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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
367+ 2.77% |
$13.1K - $14.5K
|
13.6K
$541K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
703New |
$25K - $27.7K
|
703
$27.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-338- 5.12% |
$12K - $13.3K
|
6.26K
$249K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.53K+ 3.45% |
$54.3K - $60.1K
|
45.8K
$1.82M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
452+ 43.09% |
$16.1K - $17.8K
|
1.5K
$59.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-3.93K- 16.52% |
$140K - $155K
|
19.8K
$788K
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
8.82KNew |
$314K - $348K
|
8.82K
$351K
|
|
|
Apr 17, 2023
Q1 2023
|
Moller Financial Services
|
SELL
|
- |
-99- 1.44% |
$3.52K - $3.9K
|
6.79K
$270K
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
7KNew |
$249K - $276K
|
7K
$278K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
344New |
$12.2K - $13.6K
|
344
$13.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
200New |
$7.12K - $7.88K
|
200
$7.95K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
436+ 348.8% |
$15.5K - $17.2K
|
561
$22.3K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1New |
$35.6 - $39.4
|
1
$39.8
|
|
| Q4 2022 | |||||||
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-230- 27.71% |
$7.39K - $8.55K
|
600
$23.9K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
130New |
$4.18K - $4.83K
|
130
$5.17K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-535- 8.59% |
$17.2K - $19.9K
|
5.69K
$226K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
6+ 0.53% |
$193 - $223
|
1.14K
$45.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
80+ 67.23% |
$2.57K - $2.97K
|
199
$7.91K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
185KNew |
$5.93M - $6.86M
|
185K
$7.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
13+ 0.15% |
$418 - $483
|
8.92K
$354K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
489+ 0.64% |
$15.7K - $18.2K
|
76.6K
$3.04M
|
|
|
Feb 06, 2023
Q4 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-394- 58.2% |
$12.7K - $14.6K
|
283
$11.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
342New |
$11K - $12.7K
|
342
$13.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.12KNew |
$261K - $302K
|
8.12K
$323K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
625New |
$20.1K - $23.2K
|
625
$24.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
300New |
$9.64K - $11.1K
|
300
$11.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
191New |
$6.14K - $7.1K
|
191
$7.59K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.5KNew |
$80.4K - $92.9K
|
2.5K
$99.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 1.19% |
$32.1 - $37.2
|
85
$3.38K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
80.7KNew |
$2.59M - $3M
|
80.7K
$3.21M
|
|
|
Jan 18, 2023
Q4 2022
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-14.7K- 89.77% |
$473K - $547K
|
1.68K
$66.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-7.3K- 91.19% |
$235K - $271K
|
705
$28K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
337+ 571.19% |
$10.8K - $12.5K
|
396
$15.7K
|
|
| Q3 2022 | |||||||
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.75K- 88.85% |
$56.8K - $66.6K
|
220
$8.75K
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
6.2KNew |
$201K - $236K
|
6.2K
$246K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.51KNew |
$211K - $247K
|
6.51K
$259K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
5+ 8.2% |
$162 - $190
|
66
$2.62K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
122New |
$3.96K - $4.63K
|
122
$4.85K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
100New |
$3.24K - $3.8K
|
100
$3.98K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.44K+ 24.52% |
$112K - $131K
|
17.5K
$695K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.86K- 35.9% |
$158K - $185K
|
8.68K
$345K
|
|
|
Nov 07, 2022
Q3 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
5.09K+ 75.15% |
$165K - $193K
|
11.9K
$472K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 4.55% |
$32.4 - $38
|
23
$914
|
|
|
Oct 21, 2022
Q3 2022
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-23.9K- 67.51% |
$775K - $908K
|
11.5K
$457K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-512- 7.32% |
$16.6K - $19.5K
|
6.48K
$258K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-1.27K- 32.96% |
$41.1K - $48.1K
|
2.58K
$102K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
207New |
$6.71K - $7.86K
|
207
$8.23K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
9.29KNew |
$301K - $353K
|
9.29K
$369K
|
|
| Q2 2022 | |||||||
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-400Closed |
$14.8K - $18K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-43.5KClosed |
$1.61M - $1.95M
|
0
$0
|
|