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
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.86K- 19.01% |
$110K - $122K
|
12.2K
$485K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.89K- 1.09% |
$111K - $123K
|
263K
$10.4M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.04K- 14.66% |
$117K - $130K
|
17.7K
$703K
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3.21K- 16.76% |
$123K - $137K
|
16K
$634K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.92K- 18.22% |
$150K - $167K
|
17.6K
$699K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.27K- 41.39% |
$164K - $182K
|
6.04K
$240K
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-4.36K- 43.9% |
$167K - $186K
|
5.58K
$222K
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-4.59K- 38.52% |
$176K - $196K
|
7.33K
$291K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.76K- 24.29% |
$183K - $203K
|
14.8K
$590K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4.92K- 2.8% |
$189K - $210K
|
171K
$6.78M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.37K- 1.57% |
$206K - $229K
|
338K
$13.4M
|
|
|
May 08, 2024
Q1 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-5.83K- 20.14% |
$224K - $249K
|
23.1K
$919K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.09K- 24.0% |
$234K - $260K
|
19.3K
$767K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.09K- 7.06% |
$234K - $260K
|
80.2K
$3.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-6.37K- 17.89% |
$244K - $272K
|
29.2K
$1.16M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-6.99K- 4.06% |
$268K - $298K
|
165K
$6.56M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-7.31K- 27.12% |
$281K - $312K
|
19.6K
$781K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-7.39K- 1.05% |
$283K - $315K
|
696K
$27.7M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.49K- 12.33% |
$288K - $319K
|
53.3K
$2.12M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-7.54K- 33.69% |
$289K - $321K
|
14.8K
$590K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-7.97K- 8.44% |
$306K - $340K
|
86.4K
$3.43M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-8.23K- 0.49% |
$316K - $351K
|
1.67M
$66.3M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.49K- 6.16% |
$326K - $362K
|
129K
$5.15M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-9.48K- 77.88% |
$364K - $404K
|
2.69K
$107K
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-10.1K- 40.01% |
$387K - $430K
|
15.1K
$601K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-10.1K- 14.9% |
$388K - $431K
|
57.7K
$2.29M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-10.3K- 23.39% |
$394K - $438K
|
33.6K
$1.34M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-10.5K- 1.41% |
$404K - $448K
|
737K
$29.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-11.5K- 12.89% |
$442K - $491K
|
77.8K
$3.09M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.7K- 10.09% |
$449K - $498K
|
104K
$4.14M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-15.2K- 5.94% |
$583K - $647K
|
240K
$9.56M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.5K- 7.93% |
$788K - $875K
|
238K
$9.48M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-21.7K- 65.74% |
$832K - $925K
|
11.3K
$449K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.7K- 20.75% |
$988K - $1.1M
|
98.3K
$3.91M
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-28.7K- 39.95% |
$1.1M - $1.22M
|
43.1K
$1.71M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-31K- 48.19% |
$1.19M - $1.32M
|
33.3K
$1.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-31.2K- 52.21% |
$1.2M - $1.33M
|
28.6K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-42.3K- 58.19% |
$1.62M - $1.8M
|
30.4K
$1.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-43.6K- 7.85% |
$1.67M - $1.86M
|
512K
$20.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43.8K- 0.66% |
$1.68M - $1.87M
|
6.59M
$262M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43.8K- 0.66% |
$1.68M - $1.87M
|
6.59M
$262M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-46.6K- 74.92% |
$1.79M - $1.99M
|
15.6K
$620K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-49K- 52.85% |
$1.88M - $2.09M
|
43.7K
$1.74M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-83.3K- 3.59% |
$3.2M - $3.55M
|
2.24M
$88.9M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-89.1K- 14.72% |
$3.42M - $3.8M
|
516K
$20.5M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-89.4K- 14.75% |
$3.43M - $3.81M
|
516K
$20.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-125K- 22.16% |
$4.79M - $5.32M
|
438K
$17.4M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-140K- 19.68% |
$5.39M - $5.99M
|
573K
$22.8M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-153K- 35.43% |
$5.87M - $6.52M
|
279K
$11.1M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-205K- 3.02% |
$7.87M - $8.74M
|
6.59M
$262M
|