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 |
---|---|---|---|---|---|---|---|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
319+ 4.69% |
$10.3K - $11.9K
|
7.12K
$291K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
312+ 111.83% |
$10K - $11.6K
|
591
$24.1K
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
300New |
$9.64K - $11.1K
|
300
$12.3K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
290New |
$9.32K - $10.8K
|
290
$11.8K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
279+ 0.04% |
$8.97K - $10.4K
|
740K
$30.2M
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
261+ 522.0% |
$8.39K - $9.7K
|
311
$12.7K
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
219+ 26.39% |
$7.04K - $8.14K
|
1.05K
$42.9K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
210New |
$6.75K - $7.8K
|
210
$8.58K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
193New |
$6.2K - $7.17K
|
193
$7.89K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
191New |
$6.14K - $7.1K
|
191
$7.8K
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
175+ 1.44% |
$5.62K - $6.5K
|
12.3K
$504K
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
151+ 0.89% |
$4.85K - $5.61K
|
17.2K
$703K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
137+ 2.51% |
$4.4K - $5.09K
|
5.59K
$228K
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
130New |
$4.18K - $4.83K
|
130
$5.31K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
122New |
$3.92K - $4.53K
|
122
$4.98K
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
118New |
$3.79K - $4.38K
|
118
$4.82K
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
80+ 67.23% |
$2.57K - $2.97K
|
199
$8.13K
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
50+ 3.36% |
$1.61K - $1.86K
|
1.54K
$62.9K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
37New |
$1.19K - $1.37K
|
37
$1.51K
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
24+ 0.6% |
$771 - $892
|
4.01K
$164K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
24New |
$771 - $892
|
24
$981
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
15+ 0.13% |
$482 - $557
|
12K
$489K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
13+ 0.15% |
$418 - $483
|
8.92K
$364K
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
6+ 0.53% |
$193 - $223
|
1.14K
$46.6K
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 1.32% |
$193 - $223
|
462
$18.9K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
6+ 5.5% |
$193 - $223
|
115
$4.7K
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
5+ 1.23% |
$161 - $186
|
413
$16.9K
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
5+ 0.08% |
$161 - $186
|
6.19K
$253K
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3+ 0.02% |
$96.4 - $111
|
12.3K
$504K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.7% |
$64.3 - $74.3
|
287
$11.7K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$64.3 - $74.3
|
1.72K
$70.2K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 1.19% |
$32.1 - $37.2
|
85
$3.47K
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1- 0.01% |
$32.1 - $37.2
|
11.4K
$465K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 0.46% |
$32.1 - $37.2
|
215
$8.78K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3- 1.8% |
$96.4 - $111
|
164
$6.7K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-43- 2.3% |
$1.38K - $1.6K
|
1.83K
$74.6K
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-50- 0.34% |
$1.61K - $1.86K
|
14.8K
$605K
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-54- 40.0% |
$1.74K - $2.01K
|
81
$3.31K
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-61- 0.03% |
$1.96K - $2.27K
|
175K
$7.16M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-64- 0.26% |
$2.06K - $2.38K
|
24.9K
$1.02M
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-75- 2.01% |
$2.41K - $2.79K
|
3.66K
$150K
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-83- 0.66% |
$2.67K - $3.08K
|
12.4K
$508K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-94- 3.13% |
$3.02K - $3.49K
|
2.91K
$119K
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-101- 0.96% |
$3.25K - $3.75K
|
10.4K
$425K
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-122- 53.74% |
$3.92K - $4.53K
|
105
$4.29K
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-124- 1.98% |
$3.99K - $4.61K
|
6.13K
$250K
|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-133- 0.23% |
$4.27K - $4.94K
|
57.6K
$2.35M
|
|
Feb 13, 2023
Q4 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-190- 0.76% |
$6.11K - $7.06K
|
24.9K
$1.02M
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-200- 61.54% |
$6.43K - $7.43K
|
125
$5.11K
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-225- 0.28% |
$7.23K - $8.36K
|
80.7K
$3.3M
|