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
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.49K- 14.34% |
$60.8K - $66.2K
|
8.87K
$363K
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-1.5K- 72.12% |
$61.4K - $66.9K
|
580
$23.8K
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.64K- 10.47% |
$67K - $73K
|
14K
$574K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.65K- 1.91% |
$67.5K - $73.5K
|
84.7K
$3.47M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.82K- 13.05% |
$74.6K - $81.3K
|
12.1K
$497K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.86K- 1.63% |
$76.2K - $83K
|
112K
$4.6M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.91K- 31.63% |
$78K - $85K
|
4.12K
$169K
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2K- 29.16% |
$81.7K - $89K
|
4.85K
$198K
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-2.12K- 8.02% |
$86.9K - $94.6K
|
24.4K
$997K
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-2.22K- 30.26% |
$90.8K - $98.9K
|
5.11K
$209K
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.26K- 15.2% |
$92.3K - $101K
|
12.6K
$515K
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.36K- 15.2% |
$96.6K - $105K
|
13.2K
$539K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.83K- 46.76% |
$116K - $126K
|
3.22K
$132K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.12K- 5.62% |
$128K - $139K
|
52.5K
$2.15M
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-3.21K- 17.31% |
$131K - $143K
|
15.3K
$627K
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.38K- 1.98% |
$139K - $151K
|
167K
$6.85M
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4.75KClosed |
$195K - $212K
|
0
$0
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-5.11K- 8.85% |
$209K - $228K
|
52.6K
$2.16M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.74K- 4.82% |
$235K - $256K
|
113K
$4.65M
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-5.75K- 29.25% |
$235K - $256K
|
13.9K
$569K
|
|
Aug 14, 2024
Q2 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-6.12K- 4.87% |
$250K - $273K
|
119K
$4.89M
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-6.23K- 2.37% |
$255K - $278K
|
256K
$10.5M
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-6.27K- 51.13% |
$256K - $279K
|
5.99K
$245K
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-6.5K- 41.67% |
$266K - $290K
|
9.1K
$373K
|
|
Oct 18, 2024
Q2 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-6.61K- 27.59% |
$270K - $295K
|
17.3K
$710K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.66K- 42.85% |
$272K - $297K
|
8.88K
$364K
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-7.08K- 9.09% |
$290K - $316K
|
70.7K
$2.9M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.65K- 2.13% |
$313K - $341K
|
352K
$14.4M
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.2K- 1.52% |
$376K - $410K
|
596K
$24.4M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10K- 12.48% |
$410K - $446K
|
70.2K
$2.88M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-11.1K- 18.71% |
$453K - $494K
|
48.1K
$1.97M
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-13.2K- 30.11% |
$539K - $587K
|
30.6K
$1.25M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-14.2K- 3.93% |
$580K - $633K
|
347K
$14.2M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-17.3K- 5.13% |
$709K - $772K
|
320K
$13.1M
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-22.5K- 4.4% |
$923K - $1.01M
|
490K
$20.1M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-27.2K- 89.45% |
$1.11M - $1.21M
|
3.21K
$131K
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-33.5K- 71.86% |
$1.37M - $1.49M
|
13.1K
$537K
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
SELL
|
- |
-46.7K- 68.07% |
$1.91M - $2.08M
|
21.9K
$897K
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-47.9K- 84.91% |
$1.96M - $2.14M
|
8.51K
$349K
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-52.4K- 97.2% |
$2.14M - $2.34M
|
1.51K
$61.8K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-56.3K- 59.49% |
$2.3M - $2.51M
|
38.3K
$1.57M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-57.3K- 7.78% |
$2.34M - $2.56M
|
679K
$27.8M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-102K- 42.76% |
$4.17M - $4.55M
|
137K
$5.59M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-102K- 36.67% |
$4.18M - $4.56M
|
177K
$7.23M
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-109K- 24.83% |
$4.45M - $4.85M
|
329K
$13.5M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-173K- 30.77% |
$7.07M - $7.71M
|
389K
$15.9M
|
|
Aug 08, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-5.82M- 98.38% |
$238M - $260M
|
96.1K
$3.94M
|