Purchases and Sales Made in Q4 2022 in Wisdomtree Tr Emerging Mkts Hi (DEM)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Hi (DEM) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.99KNew |
$225K - $260K
|
6.99K
$286K
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.41K+ 61.62% |
$206K - $238K
|
16.8K
$687K
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.16KNew |
$198K - $229K
|
6.16K
$252K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.05K+ 59.91% |
$194K - $225K
|
16.1K
$659K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.93KNew |
$190K - $220K
|
5.93K
$242K
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
5.92KNew |
$190K - $220K
|
5.92K
$242K
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.9KNew |
$190K - $219K
|
5.9K
$241K
|
|
Feb 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
5.83KNew |
$187K - $217K
|
5.83K
$238K
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.17K+ 9.56% |
$166K - $192K
|
59.2K
$2.42M
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.98K+ 11.54% |
$160K - $185K
|
48.2K
$1.97M
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.92K+ 26.08% |
$158K - $183K
|
23.8K
$972K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4.61KNew |
$148K - $171K
|
4.61K
$188K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.25K+ 27.56% |
$137K - $158K
|
19.7K
$804K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.39KNew |
$109K - $126K
|
3.39K
$139K
|
|
Jan 26, 2023
Q4 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
3.36K+ 22.48% |
$108K - $125K
|
18.3K
$749K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.04KNew |
$97.6K - $113K
|
3.04K
$124K
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
2.99K+ 4.4% |
$95.9K - $111K
|
70.9K
$2.9M
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.94K+ 6.79% |
$94.6K - $109K
|
46.3K
$1.89M
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.73KNew |
$87.6K - $101K
|
2.73K
$111K
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.56K+ 24.32% |
$82.2K - $95.1K
|
13.1K
$534K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.53K+ 192.4% |
$81.3K - $94K
|
3.85K
$157K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.5KNew |
$80.4K - $92.9K
|
2.5K
$102K
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.04K+ 21.05% |
$65.7K - $75.9K
|
11.7K
$480K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.94K+ 11.95% |
$62.4K - $72.2K
|
18.2K
$744K
|
|
Feb 27, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.85K+ 12.69% |
$59.5K - $68.7K
|
16.4K
$671K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.55K+ 43.52% |
$49.8K - $57.6K
|
5.12K
$209K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.5K+ 12.11% |
$48.3K - $55.8K
|
13.9K
$568K
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.5K+ 19.67% |
$48.2K - $55.7K
|
9.12K
$373K
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.37K+ 24.8% |
$44.1K - $51K
|
6.91K
$282K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.26K+ 675.81% |
$40.4K - $46.7K
|
1.44K
$59K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.16KNew |
$37.2K - $43K
|
1.16K
$47.2K
|
|
Feb 07, 2023
Q4 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1K+ 7.62% |
$32.1K - $37.2K
|
14.1K
$577K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
905+ 4.67% |
$29.1K - $33.6K
|
20.3K
$829K
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
876+ 0.83% |
$28.2K - $32.6K
|
106K
$4.33M
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
854+ 5.67% |
$27.4K - $31.7K
|
15.9K
$650K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
822+ 9.71% |
$26.4K - $30.5K
|
9.29K
$380K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
806New |
$25.9K - $30K
|
806
$32.9K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
730+ 22.01% |
$23.5K - $27.1K
|
4.05K
$165K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
697+ 3.34% |
$22.4K - $25.9K
|
21.5K
$880K
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
625New |
$20.1K - $23.2K
|
625
$25.5K
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
614+ 8.75% |
$19.7K - $22.8K
|
7.63K
$312K
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
588+ 2.31% |
$18.9K - $21.9K
|
26.1K
$1.06M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
532New |
$17.1K - $19.8K
|
532
$21.7K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
514+ 1.05% |
$16.5K - $19.1K
|
49.4K
$2.02M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
489+ 0.64% |
$15.7K - $18.2K
|
76.6K
$3.13M
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
473+ 35.48% |
$15.2K - $17.6K
|
1.81K
$73.8K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
468+ 62.57% |
$15K - $17.4K
|
1.22K
$49.7K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
465New |
$14.9K - $17.3K
|
465
$19K
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
342New |
$11K - $12.7K
|
342
$14K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
337+ 571.19% |
$10.8K - $12.5K
|
396
$16.2K
|