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 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.24% |
$35.6 - $39.4
|
414
$16.5K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1New |
$35.6 - $39.4
|
1
$39.8
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-8- 0.44% |
$285 - $315
|
1.82K
$72.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-25- 0.68% |
$890 - $985
|
3.64K
$144K
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-47- 0.45% |
$1.67K - $1.85K
|
10.5K
$418K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-64- 7.94% |
$2.28K - $2.52K
|
742
$29.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-84- 0.24% |
$2.99K - $3.31K
|
35.2K
$1.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Moller Financial Services
|
SELL
|
- |
-99- 1.44% |
$3.52K - $3.9K
|
6.79K
$270K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-103- 0.81% |
$3.67K - $4.06K
|
12.6K
$500K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-118- 1.14% |
$4.2K - $4.65K
|
10.3K
$408K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-131- 9.38% |
$4.66K - $5.16K
|
1.27K
$50.3K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-135- 0.29% |
$4.8K - $5.32K
|
46.1K
$1.83M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-164Closed |
$5.84K - $6.46K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-200- 9.3% |
$7.12K - $7.88K
|
1.95K
$77.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-205- 2.88% |
$7.3K - $8.08K
|
6.91K
$275K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-217- 14.09% |
$7.72K - $8.55K
|
1.32K
$52.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-308- 2.43% |
$11K - $12.1K
|
12.4K
$491K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-338- 5.12% |
$12K - $13.3K
|
6.26K
$249K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-343- 5.57% |
$12.2K - $13.5K
|
5.82K
$231K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-356- 2.13% |
$12.7K - $14K
|
16.4K
$650K
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-372- 4.62% |
$13.2K - $14.7K
|
7.68K
$305K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-391- 9.66% |
$13.9K - $15.4K
|
3.66K
$145K
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-400- 2.83% |
$14.2K - $15.8K
|
13.7K
$545K
|
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-437- 0.76% |
$15.6K - $17.2K
|
57.2K
$2.27M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-473- 26.19% |
$16.8K - $18.6K
|
1.33K
$53K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-501- 3.83% |
$17.8K - $19.7K
|
12.6K
$500K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-550- 4.24% |
$19.6K - $21.7K
|
12.4K
$493K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-570- 4.62% |
$20.3K - $22.5K
|
11.8K
$468K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-576- 4.24% |
$20.5K - $22.7K
|
13K
$517K
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-622- 4.69% |
$22.1K - $24.5K
|
12.6K
$502K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-665- 14.43% |
$23.7K - $26.2K
|
3.94K
$157K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-704- 3.07% |
$25.1K - $27.7K
|
22.2K
$883K
|
|
|
Apr 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-789- 10.11% |
$28.1K - $31.1K
|
7.01K
$279K
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-824- 7.24% |
$29.3K - $32.5K
|
10.6K
$420K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-844- 9.12% |
$30K - $33.3K
|
8.41K
$334K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.08K- 9.9% |
$38.4K - $42.6K
|
9.83K
$391K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.24K- 9.59% |
$44.1K - $48.9K
|
11.7K
$465K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.36K- 14.61% |
$48.3K - $53.5K
|
7.93K
$315K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.38K- 48.83% |
$48.9K - $54.2K
|
1.44K
$57.3K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.39K- 7.67% |
$49.6K - $54.9K
|
16.8K
$667K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.76K- 1.84% |
$62.5K - $69.1K
|
93.8K
$3.73M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.01K- 16.28% |
$71.5K - $79.1K
|
10.3K
$410K
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-2.49K- 15.18% |
$88.8K - $98.3K
|
13.9K
$554K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.56K- 3.6% |
$91.1K - $101K
|
68.6K
$2.73M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-2.83K- 1.04% |
$101K - $111K
|
270K
$10.7M
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-2.83K- 98.68% |
$101K - $112K
|
38
$1.51K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.03K- 6.61% |
$108K - $119K
|
42.8K
$1.7M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-3.25K- 87.76% |
$116K - $128K
|
453
$18K
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-3.47K- 9.88% |
$124K - $137K
|
31.7K
$1.26M
|
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-3.59K- 4.45% |
$128K - $141K
|
77.1K
$3.06M
|