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 |
---|---|---|---|---|---|---|---|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
232+ 5.38% |
$8.64K - $9.47K
|
4.54K
$181K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
192+ 2.41% |
$7.15K - $7.84K
|
8.16K
$324K
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
185+ 7.26% |
$6.89K - $7.55K
|
2.73K
$109K
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
170+ 0.59% |
$6.33K - $6.94K
|
28.9K
$1.15M
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
167+ 1.62% |
$6.22K - $6.82K
|
10.5K
$417K
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
150+ 0.7% |
$5.58K - $6.12K
|
21.5K
$855K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
130+ 2.5% |
$4.84K - $5.31K
|
5.34K
$212K
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
114+ 1.59% |
$4.24K - $4.65K
|
7.27K
$289K
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
107+ 55.44% |
$3.98K - $4.37K
|
300
$11.9K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
106New |
$3.95K - $4.33K
|
106
$4.21K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
100+ 1.59% |
$3.72K - $4.08K
|
6.4K
$254K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
76+ 1.94% |
$2.83K - $3.1K
|
4K
$159K
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
71+ 0.91% |
$2.64K - $2.9K
|
7.84K
$312K
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
70+ 86.42% |
$2.61K - $2.86K
|
151
$6K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
65+ 27.54% |
$2.42K - $2.65K
|
301
$12K
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
64+ 1.13% |
$2.38K - $2.61K
|
5.75K
$229K
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
54+ 0.71% |
$2.01K - $2.2K
|
7.62K
$303K
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
49+ 0.39% |
$1.82K - $2K
|
12.7K
$503K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
46+ 1.52% |
$1.71K - $1.88K
|
3.06K
$122K
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
39+ 0.41% |
$1.45K - $1.59K
|
9.54K
$379K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
25+ 2.06% |
$931 - $1.02K
|
1.24K
$49.3K
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
21+ 0.36% |
$782 - $857
|
5.86K
$233K
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
17+ 0.13% |
$633 - $694
|
12.8K
$510K
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
14+ 0.24% |
$521 - $572
|
5.96K
$237K
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
14+ 2.97% |
$521 - $572
|
486
$19.3K
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
14New |
$521 - $572
|
14
$557
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
12+ 0.19% |
$447 - $490
|
6.21K
$247K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
12+ 0.45% |
$447 - $490
|
2.69K
$107K
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
12+ 2.84% |
$447 - $490
|
434
$17.3K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10+ 0.21% |
$372 - $408
|
4.84K
$192K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
8+ 0.16% |
$298 - $327
|
5.1K
$203K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.35% |
$223 - $245
|
1.73K
$68.7K
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
5+ 0.07% |
$186 - $204
|
6.81K
$271K
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 0.6% |
$74.5 - $81.7
|
337
$13.4K
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-5- 3.57% |
$186 - $204
|
135
$5.37K
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-7- 0.06% |
$261 - $286
|
12.1K
$481K
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-8- -0.0% |
$298 - $327
|
175K
$6.96M
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-40- 0.39% |
$1.49K - $1.63K
|
10.3K
$410K
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-63- 0.5% |
$2.35K - $2.57K
|
12.6K
$501K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-65- 9.41% |
$2.42K - $2.65K
|
626
$24.9K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-73- 0.77% |
$2.72K - $2.98K
|
9.46K
$376K
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-83- 6.23% |
$3.09K - $3.39K
|
1.25K
$49.7K
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-83- 0.08% |
$3.09K - $3.39K
|
106K
$4.2M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-102- 8.41% |
$3.8K - $4.16K
|
1.11K
$44.2K
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-108- 1.01% |
$4.02K - $4.41K
|
10.6K
$423K
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-108- 1.07% |
$4.02K - $4.41K
|
10K
$399K
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-111- 0.9% |
$4.13K - $4.53K
|
12.2K
$486K
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-125Closed |
$4.65K - $5.1K
|
0
$0
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-150- 1.24% |
$5.58K - $6.12K
|
12K
$475K
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-170- 2.56% |
$6.33K - $6.94K
|
6.46K
$257K
|