Purchases and Sales Made in Q1 2022 in Wisdomtree Tr Emerging Mkts Hi (DEM)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Hi (DEM) during Q1 2022. The information is specifically focused on institutions that hold shares of WISDOMTREE TR EMERGING MKTS HI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
9.17K+ 25.93% |
$372K - $435K
|
44.5K
$1.82M
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.95K+ 67.25% |
$364K - $425K
|
22.3K
$910K
|
|
Aug 15, 2022
Q1 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
8.94KNew |
$363K - $424K
|
8.94K
$365K
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
8.84KNew |
$359K - $420K
|
8.84K
$361K
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
8.33KNew |
$338K - $395K
|
8.33K
$340K
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.1KNew |
$329K - $385K
|
8.1K
$331K
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.74KNew |
$314K - $367K
|
7.74K
$316K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.6K+ 3.32% |
$309K - $361K
|
237K
$9.67M
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.26KNew |
$295K - $344K
|
7.26K
$296K
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.16K+ 68.25% |
$291K - $340K
|
17.7K
$721K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
7.11K+ 0.76% |
$289K - $338K
|
941K
$38.5M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.6K+ 9.44% |
$268K - $313K
|
76.4K
$3.12M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
6.34KNew |
$257K - $301K
|
6.34K
$259K
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6.32KNew |
$257K - $300K
|
6.32K
$258K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.2K+ 11.12% |
$252K - $294K
|
61.9K
$2.53M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.95K+ 11.11% |
$242K - $282K
|
59.5K
$2.43M
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
5.87K+ 20.23% |
$238K - $278K
|
34.9K
$1.42M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.74KNew |
$233K - $272K
|
5.74K
$234K
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.48K+ 12.2% |
$222K - $260K
|
50.4K
$2.06M
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
5.31K+ 41.45% |
$215K - $252K
|
18.1K
$740K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.25KNew |
$213K - $249K
|
5.25K
$214K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.91K+ 22.34% |
$200K - $233K
|
26.9K
$1.1M
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
4.61K+ 60.05% |
$187K - $219K
|
12.3K
$502K
|
|
Apr 28, 2022
Q1 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
4.31K+ 69.33% |
$175K - $205K
|
10.5K
$431K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.27K+ 73.46% |
$174K - $203K
|
10.1K
$412K
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
4.26K+ 2.19% |
$173K - $202K
|
199K
$8.13M
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4.1K+ 10.94% |
$166K - $195K
|
41.6K
$1.7M
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.92K+ 8.36% |
$159K - $186K
|
50.8K
$2.08M
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.38K+ 28.77% |
$137K - $160K
|
15.1K
$618K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
3.02K+ 32.13% |
$123K - $143K
|
12.4K
$508K
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.51K+ 8.46% |
$102K - $119K
|
32.2K
$1.32M
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.44KNew |
$99.1K - $116K
|
2.44K
$99.7K
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.16K+ 127.21% |
$87.5K - $102K
|
3.85K
$157K
|
|
May 03, 2022
Q1 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2K+ 16.6% |
$81.2K - $94.9K
|
14K
$574K
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.96K+ 27.69% |
$79.4K - $92.8K
|
9.02K
$368K
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.71K+ 3.93% |
$69.5K - $81.3K
|
45.3K
$1.85M
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.64K+ 13.6% |
$66.7K - $77.9K
|
13.7K
$560K
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
BUY
|
- |
1.52K+ 12.96% |
$61.7K - $72.2K
|
13.3K
$541K
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
BUY
|
- |
1.52K+ 2.37% |
$61.5K - $71.9K
|
65.3K
$2.67M
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.4K+ 2.74% |
$56.9K - $66.5K
|
52.6K
$2.15M
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.38K+ 12.57% |
$56.1K - $65.6K
|
12.4K
$505K
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
BUY
|
- |
1.24K+ 3.15% |
$50.4K - $58.9K
|
40.6K
$1.66M
|
|
Apr 18, 2022
Q1 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.16K+ 15.01% |
$47.2K - $55.2K
|
8.9K
$364K
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.05K+ 22.23% |
$42.7K - $49.8K
|
5.77K
$236K
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
969+ 11.31% |
$39.4K - $46K
|
9.53K
$390K
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
759New |
$30.8K - $36K
|
759
$31K
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
710+ 7.6% |
$28.8K - $33.7K
|
10.1K
$411K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
708+ 6.46% |
$28.8K - $33.6K
|
11.7K
$477K
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
680New |
$27.6K - $32.3K
|
680
$27.8K
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
629New |
$25.5K - $29.9K
|
629
$25.7K
|