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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
39KNew |
$1.45M - $1.56M
|
39K
$1.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
20.5KNew |
$764K - $823K
|
20.5K
$947K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
18.6K+ 265.14% |
$695K - $748K
|
25.7K
$1.19M
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
14.7KNew |
$547K - $589K
|
14.7K
$678K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.51KNew |
$355K - $382K
|
9.51K
$439K
|
|
|
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 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
5.52KNew |
$206K - $221K
|
5.52K
$255K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.94KNew |
$72.3K - $77.8K
|
1.94K
$89.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
567New |
$21.1K - $22.8K
|
567
$26.2K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
500+ 1.07% |
$18.7K - $20.1K
|
47.4K
$2.19M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
465New |
$17.3K - $18.7K
|
465
$21.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
245+ 4.63% |
$9.14K - $9.83K
|
5.54K
$256K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
100New |
$3.73K - $4.01K
|
100
$4.62K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
84+ 1.41% |
$3.13K - $3.37K
|
6.06K
$280K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
70New |
$2.61K - $2.81K
|
70
$3.23K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2+ 1.69% |
$74.6 - $80.3
|
120
$5.54K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
1New |
$37.3 - $40.1
|
1
$46.2
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.6KNew |
$1.16M - $1.28M
|
32.6K
$1.51M
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
8.82KNew |
$314K - $348K
|
8.82K
$407K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
8.44K+ 23.58% |
$300K - $333K
|
44.2K
$2.04M
|
|
|
May 02, 2023
Q1 2023
|
Mayport, LLC
|
BUY
|
- |
7.92KNew |
$282K - $312K
|
7.92K
$366K
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
7KNew |
$249K - $276K
|
7K
$323K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
2.83K+ 7457.89% |
$101K - $112K
|
2.87K
$133K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.53K+ 3.45% |
$54.3K - $60.1K
|
45.8K
$2.12M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1KNew |
$35.6K - $39.4K
|
1K
$46.2K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
452+ 43.09% |
$16.1K - $17.8K
|
1.5K
$69.3K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
436+ 348.8% |
$15.5K - $17.2K
|
561
$25.9K
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
367+ 2.77% |
$13.1K - $14.5K
|
13.6K
$628K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
344New |
$12.2K - $13.6K
|
344
$15.9K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
343New |
$12.2K - $13.5K
|
343
$15.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
200New |
$7.12K - $7.88K
|
200
$9.24K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
78New |
$2.78K - $3.07K
|
78
$3.6K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
7New |
$249 - $276
|
7
$323
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1New |
$35.6 - $39.4
|
1
$46.2
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
185KNew |
$5.93M - $6.86M
|
185K
$8.52M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
80.7KNew |
$2.59M - $3M
|
80.7K
$3.73M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.12KNew |
$261K - $302K
|
8.12K
$375K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.5KNew |
$80.4K - $92.9K
|
2.5K
$115K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
625New |
$20.1K - $23.2K
|
625
$28.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
489+ 0.64% |
$15.7K - $18.2K
|
76.6K
$3.54M
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
342New |
$11K - $12.7K
|
342
$15.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
337+ 571.19% |
$10.8K - $12.5K
|
396
$18.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
300New |
$9.64K - $11.1K
|
300
$13.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
191New |
$6.14K - $7.1K
|
191
$8.82K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
130New |
$4.18K - $4.83K
|
130
$6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
80+ 67.23% |
$2.57K - $2.97K
|
199
$9.19K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
13+ 0.15% |
$418 - $483
|
8.92K
$412K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
6+ 0.53% |
$193 - $223
|
1.14K
$52.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 1.19% |
$32.1 - $37.2
|
85
$3.93K
|
|