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 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-210- 1.34% |
$7.82K - $8.57K
|
15.5K
$616K
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-222- 2.94% |
$8.27K - $9.06K
|
7.32K
$291K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-231- 1.32% |
$8.6K - $9.43K
|
17.3K
$686K
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-237- 2.57% |
$8.82K - $9.68K
|
9K
$358K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-238- 34.59% |
$8.86K - $9.72K
|
450
$17.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-270- 4.8% |
$10.1K - $11K
|
5.36K
$213K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-292- 5.2% |
$10.9K - $11.9K
|
5.33K
$212K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-348- 30.1% |
$13K - $14.2K
|
808
$32.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-358Closed |
$13.3K - $14.6K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-375- 2.04% |
$14K - $15.3K
|
18K
$714K
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-400- 3.6% |
$14.9K - $16.3K
|
10.7K
$425K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-412- 10.68% |
$15.3K - $16.8K
|
3.45K
$137K
|
|
|
Oct 11, 2023
Q3 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-471- 0.81% |
$17.5K - $19.2K
|
57.3K
$2.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-484- 2.32% |
$18K - $19.8K
|
20.3K
$809K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-530- 10.09% |
$19.7K - $21.6K
|
4.72K
$188K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-538- 29.84% |
$20K - $22K
|
1.27K
$50.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-779- 1.15% |
$29K - $31.8K
|
66.8K
$2.66M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-782- 6.02% |
$29.1K - $31.9K
|
12.2K
$486K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-991- 6.1% |
$36.9K - $40.5K
|
15.3K
$607K
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.08K- 3.89% |
$40K - $43.9K
|
26.6K
$1.06M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.12K- 10.67% |
$41.5K - $45.6K
|
9.35K
$372K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.21K- 1.59% |
$44.9K - $49.3K
|
74.8K
$2.97M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.28K- 1.64% |
$47.5K - $52.1K
|
76.3K
$3.03M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.31K- 1.42% |
$48.9K - $53.7K
|
91.4K
$3.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.49K- 3.81% |
$55.4K - $60.8K
|
37.6K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-1.6K- 5.21% |
$59.6K - $65.3K
|
29.1K
$1.16M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.64K- 17.81% |
$61.2K - $67.1K
|
7.58K
$301K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.69K- 16.31% |
$62.9K - $69K
|
8.67K
$345K
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.7K- 7.09% |
$63.4K - $69.5K
|
22.3K
$887K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.77K- 22.25% |
$65.9K - $72.2K
|
6.18K
$246K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.78K- 1.44% |
$66.2K - $72.6K
|
122K
$4.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.97K- 1.86% |
$73.5K - $80.6K
|
104K
$4.14M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2K- 4.47% |
$74.4K - $81.6K
|
42.7K
$1.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.11K- 5.1% |
$78.7K - $86.3K
|
39.3K
$1.56M
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-2.12K- 13.54% |
$79.1K - $86.7K
|
13.6K
$539K
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-2.31K- 2.86% |
$85.9K - $94.2K
|
78.4K
$3.12M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.49K- 13.8% |
$92.6K - $102K
|
15.5K
$617K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.49K- 0.95% |
$92.6K - $102K
|
260K
$10.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.61K- 6.48% |
$97.1K - $106K
|
37.6K
$1.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.69K- 4.78% |
$100K - $110K
|
53.5K
$2.13M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-2.74K- 10.48% |
$102K - $112K
|
23.4K
$931K
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.8K- 30.66% |
$104K - $114K
|
6.34K
$252K
|
|
|
Oct 20, 2023
Q3 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-3K- 10.57% |
$112K - $122K
|
25.4K
$1.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.72K- 1.03% |
$138K - $152K
|
358K
$14.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-4.61K- 18.3% |
$172K - $188K
|
20.6K
$818K
|
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-4.66K- 7.27% |
$174K - $190K
|
59.5K
$2.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.53K- 26.53% |
$206K - $226K
|
15.3K
$609K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-5.65K- 27.87% |
$210K - $231K
|
14.6K
$582K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-6.55K- 24.07% |
$244K - $267K
|
20.6K
$821K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-6.99K- 97.49% |
$260K - $286K
|
180
$7.16K
|