Purchases and Sales Made in Q2 2023 in Wisdomtree Tr Emerging Mkts Hi (DEM)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Hi (DEM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
7.96KNew |
$297K - $320K
|
7.96K
$328K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.7KNew |
$287K - $309K
|
7.7K
$317K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7.57KNew |
$282K - $304K
|
7.57K
$312K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.45KNew |
$278K - $299K
|
7.45K
$307K
|
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
7.28KNew |
$272K - $292K
|
7.28K
$300K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
6.74KNew |
$252K - $271K
|
6.74K
$278K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
6.61K+ 6.42% |
$247K - $265K
|
110K
$4.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.96K+ 47.42% |
$222K - $239K
|
18.5K
$764K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
5.52KNew |
$206K - $221K
|
5.52K
$227K
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
5.4KNew |
$202K - $217K
|
5.4K
$223K
|
|
|
Nov 07, 2023
Q2 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
5.39K+ 4.62% |
$201K - $216K
|
122K
$5.03M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.33K+ 20.57% |
$199K - $214K
|
31.3K
$1.29M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.97K+ 221.14% |
$185K - $199K
|
7.22K
$297K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4K+ 22.58% |
$149K - $161K
|
21.7K
$894K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.4K+ 58.36% |
$127K - $136K
|
9.23K
$380K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.01K+ 27.9% |
$112K - $121K
|
13.8K
$567K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.91K+ 5.95% |
$109K - $117K
|
51.9K
$2.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.68K+ 13.22% |
$99.8K - $107K
|
22.9K
$944K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.63K+ 2.17% |
$97.9K - $105K
|
123K
$5.09M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.46K+ 17.06% |
$91.6K - $98.6K
|
16.9K
$694K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.42K+ 167.73% |
$90.2K - $97K
|
3.86K
$159K
|
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
2.19K+ 0.58% |
$81.7K - $87.9K
|
378K
$15.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.02K+ 0.87% |
$75.2K - $81K
|
233K
$9.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2K+ 5.06% |
$74.5K - $80.1K
|
41.5K
$1.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.94KNew |
$72.3K - $77.8K
|
1.94K
$79.9K
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.76K+ 12.63% |
$65.6K - $70.6K
|
15.7K
$646K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.53K+ 8.74% |
$57K - $61.4K
|
19K
$784K
|
|
|
Aug 04, 2023
Q2 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
1.46K+ 1.95% |
$54.3K - $58.4K
|
76.3K
$3.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
1.3K+ 14.26% |
$48.6K - $52.3K
|
10.4K
$430K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.22K+ 1.48% |
$45.6K - $49.1K
|
83.7K
$3.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.22KNew |
$45.5K - $49K
|
1.22K
$50.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
1.12K+ 1.52% |
$41.8K - $45K
|
75K
$3.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
949+ 1.04% |
$35.4K - $38.1K
|
92.3K
$3.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
901+ 1.58% |
$33.6K - $36.2K
|
57.8K
$2.38M
|
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
881+ 3.16% |
$32.9K - $35.4K
|
28.7K
$1.18M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
856+ 47.08% |
$31.9K - $34.4K
|
2.67K
$110K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
744+ 8.5% |
$27.8K - $29.9K
|
9.5K
$391K
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
706+ 3.57% |
$26.3K - $28.3K
|
20.5K
$843K
|
|
|
Aug 11, 2023
Q2 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
691+ 8.09% |
$25.8K - $27.7K
|
9.24K
$380K
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
567New |
$21.1K - $22.8K
|
567
$23.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
538+ 42.53% |
$20.1K - $21.6K
|
1.8K
$74.3K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
500+ 1.07% |
$18.7K - $20.1K
|
47.4K
$1.95M
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
469+ 0.82% |
$17.5K - $18.8K
|
57.4K
$2.36M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
465New |
$17.3K - $18.7K
|
465
$19.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
455+ 5.01% |
$17K - $18.3K
|
9.53K
$393K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
424+ 53.74% |
$15.8K - $17K
|
1.21K
$50K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
424+ 53.74% |
$15.8K - $17K
|
1.21K
$50K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
412+ 6.11% |
$15.4K - $16.5K
|
7.15K
$295K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
409+ 3.3% |
$15.3K - $16.4K
|
12.8K
$528K
|
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
400+ 1.69% |
$14.9K - $16.1K
|
24K
$989K
|