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 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
325+ 1300.0% |
$12.5K - $13.9K
|
350
$14.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
314+ 4.67% |
$12.1K - $13.4K
|
7.04K
$288K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
306+ 3.78% |
$11.7K - $13K
|
8.39K
$343K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
303+ 16.8% |
$11.6K - $12.9K
|
2.11K
$86.1K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
281+ 1.84% |
$10.8K - $12K
|
15.5K
$635K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
267+ 1.85% |
$10.2K - $11.4K
|
14.7K
$600K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
253+ 6.53% |
$9.71K - $10.8K
|
4.13K
$169K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
232+ 190.16% |
$8.9K - $9.89K
|
354
$14.5K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
208+ 3.86% |
$7.98K - $8.87K
|
5.6K
$229K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
202+ 3.25% |
$7.75K - $8.61K
|
6.41K
$262K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
200+ 7.14% |
$7.68K - $8.53K
|
3K
$123K
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
192+ 1.47% |
$7.37K - $8.18K
|
13.3K
$542K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
161+ 1.09% |
$6.18K - $6.86K
|
14.9K
$608K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
140New |
$5.37K - $5.97K
|
140
$5.72K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
114+ 0.28% |
$4.38K - $4.86K
|
41.3K
$1.69M
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
55New |
$2.11K - $2.34K
|
55
$2.25K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
53+ 0.93% |
$2.03K - $2.26K
|
5.76K
$236K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
50+ 0.63% |
$1.92K - $2.13K
|
7.95K
$325K
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
38+ 0.01% |
$1.46K - $1.62K
|
317K
$13M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
25+ 0.47% |
$960 - $1.07K
|
5.4K
$221K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
20+ 0.49% |
$768 - $853
|
4.07K
$166K
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
14+ 0.2% |
$537 - $597
|
7.04K
$288K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
13+ 0.26% |
$499 - $554
|
5.08K
$207K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
12+ 0.25% |
$461 - $512
|
4.75K
$194K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12+ 5.58% |
$461 - $512
|
227
$9.28K
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
10+ 0.17% |
$384 - $426
|
5.87K
$240K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.09% |
$192 - $213
|
5.34K
$218K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.46% |
$76.8 - $85.3
|
440
$18K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 0.03% |
$76.8 - $85.3
|
6.84K
$280K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$38.4 - $42.6
|
1.73K
$70.7K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.83% |
$38.4 - $42.6
|
122
$4.98K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1Closed |
$38.4 - $42.6
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1- 4.35% |
$38.4 - $42.6
|
22
$899
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1- 2.86% |
$38.4 - $42.6
|
34
$1.39K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 9.62% |
$192 - $213
|
47
$1.92K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-12- 0.21% |
$461 - $512
|
5.72K
$234K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-14- 4.4% |
$537 - $597
|
304
$12.4K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-15- 4.82% |
$576 - $639
|
296
$12.1K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-29- 16.57% |
$1.11K - $1.24K
|
146
$5.97K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-29- 4.75% |
$1.11K - $1.24K
|
581
$23.7K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-44- 0.36% |
$1.69K - $1.88K
|
12K
$491K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-54- 0.58% |
$2.07K - $2.3K
|
9.25K
$378K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-62- 0.5% |
$2.38K - $2.64K
|
12.5K
$509K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-69- 0.44% |
$2.65K - $2.94K
|
15.6K
$639K
|
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-70- 0.66% |
$2.69K - $2.98K
|
10.6K
$433K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-74- 0.71% |
$2.84K - $3.15K
|
10.4K
$423K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-77- 0.57% |
$2.96K - $3.28K
|
13.4K
$547K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-82- 0.2% |
$3.15K - $3.5K
|
40.3K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-108- 1.61% |
$4.15K - $4.6K
|
6.62K
$270K
|