Purchases and Sales Made in Q4 2024 in Wisdomtree Tr Emerging Mkts Hi (DEM)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Hi (DEM) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 0.04% |
$80.8 - $90.2
|
4.86K
$205K
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.44% |
$80.8 - $90.2
|
459
$19.4K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.3% |
$40.4 - $45.1
|
339
$14.3K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2- 0.04% |
$80.8 - $90.2
|
4.78K
$202K
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4- 0.05% |
$162 - $180
|
7.3K
$309K
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-4- 5.13% |
$162 - $180
|
74
$3.13K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6- 1.02% |
$242 - $271
|
580
$24.5K
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-10- 3.69% |
$404 - $451
|
261
$11K
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-12- 0.14% |
$485 - $541
|
8.45K
$357K
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-28- 0.29% |
$1.13K - $1.26K
|
9.79K
$414K
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-33- 0.42% |
$1.33K - $1.49K
|
7.86K
$333K
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-35- 0.19% |
$1.41K - $1.58K
|
18.8K
$795K
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-70Closed |
$2.83K - $3.16K
|
0
$0
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-73- 1.07% |
$2.95K - $3.29K
|
6.78K
$287K
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-84- 1.36% |
$3.39K - $3.79K
|
6.1K
$258K
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-110- 61.11% |
$4.45K - $4.96K
|
70
$2.96K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-150- 6.52% |
$6.06K - $6.77K
|
2.15K
$91K
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-151- 84.36% |
$6.1K - $6.81K
|
28
$1.18K
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-153- 30.0% |
$6.18K - $6.9K
|
357
$15.1K
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-160- 0.43% |
$6.47K - $7.22K
|
36.7K
$1.55M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-181- 4.67% |
$7.31K - $8.17K
|
3.69K
$156K
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-198- 0.55% |
$8K - $8.93K
|
36.1K
$1.53M
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-206- 2.62% |
$8.32K - $9.29K
|
7.67K
$324K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-220- 67.07% |
$8.89K - $9.93K
|
108
$4.57K
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
SELL
|
- |
-224- 0.56% |
$9.05K - $10.1K
|
39.9K
$1.69M
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-238- 18.9% |
$9.62K - $10.7K
|
1.02K
$43.2K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-275- 15.24% |
$11.1K - $12.4K
|
1.53K
$64.7K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-279- 38.91% |
$11.3K - $12.6K
|
438
$18.5K
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-280- 3.2% |
$11.3K - $12.6K
|
8.47K
$358K
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-288- 13.95% |
$11.6K - $13K
|
1.78K
$75.1K
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-294- 5.25% |
$11.9K - $13.3K
|
5.31K
$225K
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-325- 0.88% |
$13.1K - $14.7K
|
36.6K
$1.55M
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-331- 15.11% |
$13.4K - $14.9K
|
1.86K
$78.7K
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-345- 3.27% |
$13.9K - $15.6K
|
10.2K
$432K
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-350- 4.12% |
$14.1K - $15.8K
|
8.14K
$344K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-368- 4.99% |
$14.9K - $16.6K
|
7K
$296K
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-404- 1.22% |
$16.3K - $18.2K
|
32.7K
$1.38M
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-405- 1.09% |
$16.4K - $18.3K
|
36.7K
$1.55M
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-406- 6.83% |
$16.4K - $18.3K
|
5.54K
$234K
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-438- 2.08% |
$17.7K - $19.8K
|
20.6K
$872K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-495- 4.28% |
$20K - $22.3K
|
11.1K
$468K
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-610- 4.99% |
$24.7K - $27.5K
|
11.6K
$491K
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-623- 1.56% |
$25.2K - $28.1K
|
39.4K
$1.66M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-635- 7.34% |
$25.7K - $28.7K
|
8.01K
$339K
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-636- 4.56% |
$25.7K - $28.7K
|
13.3K
$563K
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-666- 13.77% |
$26.9K - $30K
|
4.17K
$176K
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-675- 8.36% |
$27.3K - $30.5K
|
7.4K
$313K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-729- 13.07% |
$29.5K - $32.9K
|
4.85K
$205K
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-800- 0.3% |
$32.3K - $36.1K
|
268K
$11.3M
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-861- 14.02% |
$34.8K - $38.8K
|
5.28K
$223K
|