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 |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.94KNew |
$72.3K - $77.8K
|
1.94K
$86.8K
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
70New |
$2.61K - $2.81K
|
70
$3.13K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-15- 0.22% |
$560 - $602
|
6.78K
$303K
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
9.05KNew |
$338K - $363K
|
9.05K
$405K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2+ 1.69% |
$74.6 - $80.3
|
120
$5.37K
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.45KNew |
$278K - $299K
|
7.45K
$333K
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-990- 83.19% |
$36.9K - $39.7K
|
200
$8.95K
|
|
Jul 20, 2023
Q2 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
245+ 4.63% |
$9.14K - $9.83K
|
5.54K
$248K
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
567New |
$21.1K - $22.8K
|
567
$25.4K
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
1New |
$37.3 - $40.1
|
1
$44.8
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
465New |
$17.3K - $18.7K
|
465
$20.8K
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
14.7KNew |
$547K - $589K
|
14.7K
$657K
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-860- 1.23% |
$32.1K - $34.5K
|
68.9K
$3.08M
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-258- 12.01% |
$9.62K - $10.4K
|
1.89K
$84.6K
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
18.6K+ 265.14% |
$695K - $748K
|
25.7K
$1.15M
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-425- 27.04% |
$15.9K - $17.1K
|
1.15K
$51.3K
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
39KNew |
$1.45M - $1.56M
|
39K
$1.74M
|
|
Q1 2023 | |||||||
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-164Closed |
$5.84K - $6.46K
|
0
$0
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
2.83K+ 7457.89% |
$101K - $112K
|
2.87K
$129K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1KNew |
$35.6K - $39.4K
|
1K
$44.8K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.6KNew |
$1.16M - $1.28M
|
32.6K
$1.46M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
986+ 29.09% |
$35.1K - $38.8K
|
4.38K
$196K
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
8.44K+ 23.58% |
$300K - $333K
|
44.2K
$1.98M
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-5.8K- 72.36% |
$206K - $229K
|
2.22K
$99.2K
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
7New |
$249 - $276
|
7
$313
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
78New |
$2.78K - $3.07K
|
78
$3.49K
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
343New |
$12.2K - $13.5K
|
343
$15.3K
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
367+ 2.77% |
$13.1K - $14.5K
|
13.6K
$609K
|
|
May 02, 2023
Q1 2023
|
Mayport, LLC
|
BUY
|
- |
7.92KNew |
$282K - $312K
|
7.92K
$354K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
703New |
$25K - $27.7K
|
703
$31.5K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-338- 5.12% |
$12K - $13.3K
|
6.26K
$280K
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.53K+ 3.45% |
$54.3K - $60.1K
|
45.8K
$2.05M
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
452+ 43.09% |
$16.1K - $17.8K
|
1.5K
$67.2K
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-3.93K- 16.52% |
$140K - $155K
|
19.8K
$887K
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
8.82KNew |
$314K - $348K
|
8.82K
$395K
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
7KNew |
$249K - $276K
|
7K
$313K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
344New |
$12.2K - $13.6K
|
344
$15.4K
|
|
Apr 17, 2023
Q1 2023
|
Moller Financial Services
|
SELL
|
- |
-99- 1.44% |
$3.52K - $3.9K
|
6.79K
$304K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
200New |
$7.12K - $7.88K
|
200
$8.95K
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
436+ 348.8% |
$15.5K - $17.2K
|
561
$25.1K
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1New |
$35.6 - $39.4
|
1
$44.8
|
|
Q4 2022 | |||||||
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-230- 27.71% |
$7.39K - $8.55K
|
600
$26.9K
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
130New |
$4.18K - $4.83K
|
130
$5.82K
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
6+ 0.53% |
$193 - $223
|
1.14K
$51K
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
80+ 67.23% |
$2.57K - $2.97K
|
199
$8.91K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
185KNew |
$5.93M - $6.86M
|
185K
$8.26M
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-535- 8.59% |
$17.2K - $19.9K
|
5.69K
$255K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
13+ 0.15% |
$418 - $483
|
8.92K
$399K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
489+ 0.64% |
$15.7K - $18.2K
|
76.6K
$3.43M
|
|
Feb 06, 2023
Q4 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-394- 58.2% |
$12.7K - $14.6K
|
283
$12.7K
|