Purchases and Sales Made in Q4 2023 in Wisdomtree Tr Emerging Mkts Hi (DEM)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Hi (DEM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
446K+ 24.78% |
$16.2M - $18.1M
|
2.24M
$91.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
388K+ 177.64% |
$14.1M - $15.8M
|
606K
$24.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
343K+ 1708.37% |
$12.5M - $14M
|
363K
$14.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
292K+ 12.38% |
$10.6M - $11.9M
|
2.65M
$108M
|
|
|
Feb 13, 2024
Q4 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
198KNew |
$7.22M - $8.08M
|
198K
$8.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
172KNew |
$6.25M - $7M
|
172K
$7.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
170K+ 12.9% |
$6.18M - $6.92M
|
1.49M
$60.8M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
148KNew |
$5.4M - $6.04M
|
148K
$6.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
134KNew |
$4.87M - $5.46M
|
134K
$5.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Barings LLC
|
BUY
|
- |
111K+ 91.84% |
$4.05M - $4.53M
|
233K
$9.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
92.8K+ 8.77% |
$3.37M - $3.78M
|
1.15M
$47M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
88.4K+ 38.66% |
$3.22M - $3.6M
|
317K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
88KNew |
$3.2M - $3.58M
|
88K
$3.6M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
67.8KNew |
$2.47M - $2.76M
|
67.8K
$2.77M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
65.7K+ 10.29% |
$2.39M - $2.67M
|
704K
$28.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
62.2KNew |
$2.26M - $2.53M
|
62.2K
$2.54M
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
60.2KNew |
$2.19M - $2.45M
|
60.2K
$2.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
48.9K+ 62.77% |
$1.78M - $1.99M
|
127K
$5.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
44.8K+ 1.97% |
$1.63M - $1.82M
|
2.32M
$94.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
38.6K+ 14.83% |
$1.4M - $1.57M
|
299K
$12.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
36.4K+ 130.34% |
$1.32M - $1.48M
|
64.3K
$2.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
27.3KNew |
$992K - $1.11M
|
27.3K
$1.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
27KNew |
$980K - $1.1M
|
27K
$1.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
25.2K+ 19.76% |
$916K - $1.02M
|
153K
$6.24M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
23.9K+ 373.14% |
$868K - $972K
|
30.3K
$1.24M
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
23.1KNew |
$839K - $939K
|
23.1K
$943K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
22.7K+ 10.97% |
$827K - $926K
|
230K
$9.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.2KNew |
$771K - $863K
|
21.2K
$866K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.8K+ 32.47% |
$647K - $725K
|
72.6K
$2.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.2K+ 3.41% |
$627K - $702K
|
524K
$21.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
16.5K+ 60.13% |
$599K - $671K
|
43.9K
$1.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
16.2K+ 262.17% |
$589K - $659K
|
22.4K
$915K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.1KNew |
$586K - $656K
|
16.1K
$658K
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
16KNew |
$582K - $651K
|
16K
$654K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
15KNew |
$544K - $608K
|
15K
$611K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
14.8K+ 134.94% |
$537K - $601K
|
25.7K
$1.05M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
14KNew |
$509K - $570K
|
14K
$572K
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
13.1KNew |
$476K - $532K
|
13.1K
$534K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13K+ 69.78% |
$473K - $529K
|
31.6K
$1.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
10.7KNew |
$388K - $434K
|
10.7K
$436K
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
10.1KNew |
$369K - $413K
|
10.1K
$414K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
9.88K+ 22.62% |
$359K - $402K
|
53.6K
$2.19M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
9.5K+ 2.44% |
$345K - $387K
|
398K
$16.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
8.73K+ 253.28% |
$317K - $355K
|
12.2K
$497K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.62KNew |
$313K - $351K
|
8.62K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.45KNew |
$307K - $344K
|
8.45K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.25K+ 3.92% |
$300K - $336K
|
219K
$8.95M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
7.9KNew |
$287K - $322K
|
7.9K
$323K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.85K+ 4.68% |
$285K - $319K
|
176K
$7.17M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
7.55KNew |
$274K - $307K
|
7.55K
$308K
|