Latest Institutional Transactions on Wisdomtree Tr Emerging Mkts Hi (DEM)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Emerging Mkts Hi (DEM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
5.59KNew |
$226K - $254K
|
5.59K
$228K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
270+ 31.76% |
$10.9K - $12.3K
|
1.12K
$45.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.2K+ 1.54% |
$372K - $417K
|
605K
$24.7M
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-111- 1.43% |
$4.49K - $5.04K
|
7.63K
$312K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
844+ 5.53% |
$34.2K - $38.3K
|
16.1K
$658K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.16K- 11.73% |
$47K - $52.7K
|
8.75K
$357K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.9K+ 0.78% |
$685K - $768K
|
2.17M
$88.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-562- 3.43% |
$22.7K - $25.5K
|
15.8K
$646K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
550New |
$22.3K - $25K
|
550
$22.5K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.98KNew |
$80.3K - $90.1K
|
1.98K
$81.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
15New |
$607 - $681
|
15
$613
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
59+ 0.48% |
$2.39K - $2.68K
|
12.2K
$500K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 2.42% |
$121 - $136
|
127
$5.19K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
11+ 0.15% |
$445 - $499
|
7.37K
$301K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
14+ 0.22% |
$567 - $635
|
6.43K
$263K
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-491- 1.5% |
$19.9K - $22.3K
|
32.2K
$1.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
771+ 2.77% |
$31.2K - $35K
|
28.6K
$1.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
165K+ 396.02% |
$6.67M - $7.48M
|
206K
$8.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
460New |
$18.6K - $20.9K
|
460
$18.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
243+ 2.6% |
$9.84K - $11K
|
9.58K
$391K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
17.2K+ 63.36% |
$695K - $779K
|
44.3K
$1.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4+ 0.02% |
$162 - $182
|
16.2K
$660K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.37K- 1.15% |
$136K - $153K
|
290K
$11.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.56K+ 1.24% |
$185K - $207K
|
374K
$15.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-5.11K- 29.46% |
$207K - $232K
|
12.2K
$500K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
153+ 42.86% |
$6.19K - $6.94K
|
510
$20.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
133K+ 10.34% |
$5.4M - $6.05M
|
1.42M
$58.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
40KNew |
$1.62M - $1.81M
|
40K
$1.63M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-522- 4.6% |
$21.1K - $23.7K
|
10.8K
$442K
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
27.6KNew |
$1.12M - $1.25M
|
27.6K
$1.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8+ 2.42% |
$324 - $363
|
338
$13.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
209+ 11.8% |
$8.46K - $9.49K
|
1.98K
$80.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-60.3K- 30.05% |
$2.44M - $2.74M
|
140K
$5.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-315- 1.88% |
$12.8K - $14.3K
|
16.4K
$671K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
591+ 3.21% |
$23.9K - $26.8K
|
19K
$777K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
264New |
$10.7K - $12K
|
264
$10.8K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
122+ 0.48% |
$4.94K - $5.54K
|
25.6K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.78KNew |
$274K - $308K
|
6.78K
$277K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-741- 23.13% |
$30K - $33.6K
|
2.46K
$101K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
20New |
$810 - $908
|
20
$817
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-234- 2.25% |
$9.47K - $10.6K
|
10.2K
$415K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-611- 4.7% |
$24.7K - $27.7K
|
12.4K
$506K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
616+ 13.11% |
$24.9K - $28K
|
5.31K
$217K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-16- 0.18% |
$648 - $726
|
8.86K
$362K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-13.4K- 3.45% |
$543K - $609K
|
375K
$15.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
14.7K+ 8.8% |
$596K - $668K
|
182K
$7.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2+ 0.04% |
$81 - $90.8
|
5.36K
$219K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-850- 7.89% |
$34.4K - $38.6K
|
9.92K
$405K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
12.3K+ 92.82% |
$500K - $560K
|
25.6K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-45- 0.32% |
$1.82K - $2.04K
|
14K
$570K
|