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 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-225- 1.74% |
$7.23K - $8.36K
|
12.7K
$504K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-230- 27.71% |
$7.39K - $8.55K
|
600
$23.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-276- 0.59% |
$8.87K - $10.3K
|
46.3K
$1.84M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-380- 9.31% |
$12.2K - $14.1K
|
3.7K
$147K
|
|
|
Feb 06, 2023
Q4 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-394- 58.2% |
$12.7K - $14.6K
|
283
$11.2K
|
|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-400- 2.67% |
$12.9K - $14.9K
|
14.6K
$579K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-535- 8.59% |
$17.2K - $19.9K
|
5.69K
$226K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-546- 1.52% |
$17.5K - $20.3K
|
35.3K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-648- 7.45% |
$20.8K - $24.1K
|
8.05K
$320K
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-700- 7.12% |
$22.5K - $26K
|
9.13K
$363K
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-940- 61.2% |
$30.2K - $34.9K
|
596
$23.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-980- 3.78% |
$31.5K - $36.4K
|
25K
$992K
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.03K- 8.86% |
$33K - $38.1K
|
10.6K
$420K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.06K- 6.95% |
$33.9K - $39.2K
|
14.1K
$562K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.25K- 16.49% |
$40.2K - $46.4K
|
6.33K
$252K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.45K- 33.91% |
$46.4K - $53.7K
|
2.82K
$112K
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-1.67K- 11.17% |
$53.5K - $61.9K
|
13.2K
$527K
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.84K- 12.46% |
$59.3K - $68.5K
|
13K
$515K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.85K- 0.88% |
$59.5K - $68.8K
|
208K
$8.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-1.9K- 82.61% |
$61.1K - $70.6K
|
400
$15.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-2.18K- 24.13% |
$70.1K - $81K
|
6.85K
$272K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.28K- 5.98% |
$73.2K - $84.7K
|
35.8K
$1.42M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-3.16K- 17.74% |
$101K - $117K
|
14.6K
$582K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.34K- 20.15% |
$107K - $124K
|
13.2K
$526K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-3.74K- 1.82% |
$120K - $139K
|
201K
$8.01M
|
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-3.96K- 33.65% |
$127K - $147K
|
7.8K
$310K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.64K- 21.28% |
$149K - $172K
|
17.1K
$681K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.75K- 20.72% |
$153K - $176K
|
18.2K
$722K
|
|
|
Jan 25, 2023
Q4 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-5.18K- 12.84% |
$166K - $192K
|
35.2K
$1.4M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.58K- 13.24% |
$212K - $245K
|
43.1K
$1.71M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-7.3K- 91.19% |
$235K - $271K
|
705
$28K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.53K- 4.54% |
$242K - $280K
|
158K
$6.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-7.55K- 50.62% |
$243K - $281K
|
7.37K
$293K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.68K- 39.63% |
$247K - $285K
|
11.7K
$465K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.12K- 16.2% |
$261K - $302K
|
42K
$1.67M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.17K- 43.94% |
$295K - $341K
|
11.7K
$465K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-10.1K- 30.48% |
$323K - $373K
|
22.9K
$911K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-10.3K- 18.28% |
$330K - $381K
|
45.9K
$1.82M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-10.4K- 48.9% |
$336K - $388K
|
10.9K
$434K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-10.7K- 10.09% |
$345K - $399K
|
95.6K
$3.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.8K- 8.9% |
$348K - $402K
|
111K
$4.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Moller Financial Services
|
SELL
|
- |
-10.9K- 61.32% |
$351K - $406K
|
6.89K
$274K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-13.6K- 28.95% |
$438K - $507K
|
33.5K
$1.33M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.7K- 3.84% |
$440K - $509K
|
343K
$13.6M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-14K- 32.28% |
$452K - $522K
|
29.5K
$1.17M
|
|
|
Jan 18, 2023
Q4 2022
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-14.7K- 89.77% |
$473K - $547K
|
1.68K
$66.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-15.2K- 47.67% |
$489K - $566K
|
16.7K
$664K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16K- 18.91% |
$514K - $594K
|
68.6K
$2.73M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-17.6K- 50.35% |
$567K - $655K
|
17.4K
$691K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-18.3K- 32.78% |
$587K - $679K
|
37.4K
$1.49M
|