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 |
---|---|---|---|---|---|---|---|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
387+ 6.55% |
$14.4K - $15.5K
|
6.3K
$259K
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
378+ 1.9% |
$14.1K - $15.2K
|
20.3K
$835K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
359+ 2.34% |
$13.4K - $14.4K
|
15.7K
$647K
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
335New |
$12.5K - $13.4K
|
335
$13.8K
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
313+ 2.53% |
$11.7K - $12.6K
|
12.7K
$522K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
304+ 2171.43% |
$11.3K - $12.2K
|
318
$13.1K
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
304New |
$11.3K - $12.2K
|
304
$12.5K
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
293+ 1.7% |
$10.9K - $11.8K
|
17.5K
$721K
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
281+ 0.06% |
$10.5K - $11.3K
|
480K
$19.8M
|
|
Jul 20, 2023
Q2 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
245+ 4.63% |
$9.14K - $9.83K
|
5.54K
$228K
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
195+ 0.78% |
$7.27K - $7.83K
|
25.2K
$1.04M
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
160+ 1.58% |
$5.97K - $6.42K
|
10.3K
$424K
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
140New |
$5.22K - $5.62K
|
140
$5.77K
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
126+ 0.48% |
$4.7K - $5.06K
|
26.2K
$1.08M
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
105+ 0.49% |
$3.92K - $4.21K
|
21.4K
$880K
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
105New |
$3.92K - $4.21K
|
105
$4.32K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
100New |
$3.73K - $4.01K
|
100
$4.12K
|
|
Jul 28, 2023
Q2 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
87+ 1.13% |
$3.25K - $3.49K
|
7.77K
$320K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
84+ 1.41% |
$3.13K - $3.37K
|
6.06K
$249K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
82+ 1.6% |
$3.06K - $3.29K
|
5.21K
$215K
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
70New |
$2.61K - $2.81K
|
70
$2.88K
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
63+ 0.34% |
$2.35K - $2.53K
|
18.6K
$764K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
41+ 1.13% |
$1.53K - $1.65K
|
3.68K
$151K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
36+ 0.45% |
$1.34K - $1.45K
|
7.97K
$328K
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
30+ 0.24% |
$1.12K - $1.2K
|
12.6K
$519K
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
30+ 0.29% |
$1.12K - $1.2K
|
10.4K
$427K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
21+ 9.77% |
$783 - $843
|
236
$9.72K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
18New |
$671 - $723
|
18
$741
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
13+ 0.22% |
$485 - $522
|
5.84K
$241K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9+ 23.68% |
$336 - $361
|
47
$1.94K
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 1.94% |
$336 - $361
|
472
$19.4K
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
8+ 1.93% |
$298 - $321
|
422
$17.4K
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
7+ 0.06% |
$261 - $281
|
12.1K
$499K
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6+ 0.1% |
$224 - $241
|
6.19K
$255K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
4+ 0.08% |
$149 - $161
|
5.09K
$210K
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.23% |
$149 - $161
|
1.72K
$70.9K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2+ 1.69% |
$74.6 - $80.3
|
120
$4.94K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 1.74% |
$74.6 - $80.3
|
117
$4.82K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.34% |
$37.3 - $40.1
|
291
$12K
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
1New |
$37.3 - $40.1
|
1
$41.2
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-12- 0.23% |
$448 - $482
|
5.25K
$216K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-15- 0.22% |
$560 - $602
|
6.78K
$279K
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-32- 1.24% |
$1.19K - $1.28K
|
2.55K
$105K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-51- 6.87% |
$1.9K - $2.05K
|
691
$28.5K
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-56- 0.55% |
$2.09K - $2.25K
|
10.2K
$421K
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-62- 0.39% |
$2.31K - $2.49K
|
15.9K
$655K
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-76- 0.22% |
$2.83K - $3.05K
|
35.1K
$1.45M
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-96- 0.91% |
$3.58K - $3.85K
|
10.5K
$431K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-103- 0.63% |
$3.84K - $4.13K
|
16.3K
$670K
|