Purchases and Sales Made in Q4 2023 in Wisdomtree Tr Emerging Mkts Hi (DEM)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Hi (DEM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
6.73KNew |
$245K - $274K
|
6.73K
$279K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.35KNew |
$231K - $259K
|
6.35K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.84K+ 14.94% |
$212K - $238K
|
44.9K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.5KNew |
$200K - $224K
|
5.5K
$228K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.33KNew |
$194K - $217K
|
5.33K
$221K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.06KNew |
$184K - $206K
|
5.06K
$210K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.04K+ 3.79% |
$183K - $205K
|
138K
$5.71M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.43K+ 5.81% |
$161K - $180K
|
80.7K
$3.34M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.29K+ 27.96% |
$156K - $174K
|
19.6K
$812K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
4.01K+ 256.27% |
$146K - $163K
|
5.57K
$231K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
3.87KNew |
$141K - $158K
|
3.87K
$160K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.67K+ 3.04% |
$134K - $149K
|
125K
$5.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
3.59K+ 14.16% |
$131K - $146K
|
29K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
3.37K+ 2.72% |
$122K - $137K
|
127K
$5.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.3K+ 11.12% |
$120K - $134K
|
33K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.25K+ 3.32% |
$118K - $132K
|
101K
$4.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.08K+ 21.58% |
$112K - $125K
|
17.3K
$718K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.06K+ 1.54% |
$111K - $125K
|
201K
$8.33M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.69K+ 20.98% |
$97.9K - $110K
|
15.5K
$643K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.69K+ 7.71% |
$97.8K - $110K
|
37.6K
$1.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2.3K+ 18.99% |
$83.6K - $93.6K
|
14.4K
$596K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
2.2K+ 6.81% |
$80K - $89.6K
|
34.5K
$1.43M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.09K+ 4.4% |
$76.1K - $85.2K
|
49.7K
$2.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
2.06K+ 16.27% |
$74.9K - $83.8K
|
14.7K
$609K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2K+ 3.47% |
$72.8K - $81.5K
|
59.8K
$2.47M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2K+ 41.39% |
$72.8K - $81.5K
|
6.84K
$283K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
1.82K+ 2.38% |
$66.2K - $74.1K
|
78.2K
$3.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.78K+ 30.7% |
$64.8K - $72.5K
|
7.58K
$314K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 59.69% |
$59.3K - $66.4K
|
4.37K
$181K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.62K+ 4.56% |
$59K - $66.1K
|
37.2K
$1.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.62K+ 6.82% |
$58.9K - $65.9K
|
25.4K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.6K+ 4.07% |
$58.2K - $65.1K
|
40.9K
$1.69M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.58K+ 11.55% |
$57.3K - $64.1K
|
15.2K
$630K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.17K+ 21.08% |
$42.6K - $47.7K
|
6.73K
$278K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.11K+ 11.75% |
$40.4K - $45.2K
|
10.6K
$437K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.02KNew |
$37.2K - $41.7K
|
1.02K
$42.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
843+ 1.58% |
$30.7K - $34.3K
|
54.3K
$2.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
813+ 13.64% |
$29.6K - $33.1K
|
6.77K
$280K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
810+ 3.44% |
$29.5K - $33K
|
24.4K
$1.01M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
804+ 2.48% |
$29.2K - $32.7K
|
33.2K
$1.38M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
756+ 13.47% |
$27.5K - $30.8K
|
6.37K
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
740+ 0.65% |
$26.9K - $30.1K
|
114K
$4.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
717+ 1.69% |
$26.1K - $29.2K
|
43.2K
$1.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
712New |
$25.9K - $29K
|
712
$29.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
682+ 4.91% |
$24.8K - $27.8K
|
14.6K
$603K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
606+ 7.93% |
$22K - $24.7K
|
8.25K
$341K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
529+ 1.3% |
$19.2K - $21.5K
|
41.1K
$1.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
528+ 11.63% |
$19.2K - $21.5K
|
5.07K
$210K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
510New |
$18.5K - $20.8K
|
510
$21.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
485+ 4.83% |
$17.6K - $19.7K
|
10.5K
$435K
|