Purchases and Sales Made in Q2 2023 in Wisdomtree Tr Emerging Mkts Hi (DEM)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Hi (DEM) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-107- 1.62% |
$3.99K - $4.29K
|
6.51K
$269K
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-110- 1.59% |
$4.1K - $4.42K
|
6.8K
$282K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-134- 1.96% |
$5K - $5.38K
|
6.72K
$278K
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-155- 1.47% |
$5.78K - $6.22K
|
10.4K
$429K
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-167- 2.73% |
$6.23K - $6.7K
|
5.95K
$246K
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-173- 0.16% |
$6.45K - $6.94K
|
106K
$4.38M
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-175- 0.64% |
$6.53K - $7.02K
|
27.2K
$1.13M
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-186- 22.55% |
$6.94K - $7.47K
|
639
$26.4K
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-195- 3.35% |
$7.27K - $7.83K
|
5.62K
$233K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-210- 19.32% |
$7.83K - $8.43K
|
877
$36.3K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-210- 19.32% |
$7.83K - $8.43K
|
877
$36.3K
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-237- 25.62% |
$8.84K - $9.51K
|
688
$28.5K
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-247- 0.74% |
$9.21K - $9.91K
|
33.2K
$1.38M
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-258- 12.01% |
$9.62K - $10.4K
|
1.89K
$78.3K
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-279- 1.5% |
$10.4K - $11.2K
|
18.3K
$759K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-285- 1.56% |
$10.6K - $11.4K
|
18K
$746K
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-288- 2.28% |
$10.7K - $11.6K
|
12.3K
$511K
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-325- 2.62% |
$12.1K - $13K
|
12.1K
$501K
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-381- 5.43% |
$14.2K - $15.3K
|
6.63K
$275K
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-400- 16.39% |
$14.9K - $16.1K
|
2.04K
$84.4K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-409- 22.48% |
$15.3K - $16.4K
|
1.41K
$58.4K
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-418- 1.03% |
$15.6K - $16.8K
|
40.2K
$1.67M
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-425- 27.04% |
$15.9K - $17.1K
|
1.15K
$47.5K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-451- 10.3% |
$16.8K - $18.1K
|
3.93K
$163K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-500- 25.64% |
$18.7K - $20.1K
|
1.45K
$60K
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-533- 4.99% |
$19.9K - $21.4K
|
10.1K
$420K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-638- 17.46% |
$23.8K - $25.6K
|
3.02K
$125K
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-717- 6.26% |
$26.7K - $28.8K
|
10.7K
$445K
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-745- 0.29% |
$27.8K - $29.9K
|
257K
$10.6M
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-860- 1.23% |
$32.1K - $34.5K
|
68.9K
$2.85M
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-966- 0.36% |
$36K - $38.8K
|
269K
$11.1M
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-990- 83.19% |
$36.9K - $39.7K
|
200
$8.28K
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.06K- 1.13% |
$39.6K - $42.6K
|
92.8K
$3.84M
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.13K- 85.41% |
$42.1K - $45.4K
|
193
$7.99K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.22K- 7.46% |
$45.5K - $49K
|
15.2K
$627K
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.33K- 21.63% |
$49.7K - $53.5K
|
4.83K
$200K
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.38K- 6.23% |
$51.6K - $55.5K
|
20.8K
$862K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.47K- 3.18% |
$54.8K - $58.9K
|
44.7K
$1.85M
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.59K- 17.39% |
$59.2K - $63.7K
|
7.55K
$312K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.63K- 1.41% |
$60.8K - $65.4K
|
114K
$4.7M
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-2.32K- 2.8% |
$86.6K - $93.2K
|
80.7K
$3.34M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.52K- 3.2% |
$93.8K - $101K
|
76K
$3.15M
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.58K- 8.52% |
$96.1K - $103K
|
27.7K
$1.14M
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.63K- 22.32% |
$97.9K - $105K
|
9.14K
$378K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.79K- 0.78% |
$104K - $112K
|
352K
$14.6M
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-3.31K- 10.45% |
$124K - $133K
|
28.4K
$1.17M
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-3.32K- 5.8% |
$124K - $133K
|
53.9K
$2.23M
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-4.2K- 42.73% |
$157K - $169K
|
5.63K
$233K
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.45K- 73.69% |
$166K - $179K
|
1.59K
$65.8K
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5.03K- 10.76% |
$188K - $202K
|
41.7K
$1.73M
|