Latest Institutional Purchases of Wisdomtree Tr Emerging Mkts Hi (DEM)
This list provides information on the latest institutional transactions involving Wisdomtree Tr Emerging Mkts Hi (DEM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.65KNew |
$140K - $156K
|
3.65K
$163K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.2K+ 2.18% |
$84.6K - $93.9K
|
103K
$4.61M
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.19K+ 9.01% |
$45.6K - $50.6K
|
14.4K
$642K
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
800New |
$30.7K - $34.1K
|
800
$35.8K
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
800New |
$30.7K - $34.1K
|
800
$35.8K
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
574New |
$22K - $24.5K
|
574
$25.7K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
328New |
$12.6K - $14K
|
328
$14.7K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
303+ 16.8% |
$11.6K - $12.9K
|
2.11K
$94.3K
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
253+ 6.53% |
$9.71K - $10.8K
|
4.13K
$185K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
200+ 7.14% |
$7.68K - $8.53K
|
3K
$134K
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
55New |
$2.11K - $2.34K
|
55
$2.46K
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
53+ 0.93% |
$2.03K - $2.26K
|
5.76K
$258K
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.09% |
$192 - $213
|
5.34K
$239K
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
134KNew |
$4.87M - $5.46M
|
134K
$6M
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.2KNew |
$771K - $863K
|
21.2K
$949K
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.1KNew |
$586K - $656K
|
16.1K
$721K
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
16KNew |
$582K - $651K
|
16K
$716K
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
15KNew |
$544K - $608K
|
15K
$669K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
14KNew |
$509K - $570K
|
14K
$627K
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
10.1KNew |
$369K - $413K
|
10.1K
$454K
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
9.5K+ 2.44% |
$345K - $387K
|
398K
$17.8M
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
7.55KNew |
$274K - $307K
|
7.55K
$338K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.02KNew |
$37.2K - $41.7K
|
1.02K
$45.8K
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
756+ 13.47% |
$27.5K - $30.8K
|
6.37K
$285K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
357New |
$13K - $14.5K
|
357
$16K
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
170+ 1.89% |
$6.18K - $6.92K
|
9.17K
$410K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
160New |
$5.82K - $6.51K
|
160
$7.16K
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
105New |
$3.82K - $4.27K
|
105
$4.7K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
100New |
$3.64K - $4.07K
|
100
$4.48K
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
65New |
$2.36K - $2.65K
|
65
$2.91K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
28New |
$1.02K - $1.14K
|
28
$1.25K
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
18+ 0.23% |
$654 - $733
|
7.86K
$352K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
14+ 0.18% |
$509 - $570
|
7.64K
$342K
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.62% |
$109 - $122
|
489
$21.9K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
140KNew |
$5.22M - $5.72M
|
140K
$6.27M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
42.7KNew |
$1.59M - $1.74M
|
42.7K
$1.91M
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
30KNew |
$1.12M - $1.22M
|
30K
$1.34M
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
29.8KNew |
$1.11M - $1.22M
|
29.8K
$1.33M
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
8.33KNew |
$310K - $340K
|
8.33K
$373K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.08K+ 0.43% |
$77.6K - $85.1K
|
482K
$21.6M
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.81KNew |
$67.2K - $73.7K
|
1.81K
$80.8K
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.2K+ 15.11% |
$44.8K - $49.1K
|
9.16K
$410K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
720New |
$26.8K - $29.4K
|
720
$32.2K
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
445+ 1.81% |
$16.6K - $18.2K
|
25K
$1.12M
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
PUT |
100New |
$3.72K - $4.08K
|
100
$4.48K
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
14New |
$521 - $572
|
14
$627
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 0.6% |
$74.5 - $81.7
|
337
$15.1K
|
|
Q2 2023 | |||||||
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
39KNew |
$1.45M - $1.56M
|
39K
$1.74M
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
20.5KNew |
$764K - $823K
|
20.5K
$917K
|