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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
100New |
$3.64K - $4.07K
|
100
$4.62K
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
18+ 0.23% |
$654 - $733
|
7.86K
$363K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
170+ 1.89% |
$6.18K - $6.92K
|
9.17K
$424K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-202- 16.54% |
$7.34K - $8.22K
|
1.02K
$47.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-350- 6.53% |
$12.7K - $14.2K
|
5.01K
$231K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-608- 99.84% |
$22.1K - $24.7K
|
1
$46.2
|
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-28.5K- 51.04% |
$1.04M - $1.16M
|
27.4K
$1.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
160New |
$5.82K - $6.51K
|
160
$7.39K
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
10.1KNew |
$369K - $413K
|
10.1K
$468K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
65New |
$2.36K - $2.65K
|
65
$3K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.94K- 3.22% |
$107K - $120K
|
88.5K
$4.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-6.12K- 91.07% |
$223K - $249K
|
600
$27.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
7.55KNew |
$274K - $307K
|
7.55K
$349K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-1.5K- 48.39% |
$54.5K - $61.1K
|
1.6K
$73.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
756+ 13.47% |
$27.5K - $30.8K
|
6.37K
$294K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
9.5K+ 2.44% |
$345K - $387K
|
398K
$18.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.02KNew |
$37.2K - $41.7K
|
1.02K
$47.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.62% |
$109 - $122
|
489
$22.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
134KNew |
$4.87M - $5.46M
|
134K
$6.19M
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
720New |
$26.8K - $29.4K
|
720
$33.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.2K+ 15.11% |
$44.8K - $49.1K
|
9.16K
$423K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-375- 2.04% |
$14K - $15.3K
|
18K
$830K
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
29.8KNew |
$1.11M - $1.22M
|
29.8K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-358Closed |
$13.3K - $14.6K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-5- 3.57% |
$186 - $204
|
135
$6.24K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
140KNew |
$5.22M - $5.72M
|
140K
$6.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
445+ 1.81% |
$16.6K - $18.2K
|
25K
$1.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-83- 6.23% |
$3.09K - $3.39K
|
1.25K
$57.7K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.08K+ 0.43% |
$77.6K - $85.1K
|
482K
$22.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
30KNew |
$1.12M - $1.22M
|
30K
$1.39M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
PUT |
100New |
$3.72K - $4.08K
|
100
$4.62K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-6.55K- 24.07% |
$244K - $267K
|
20.6K
$954K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 0.6% |
$74.5 - $81.7
|
337
$15.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-292- 5.2% |
$10.9K - $11.9K
|
5.33K
$246K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.81KNew |
$67.2K - $73.7K
|
1.81K
$83.4K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
20.5KNew |
$764K - $823K
|
20.5K
$947K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
100New |
$3.73K - $4.01K
|
100
$4.62K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
500+ 1.07% |
$18.7K - $20.1K
|
47.4K
$2.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-7.72K- 2.54% |
$288K - $310K
|
296K
$13.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.51KNew |
$355K - $382K
|
9.51K
$439K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
84+ 1.41% |
$3.13K - $3.37K
|
6.06K
$280K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-400- 16.39% |
$14.9K - $16.1K
|
2.04K
$94.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
5.52KNew |
$206K - $221K
|
5.52K
$255K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
70New |
$2.61K - $2.81K
|
70
$3.23K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.94KNew |
$72.3K - $77.8K
|
1.94K
$89.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
9.05KNew |
$338K - $363K
|
9.05K
$418K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.45KNew |
$278K - $299K
|
7.45K
$344K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2+ 1.69% |
$74.6 - $80.3
|
120
$5.54K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-990- 83.19% |
$36.9K - $39.7K
|
200
$9.24K
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
567New |
$21.1K - $22.8K
|
567
$26.2K
|
|