Purchases and Sales Made in Q1 2024 in Wisdomtree Tr Emerging Mkts Hi (DEM)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Hi (DEM) during Q1 2024. 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 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
596K+ 40.07% |
$22.9M - $25.4M
|
2.08M
$85.1M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
257K+ 247.0% |
$9.87M - $11M
|
361K
$14.8M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
200K+ 94.48% |
$7.67M - $8.52M
|
412K
$16.8M
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
185KNew |
$7.12M - $7.9M
|
185K
$7.58M
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
152KNew |
$5.84M - $6.49M
|
152K
$6.22M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
137K+ 5.15% |
$5.25M - $5.83M
|
2.79M
$114M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
105K+ 9.11% |
$4.02M - $4.47M
|
1.26M
$51.3M
|
|
Apr 10, 2024
Q1 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
93.6KNew |
$3.59M - $3.99M
|
93.6K
$3.82M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
86.4KNew |
$3.32M - $3.68M
|
86.4K
$3.53M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
84.3K+ 3.76% |
$3.24M - $3.6M
|
2.33M
$95.1M
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
65.2KNew |
$2.5M - $2.78M
|
65.2K
$2.66M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
50.1K+ 0.92% |
$1.92M - $2.14M
|
5.47M
$223M
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
46.9K+ 19.03% |
$1.8M - $2M
|
294K
$12M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
46.1K+ 13.33% |
$1.77M - $1.96M
|
392K
$16M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
44.8K+ 15.0% |
$1.72M - $1.91M
|
344K
$14M
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
43.2K+ 21.79% |
$1.66M - $1.84M
|
242K
$9.87M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
42.4K+ 19.38% |
$1.63M - $1.81M
|
261K
$10.7M
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
40.6K+ 128.32% |
$1.56M - $1.73M
|
72.2K
$2.95M
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
35.8K+ 95.23% |
$1.37M - $1.53M
|
73.4K
$3M
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
33.9KNew |
$1.3M - $1.45M
|
33.9K
$1.39M
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
32.9K+ 53.19% |
$1.26M - $1.4M
|
94.7K
$3.87M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
27.2K+ 21.44% |
$1.04M - $1.16M
|
154K
$6.3M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26.8K+ 93.27% |
$1.03M - $1.14M
|
55.6K
$2.27M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
26.3K+ 4.91% |
$1.01M - $1.12M
|
562K
$22.9M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.8K+ 3.79% |
$761K - $846K
|
543K
$22.2M
|
|
May 15, 2024
Q1 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
18.6K+ 68.89% |
$714K - $793K
|
45.6K
$1.86M
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
17.3K+ 63.56% |
$665K - $739K
|
44.6K
$1.82M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.4K+ 35.11% |
$590K - $656K
|
59.2K
$2.42M
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
14.6K+ 45.57% |
$560K - $622K
|
46.6K
$1.9M
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
14.1K+ 26.41% |
$543K - $603K
|
67.7K
$2.77M
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
13.9K+ 25.38% |
$533K - $592K
|
68.6K
$2.8M
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
12.7KNew |
$486K - $539K
|
12.7K
$517K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
10.7K+ 70.28% |
$410K - $456K
|
25.9K
$1.06M
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
10K+ 2207.51% |
$384K - $426K
|
10.5K
$427K
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.92KNew |
$381K - $423K
|
9.92K
$405K
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
9.46K+ 10.74% |
$363K - $403K
|
97.5K
$3.98M
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
9.23K+ 4.58% |
$354K - $393K
|
211K
$8.6M
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
9.16KNew |
$351K - $390K
|
9.16K
$374K
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.15KNew |
$351K - $390K
|
9.15K
$374K
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
8.59KNew |
$329K - $366K
|
8.59K
$351K
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.49KNew |
$326K - $362K
|
8.49K
$347K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.22KNew |
$316K - $351K
|
8.22K
$336K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
7.04K+ 5.65% |
$270K - $300K
|
132K
$5.38M
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
6.8KNew |
$261K - $290K
|
6.8K
$278K
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
6.77KNew |
$260K - $289K
|
6.77K
$277K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.45K+ 3.01% |
$248K - $275K
|
221K
$9.01M
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
6.29K+ 33.46% |
$241K - $268K
|
25.1K
$1.03M
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.58K+ 64.71% |
$214K - $238K
|
14.2K
$580K
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.54K+ 11.14% |
$213K - $236K
|
55.2K
$2.26M
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.48K+ 64.82% |
$210K - $234K
|
13.9K
$569K
|