Purchases and Sales Made in Q2 2024 in Wisdomtree Tr Emerging Mkts Hi (DEM)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Hi (DEM) during Q2 2024. 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 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-42- 0.32% |
$1.72K - $1.87K
|
13.2K
$560K
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-50- 0.14% |
$2.05K - $2.23K
|
36.3K
$1.54M
|
|
Aug 02, 2024
Q2 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-50- 0.47% |
$2.05K - $2.23K
|
10.6K
$446K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-53- 9.12% |
$2.17K - $2.36K
|
528
$22.3K
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-55- 0.31% |
$2.25K - $2.45K
|
17.6K
$747K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-67- 1.65% |
$2.74K - $2.99K
|
4K
$169K
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-68- 0.92% |
$2.78K - $3.03K
|
7.36K
$311K
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-75- 0.87% |
$3.07K - $3.35K
|
8.51K
$360K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-100- 33.33% |
$4.09K - $4.46K
|
200
$8.46K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-106Closed |
$4.34K - $4.73K
|
0
$0
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-110- 0.83% |
$4.5K - $4.91K
|
13.1K
$556K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-114- 4.21% |
$4.67K - $5.08K
|
2.6K
$110K
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-131- 1.75% |
$5.36K - $5.84K
|
7.34K
$311K
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-151- 2.64% |
$6.18K - $6.73K
|
5.57K
$236K
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-171- 1.38% |
$7K - $7.63K
|
12.2K
$516K
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-175- 3.04% |
$7.16K - $7.81K
|
5.58K
$236K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-190- 0.47% |
$7.78K - $8.47K
|
40.2K
$1.7M
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-191- 2.7% |
$7.82K - $8.52K
|
6.87K
$291K
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-195- 2.87% |
$7.98K - $8.7K
|
6.6K
$279K
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-201- 2.85% |
$8.23K - $8.96K
|
6.84K
$290K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-232- 65.54% |
$9.5K - $10.3K
|
122
$5.16K
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-250- 71.43% |
$10.2K - $11.2K
|
100
$4.23K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-272- 6.07% |
$11.1K - $12.1K
|
4.21K
$178K
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-328- 4.96% |
$13.4K - $14.6K
|
6.29K
$266K
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-382- 1.0% |
$15.6K - $17K
|
38K
$1.61M
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-400- 42.02% |
$16.4K - $17.8K
|
552
$23.4K
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-403- 0.14% |
$16.5K - $18K
|
293K
$12.4M
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-406- 3.94% |
$16.6K - $18.1K
|
9.9K
$419K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-407- 47.49% |
$16.7K - $18.2K
|
450
$19K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-408- 23.57% |
$16.7K - $18.2K
|
1.32K
$56K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-459- 3.35% |
$18.8K - $20.5K
|
13.3K
$561K
|
|
Aug 13, 2024
Q2 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-460- 5.61% |
$18.8K - $20.5K
|
7.74K
$328K
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-465- 5.03% |
$19K - $20.7K
|
8.78K
$372K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-471- 0.36% |
$19.3K - $21K
|
131K
$5.55M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-477- 0.58% |
$19.5K - $21.3K
|
81.3K
$3.44M
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-500- 3.31% |
$20.5K - $22.3K
|
14.6K
$618K
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-545- 4.03% |
$22.3K - $24.3K
|
13K
$550K
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-570- 3.88% |
$23.3K - $25.4K
|
14.1K
$597K
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-738- 2.05% |
$30.2K - $32.9K
|
35.2K
$1.49M
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-784- 4.83% |
$32.1K - $35K
|
15.4K
$653K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-844- 4.8% |
$34.5K - $37.6K
|
16.7K
$708K
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-898- 1.51% |
$36.8K - $40.1K
|
58.6K
$2.48M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-903- 10.63% |
$37K - $40.3K
|
7.59K
$321K
|
|
Aug 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-976- 2.61% |
$39.9K - $43.5K
|
36.4K
$1.54M
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.03K- 2.72% |
$42.2K - $46K
|
36.9K
$1.56M
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.11K- 8.87% |
$45.2K - $49.3K
|
11.3K
$480K
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-1.12K- 1.47% |
$45.8K - $49.9K
|
75.1K
$3.18M
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-1.27K- 4.34% |
$52K - $56.6K
|
28K
$1.18M
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.32K- 7.48% |
$54.2K - $59.1K
|
16.4K
$693K
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.35K- 11.96% |
$55.1K - $60K
|
9.91K
$419K
|