Purchases and Sales Made in Q3 2023 in Wisdomtree Tr Emerging Mkts Hi (DEM)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Hi (DEM) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.8KNew |
$216K - $237K
|
5.8K
$237K
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.76KNew |
$214K - $235K
|
5.76K
$235K
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.63KNew |
$209K - $230K
|
5.63K
$230K
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.61KNew |
$209K - $229K
|
5.61K
$229K
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
5.55KNew |
$207K - $227K
|
5.55K
$227K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.43K+ 2.42% |
$202K - $222K
|
230K
$9.4M
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.23K+ 24.09% |
$195K - $214K
|
26.9K
$1.1M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.79K+ 13.37% |
$178K - $196K
|
40.6K
$1.66M
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
4.67K+ 16.89% |
$174K - $191K
|
32.3K
$1.32M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.47K+ 8.39% |
$166K - $183K
|
57.8K
$2.36M
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
BUY
|
- |
4.28K+ 12.2% |
$159K - $175K
|
39.4K
$1.61M
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.2K+ 62.31% |
$156K - $172K
|
10.9K
$447K
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.1K+ 15.14% |
$115K - $127K
|
23.6K
$963K
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.32K+ 6.98% |
$86.3K - $94.7K
|
35.6K
$1.45M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.08K+ 0.43% |
$77.6K - $85.1K
|
482K
$19.7M
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.97K+ 5.98% |
$73.3K - $80.4K
|
34.9K
$1.43M
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.84K+ 23.85% |
$68.4K - $75K
|
9.53K
$390K
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
1.83K+ 3.18% |
$68K - $74.6K
|
59.2K
$2.42M
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.81KNew |
$67.2K - $73.7K
|
1.81K
$73.8K
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.78K+ 10.57% |
$66.3K - $72.7K
|
18.6K
$761K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.76K+ 4.4% |
$65.7K - $72K
|
41.9K
$1.71M
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.67KNew |
$62.2K - $68.3K
|
1.67K
$68.3K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.63K+ 6.32% |
$60.7K - $66.6K
|
27.4K
$1.12M
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.59K+ 3.07% |
$59.3K - $65K
|
53.4K
$2.18M
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
1.56KNew |
$58.2K - $63.9K
|
1.56K
$63.9K
|
|
Nov 07, 2023
Q3 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.54K+ 1.26% |
$57.3K - $62.9K
|
124K
$5.06M
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
1.4K+ 1.87% |
$52.2K - $57.2K
|
76.4K
$3.12M
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.2K+ 15.11% |
$44.8K - $49.1K
|
9.16K
$374K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.2K+ 7.9% |
$44.6K - $48.9K
|
16.4K
$668K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.17K+ 3.73% |
$43.4K - $47.6K
|
32.4K
$1.33M
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.15KNew |
$42.7K - $46.8K
|
1.15K
$46.9K
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
948+ 3.3% |
$35.3K - $38.7K
|
29.7K
$1.21M
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
851+ 1810.64% |
$31.7K - $34.7K
|
898
$36.7K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
835+ 3.64% |
$31.1K - $34.1K
|
23.8K
$971K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
720New |
$26.8K - $29.4K
|
720
$29.4K
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
609New |
$22.7K - $24.9K
|
609
$24.9K
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
600+ 5.87% |
$22.3K - $24.5K
|
10.8K
$442K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
552+ 276.0% |
$20.6K - $22.5K
|
752
$30.7K
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
521+ 2.81% |
$19.4K - $21.3K
|
19.1K
$779K
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
445+ 1.81% |
$16.6K - $18.2K
|
25K
$1.02M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
407+ 2.14% |
$15.2K - $16.6K
|
19.4K
$794K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
375+ 26.6% |
$14K - $15.3K
|
1.79K
$72.9K
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
362+ 4.97% |
$13.5K - $14.8K
|
7.64K
$312K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
360+ 5.53% |
$13.4K - $14.7K
|
6.87K
$281K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
350+ 1.12% |
$13K - $14.3K
|
31.5K
$1.29M
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
332+ 2.42% |
$12.4K - $13.6K
|
14.1K
$574K
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
300New |
$11.2K - $12.2K
|
300
$12.3K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
278+ 29.14% |
$10.3K - $11.4K
|
1.23K
$50.3K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
274+ 1.99% |
$10.2K - $11.2K
|
14K
$574K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
245+ 84.19% |
$9.12K - $10K
|
536
$21.9K
|