% |
$784K - $857K
|
2.95K
$129K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-27.4K- 6.59% |
$1.09M - $1.19M
|
389K
$17M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-28.6K- 78.15% |
$1.14M - $1.24M
|
8K
$350K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-34.2K- 13.07% |
$1.36M - $1.48M
|
228K
$9.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-35.6K- 97.62% |
$1.41M - $1.54M
|
867
$37.9K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-47.6K- 2.14% |
$1.89M - $2.06M
|
2.18M
$95.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-49.3K- 21.63% |
$1.95M - $2.14M
|
178K
$7.81M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-57.4K- 26.16% |
$2.28M - $2.49M
|
162K
$7.09M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-58K- 8.91% |
$2.3M - $2.51M
|
593K
$26M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-58.7K- 2.78% |
$2.33M - $2.55M
|
2.06M
$89.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-60.3K- 58.19% |
$2.39M - $2.61M
|
43.3K
$1.9M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-66.9K- 51.3% |
$2.65M - $2.9M
|
63.5K
$2.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-118K- 43.71% |
$4.68M - $5.12M
|
152K
$6.65M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-122K- 62.73% |
$4.82M - $5.27M
|
72.3K
$3.16M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-135K- 67.87% |
$5.35M - $5.85M
|
63.9K
$2.8M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-136K- 4.35% |
$5.41M - $5.92M
|
3M
$131M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-196K- 24.98% |
$7.76M - $8.48M
|
588K
$25.7M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-353K- 13.04% |
$14M - $15.3M
|
2.35M
$103M
|