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 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-108- 1.04% |
$4.15K - $4.6K
|
10.3K
$420K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-108- 1.02% |
$4.15K - $4.6K
|
10.5K
$430K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-150- 33.33% |
$5.76K - $6.39K
|
300
$12.3K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-157- 4.77% |
$6.03K - $6.69K
|
3.14K
$128K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-173- 2.39% |
$6.64K - $7.37K
|
7.06K
$289K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-200- 1.49% |
$7.68K - $8.53K
|
13.3K
$542K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-201- 1.31% |
$7.71K - $8.57K
|
15.1K
$617K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-210Closed |
$8.06K - $8.95K
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-228- 18.37% |
$8.75K - $9.72K
|
1.01K
$41.4K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-228- 4.15% |
$8.75K - $9.72K
|
5.27K
$215K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-250- 8.93% |
$9.6K - $10.7K
|
2.55K
$104K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-256- 1.43% |
$9.83K - $10.9K
|
17.7K
$723K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-270- 4.72% |
$10.4K - $11.5K
|
5.45K
$223K
|
|
|
May 10, 2024
Q1 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-323- 3.79% |
$12.4K - $13.8K
|
8.2K
$335K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-364- 6.51% |
$14K - $15.5K
|
5.23K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-397- 3.41% |
$15.2K - $16.9K
|
11.3K
$460K
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-420- 3.96% |
$16.1K - $17.9K
|
10.2K
$416K
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-469- 3.35% |
$18K - $20K
|
13.5K
$553K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-488- 7.49% |
$18.7K - $20.8K
|
6.03K
$246K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-494- 40.1% |
$19K - $21.1K
|
738
$30.2K
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-500- 4.67% |
$19.2K - $21.3K
|
10.2K
$417K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-529- 5.91% |
$20.3K - $22.6K
|
8.42K
$344K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-546- 3.76% |
$21K - $23.3K
|
14K
$571K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-589- 11.62% |
$22.6K - $25.1K
|
4.48K
$183K
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-595- 1.54% |
$22.8K - $25.4K
|
37.9K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-663- 5.09% |
$25.4K - $28.3K
|
12.4K
$505K
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-666- 1.11% |
$25.6K - $28.4K
|
59.5K
$2.43M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-700- 7.35% |
$26.9K - $29.8K
|
8.83K
$361K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-722- 62.95% |
$27.7K - $30.8K
|
425
$17.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-837- 2.27% |
$32.1K - $35.7K
|
36K
$1.47M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-851- 94.77% |
$32.7K - $36.3K
|
47
$1.92K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-898- 2.41% |
$34.5K - $38.3K
|
36.3K
$1.48M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-972- 80.13% |
$37.3K - $41.4K
|
241
$9.85K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.01K- 92.56% |
$38.7K - $43K
|
81
$3.31K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-1.01K- 5.43% |
$38.7K - $43K
|
17.6K
$718K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.03K- 6.97% |
$39.5K - $43.8K
|
13.7K
$561K
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-1.1K- 12.79% |
$42.1K - $46.7K
|
7.47K
$305K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.17K- 2.85% |
$44.8K - $49.7K
|
39.8K
$1.63M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.2K- 11.44% |
$46.2K - $51.3K
|
9.31K
$381K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.25K- 31.57% |
$47.8K - $53.1K
|
2.7K
$110K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.42K- 1.96% |
$54.5K - $60.6K
|
71.1K
$2.91M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.46K- 0.25% |
$56.1K - $62.4K
|
573K
$23.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.52K- 4.07% |
$58.5K - $64.9K
|
35.9K
$1.47M
|
|
|
May 14, 2024
Q1 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-1.55K- 1.22% |
$59.3K - $65.9K
|
126K
$5.13M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.7K- 25.66% |
$65.2K - $72.5K
|
4.93K
$201K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-1.95K- 2.5% |
$75K - $83.3K
|
76.2K
$3.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-2.1K- 14.6% |
$80.4K - $89.4K
|
12.3K
$501K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.33K- 4.29% |
$89.3K - $99.2K
|
52K
$2.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-2.38K- 28.82% |
$91.2K - $101K
|
5.87K
$240K
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-2.58K- 4.37% |
$98.8K - $110K
|
56.4K
$2.3M
|