Purchases and Sales Made in Q1 2023 in Wisdomtree Tr Emerging Mkts Hi (DEM)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Hi (DEM) during Q1 2023. 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 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
16.8K+ 5.87% |
$598K - $662K
|
303K
$12.4M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.1K+ 21.95% |
$536K - $593K
|
83.6K
$3.42M
|
|
May 12, 2023
Q1 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
14.6K+ 14.3% |
$520K - $576K
|
117K
$4.77M
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
13.5K+ 324.48% |
$479K - $530K
|
17.6K
$719K
|
|
May 15, 2023
Q1 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
12.7K+ 6.29% |
$451K - $499K
|
214K
$8.75M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.1K+ 75.22% |
$432K - $478K
|
28.3K
$1.16M
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
11.5KNew |
$408K - $452K
|
11.5K
$468K
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
10.8KNew |
$383K - $424K
|
10.8K
$440K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.2K+ 9.22% |
$363K - $402K
|
121K
$4.94M
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
8.82KNew |
$314K - $348K
|
8.82K
$360K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.76K+ 44.49% |
$312K - $345K
|
28.4K
$1.16M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.61K+ 11.65% |
$306K - $339K
|
82.5K
$3.37M
|
|
May 12, 2023
Q1 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
8.55KNew |
$304K - $337K
|
8.55K
$349K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.47K+ 142.9% |
$301K - $334K
|
14.4K
$588K
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
8.44K+ 23.58% |
$300K - $333K
|
44.2K
$1.81M
|
|
May 02, 2023
Q1 2023
|
Mayport, LLC
|
BUY
|
- |
7.92KNew |
$282K - $312K
|
7.92K
$323K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
7.81K+ 36.28% |
$278K - $308K
|
29.3K
$1.2M
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
7.03KNew |
$250K - $277K
|
7.03K
$287K
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
7KNew |
$249K - $276K
|
7K
$286K
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.8KNew |
$242K - $268K
|
6.8K
$278K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.33K+ 2204.18% |
$225K - $249K
|
6.61K
$270K
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.31K+ 5.51% |
$225K - $249K
|
121K
$4.94M
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.29K+ 25.21% |
$224K - $248K
|
31.3K
$1.28M
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.99K+ 17.9% |
$213K - $236K
|
39.5K
$1.61M
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
5.97KNew |
$213K - $235K
|
5.97K
$244K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
5.91KNew |
$210K - $233K
|
5.91K
$242K
|
|
May 08, 2023
Q1 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
5.85K+ 21.17% |
$208K - $231K
|
33.5K
$1.37M
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.83KNew |
$207K - $230K
|
5.83K
$238K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.74K+ 19.18% |
$204K - $226K
|
35.6K
$1.46M
|
|
Apr 20, 2023
Q1 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
5.29KNew |
$188K - $209K
|
5.29K
$216K
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.83K+ 13.48% |
$172K - $190K
|
40.7K
$1.66M
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.38K+ 4.14% |
$156K - $172K
|
110K
$4.5M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.21K+ 30.25% |
$150K - $166K
|
18.1K
$740K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.02K+ 3.61% |
$143K - $158K
|
115K
$4.71M
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
4K+ 369.71% |
$143K - $158K
|
5.09K
$208K
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.62K+ 8.38% |
$129K - $142K
|
46.7K
$1.91M
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
3.58K+ 30.4% |
$127K - $141K
|
15.4K
$628K
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3.46K+ 128.45% |
$123K - $136K
|
6.16K
$252K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.44K+ 5.81% |
$122K - $136K
|
62.7K
$2.56M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.41K+ 4.53% |
$121K - $134K
|
78.5K
$3.21M
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.14K+ 41.12% |
$112K - $124K
|
10.8K
$440K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3.03KNew |
$108K - $119K
|
3.03K
$124K
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
2.96K+ 11.9% |
$105K - $117K
|
27.9K
$1.14M
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
2.95K+ 4.16% |
$105K - $116K
|
73.8K
$3.02M
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.86K+ 48.37% |
$102K - $112K
|
8.76K
$358K
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
2.83K+ 7457.89% |
$101K - $112K
|
2.87K
$117K
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.7K+ 18.22% |
$96K - $106K
|
17.5K
$715K
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.69K+ 15.65% |
$95.8K - $106K
|
19.9K
$813K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.23K+ 15.74% |
$79.3K - $87.7K
|
16.4K
$669K
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
2.15KNew |
$76.5K - $84.7K
|
2.15K
$87.8K
|