Purchases and Sales Made in Q4 2021 in Wisdomtree Tr Emerging Mkts Hi (DEM)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Hi (DEM) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
594K+ 17.2% |
$24.8M - $26.8M
|
4.05M
$167M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
234K+ 165.56% |
$9.77M - $10.6M
|
376K
$15.5M
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
111K+ 34.67% |
$4.63M - $5.01M
|
432K
$17.8M
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
75.8K+ 3.67% |
$3.16M - $3.42M
|
2.14M
$88.7M
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
63.8KNew |
$2.66M - $2.88M
|
63.8K
$2.64M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.5K+ 10.54% |
$2.61M - $2.82M
|
656K
$27.1M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
55.8K+ 363.45% |
$2.33M - $2.52M
|
71.2K
$2.94M
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
53.9K+ 42792.06% |
$2.25M - $2.43M
|
54K
$2.24M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
42.3K+ 66.65% |
$1.76M - $1.91M
|
106K
$4.38M
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
37.6K+ 6.8% |
$1.57M - $1.7M
|
591K
$24.4M
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
29K+ 459.73% |
$1.21M - $1.31M
|
35.4K
$1.46M
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
28.9K+ 29.92% |
$1.21M - $1.3M
|
126K
$5.19M
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
27.8K+ 14.01% |
$1.16M - $1.25M
|
226K
$9.36M
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
26.8K+ 7.17% |
$1.12M - $1.21M
|
401K
$16.6M
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
23.2KNew |
$967K - $1.05M
|
23.2K
$959K
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18.7KNew |
$780K - $843K
|
18.7K
$774K
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16.4K+ 7.71% |
$683K - $738K
|
229K
$9.47M
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
16.3K+ 36.44% |
$681K - $736K
|
61.1K
$2.53M
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
14.7KNew |
$614K - $664K
|
14.7K
$609K
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
14.3KNew |
$598K - $646K
|
14.3K
$593K
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.7KNew |
$570K - $616K
|
13.7K
$565K
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.3KNew |
$555K - $600K
|
13.3K
$551K
|
|
Feb 02, 2022
Q4 2021
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
12.5KNew |
$522K - $564K
|
12.5K
$517K
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
12.5KNew |
$520K - $563K
|
12.5K
$516K
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.2KNew |
$425K - $460K
|
10.2K
$422K
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.2K+ 2.55% |
$384K - $415K
|
370K
$15.3M
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
8.54K+ 4.12% |
$356K - $385K
|
216K
$8.94M
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
8.35K+ 313.44% |
$348K - $376K
|
11K
$455K
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
8.01KNew |
$334K - $361K
|
8.01K
$331K
|
|
Feb 09, 2022
Q4 2021
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
7.74KNew |
$323K - $349K
|
7.74K
$320K
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
7.68K+ 2621.84% |
$320K - $346K
|
7.98K
$330K
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
7.68KNew |
$320K - $346K
|
7.68K
$318K
|
|
Feb 11, 2022
Q4 2021
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
7.47K+ 3.58% |
$311K - $337K
|
216K
$8.93M
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
7.15KNew |
$298K - $323K
|
7.15K
$296K
|
|
Jan 19, 2022
Q4 2021
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
7.02KNew |
$293K - $317K
|
7.02K
$290K
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.88K+ 8.22% |
$245K - $265K
|
77.4K
$3.2M
|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
5.72K+ 11.45% |
$238K - $258K
|
55.6K
$2.3M
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.67KNew |
$236K - $256K
|
5.67K
$234K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
5.35KNew |
$223K - $241K
|
5.35K
$221K
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
5.35K+ 13.35% |
$223K - $241K
|
45.4K
$1.88M
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.84KNew |
$202K - $218K
|
4.84K
$200K
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.82KNew |
$201K - $217K
|
4.82K
$199K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.78K+ 7.34% |
$199K - $215K
|
69.8K
$2.89M
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
4.78K+ 59.5% |
$199K - $215K
|
12.8K
$529K
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.72KNew |
$197K - $213K
|
4.72K
$195K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.54K+ 8.87% |
$189K - $205K
|
55.7K
$2.31M
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.52K+ 9.22% |
$189K - $204K
|
53.5K
$2.21M
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
4.13KNew |
$172K - $186K
|
4.13K
$171K
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.03K+ 3.11% |
$168K - $182K
|
134K
$5.54M
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.71KNew |
$155K - $167K
|
3.71K
$154K
|