Purchases and Sales Made in Q3 2024 in Wisdomtree Tr Emerging Mkts Hi (DEM)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Hi (DEM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
93.9K+ 17.24% |
$3.8M - $4.26M
|
639K
$27M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
47.5K+ 58.46% |
$1.92M - $2.16M
|
129K
$5.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
41.6KNew |
$1.69M - $1.89M
|
41.6K
$1.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
26K+ 25.2% |
$1.05M - $1.18M
|
129K
$5.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.4K+ 7.29% |
$946K - $1.06M
|
344K
$14.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
14.7K+ 8.8% |
$596K - $668K
|
182K
$7.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
12.3K+ 92.82% |
$500K - $560K
|
25.6K
$1.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11KNew |
$446K - $500K
|
11K
$466K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
10.5K+ 9.93% |
$426K - $477K
|
116K
$4.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
8.65KNew |
$350K - $393K
|
8.65K
$366K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
8.11K+ 4.38% |
$328K - $368K
|
193K
$8.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.86K+ 3.11% |
$318K - $357K
|
260K
$11M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.78KNew |
$274K - $308K
|
6.78K
$287K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6KNew |
$243K - $272K
|
6K
$254K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
5.34K+ 319.04% |
$216K - $243K
|
7.02K
$297K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
5.28K+ 35.06% |
$214K - $240K
|
20.3K
$861K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.64KNew |
$188K - $210K
|
4.64K
$196K
|
|
|
Oct 22, 2024
Q3 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
4.22K+ 4.39% |
$171K - $192K
|
100K
$4.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.87K+ 3.42% |
$157K - $176K
|
117K
$4.96M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.74K+ 63.99% |
$151K - $170K
|
9.57K
$405K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.05K+ 0.87% |
$124K - $139K
|
355K
$15M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.41K+ 6.5% |
$97.4K - $109K
|
39.5K
$1.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
2.29K+ 40.98% |
$92.9K - $104K
|
7.89K
$334K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.15K+ 22.47% |
$86.9K - $97.4K
|
11.7K
$495K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.08K+ 5.45% |
$84.1K - $94.3K
|
40.2K
$1.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2K+ 6.96% |
$80.9K - $90.7K
|
30.7K
$1.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.84K+ 9.57% |
$74.5K - $83.5K
|
21.1K
$891K
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.68KNew |
$67.8K - $76K
|
1.68K
$70.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.16K+ 0.76% |
$47.1K - $52.8K
|
154K
$6.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
978+ 20.01% |
$39.6K - $44.4K
|
5.87K
$248K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
926+ 5.17% |
$37.5K - $42K
|
18.8K
$797K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
846+ 3.02% |
$34.2K - $38.4K
|
28.8K
$1.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
789+ 4.59% |
$31.9K - $35.8K
|
18K
$761K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
767+ 2.11% |
$31K - $34.8K
|
37.1K
$1.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
616+ 13.11% |
$24.9K - $28K
|
5.31K
$225K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
591+ 3.21% |
$23.9K - $26.8K
|
19K
$805K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
586+ 1.09% |
$23.7K - $26.6K
|
54.3K
$2.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
552+ 1.52% |
$22.3K - $25.1K
|
36.9K
$1.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
543+ 3.78% |
$22K - $24.6K
|
14.9K
$630K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
447+ 6.52% |
$18.1K - $20.3K
|
7.3K
$309K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
376+ 4.8% |
$15.2K - $17.1K
|
8.22K
$348K
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
291+ 0.5% |
$11.8K - $13.2K
|
58.9K
$2.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
264New |
$10.7K - $12K
|
264
$11.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
250+ 2.45% |
$10.1K - $11.3K
|
10.5K
$442K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
181+ 2.01% |
$7.33K - $8.22K
|
9.17K
$388K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
122+ 0.48% |
$4.94K - $5.54K
|
25.6K
$1.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
117+ 1.94% |
$4.74K - $5.31K
|
6.14K
$260K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
115+ 0.3% |
$4.66K - $5.22K
|
38.3K
$1.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
111+ 2.03% |
$4.49K - $5.04K
|
5.58K
$236K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
104+ 3.1% |
$4.21K - $4.72K
|
3.46K
$146K
|