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 |
---|---|---|---|---|---|---|---|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 333.05% |
$70.6K - $78.2K
|
2.58K
$105K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.63K+ 842.49% |
$57.9K - $64.1K
|
1.82K
$74.3K
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.53K+ 3.45% |
$54.3K - $60.1K
|
45.8K
$1.87M
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.3K+ 13.27% |
$46.3K - $51.2K
|
11.1K
$454K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.26K+ 31.32% |
$44.7K - $49.5K
|
5.27K
$215K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.24K+ 10.6% |
$44.1K - $48.9K
|
12.9K
$528K
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.09KNew |
$38.8K - $42.9K
|
1.09K
$44.5K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.06K+ 4.25% |
$37.7K - $41.7K
|
25.9K
$1.06M
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1KNew |
$35.6K - $39.4K
|
1K
$40.9K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
986+ 29.09% |
$35.1K - $38.8K
|
4.38K
$179K
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
965+ 4.76% |
$34.3K - $38K
|
21.3K
$868K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
804+ 55.72% |
$28.6K - $31.7K
|
2.25K
$91.8K
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
778+ 1.62% |
$27.7K - $30.7K
|
48.9K
$2M
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
752+ 2032.43% |
$26.8K - $29.6K
|
789
$32.2K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
703New |
$25K - $27.7K
|
703
$28.7K
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
680+ 5.79% |
$24.2K - $26.8K
|
12.4K
$508K
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
612+ 9.99% |
$21.8K - $24.1K
|
6.74K
$275K
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
583+ 2.18% |
$20.7K - $23K
|
27.4K
$1.12M
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
548+ 227.39% |
$19.5K - $21.6K
|
789
$32.2K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
533+ 13.86% |
$19K - $21K
|
4.38K
$179K
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
505+ 5.24% |
$18K - $19.9K
|
10.1K
$414K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
496+ 83.93% |
$17.7K - $19.5K
|
1.09K
$44.4K
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
452+ 43.09% |
$16.1K - $17.8K
|
1.5K
$61.3K
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
436+ 348.8% |
$15.5K - $17.2K
|
561
$22.9K
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
367+ 2.77% |
$13.1K - $14.5K
|
13.6K
$556K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
344New |
$12.2K - $13.6K
|
344
$14.1K
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
343New |
$12.2K - $13.5K
|
343
$14K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
300+ 56.39% |
$10.7K - $11.8K
|
832
$34K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
268+ 3.88% |
$9.54K - $10.6K
|
7.17K
$293K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
230+ 26.84% |
$8.19K - $9.06K
|
1.09K
$44.4K
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
215+ 2.06% |
$7.65K - $8.47K
|
10.7K
$436K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
200New |
$7.12K - $7.88K
|
200
$8.17K
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
189+ 3.19% |
$6.73K - $7.45K
|
6.11K
$250K
|
|
Apr 10, 2023
Q1 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
164+ 0.89% |
$5.84K - $6.46K
|
18.5K
$756K
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
136+ 1.14% |
$4.84K - $5.36K
|
12.1K
$495K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
102+ 0.56% |
$3.63K - $4.02K
|
18.3K
$748K
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
102+ 1.14% |
$3.63K - $4.02K
|
9.08K
$371K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
78New |
$2.78K - $3.07K
|
78
$3.19K
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
62+ 0.39% |
$2.21K - $2.44K
|
16K
$652K
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
62+ 0.36% |
$2.21K - $2.44K
|
17.2K
$703K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
38New |
$1.35K - $1.5K
|
38
$1.55K
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
29+ 0.11% |
$1.03K - $1.14K
|
26K
$1.06M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
14New |
$498 - $552
|
14
$572
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
13+ 0.14% |
$463 - $512
|
9.13K
$373K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 0.23% |
$427 - $473
|
5.13K
$209K
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
7New |
$249 - $276
|
7
$286
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2+ 0.03% |
$71.2 - $78.8
|
5.83K
$238K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.22% |
$35.6 - $39.4
|
463
$18.9K
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1+ 0.02% |
$35.6 - $39.4
|
6.19K
$253K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$35.6 - $39.4
|
1.72K
$70.2K
|