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 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
394+ 1.25% |
$14.3K - $16K
|
31.9K
$1.27M
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
357New |
$13K - $14.5K
|
357
$14.2K
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
319+ 5.54% |
$11.6K - $13K
|
6.08K
$242K
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
316+ 1.99% |
$11.5K - $12.9K
|
16.2K
$645K
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
300+ 2.91% |
$10.9K - $12.2K
|
10.6K
$421K
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
297+ 4.69% |
$10.8K - $12.1K
|
6.63K
$263K
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
283+ 3.26% |
$10.3K - $11.5K
|
8.95K
$356K
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
250New |
$9.09K - $10.2K
|
250
$9.94K
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
249+ 0.04% |
$9.05K - $10.1K
|
606K
$24.1M
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
229+ 7.48% |
$8.33K - $9.32K
|
3.29K
$131K
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
185+ 1.13% |
$6.73K - $7.53K
|
16.5K
$657K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
175New |
$6.36K - $7.12K
|
175
$6.96K
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
170+ 1.89% |
$6.18K - $6.92K
|
9.17K
$365K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
160New |
$5.82K - $6.51K
|
160
$6.36K
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
105New |
$3.82K - $4.27K
|
105
$4.17K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
100New |
$3.64K - $4.07K
|
100
$3.98K
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
89+ 1.05% |
$3.24K - $3.62K
|
8.53K
$339K
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
65New |
$2.36K - $2.65K
|
65
$2.58K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
48+ 1.2% |
$1.75K - $1.95K
|
4.05K
$161K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
36+ 0.67% |
$1.31K - $1.47K
|
5.38K
$214K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
34New |
$1.24K - $1.38K
|
34
$1.35K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
28New |
$1.02K - $1.14K
|
28
$1.11K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
23New |
$836 - $936
|
23
$914
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
18+ 2.82% |
$654 - $733
|
657
$26.1K
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
18+ 0.23% |
$654 - $733
|
7.86K
$312K
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
17+ 0.36% |
$618 - $692
|
4.74K
$188K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
14+ 0.18% |
$509 - $570
|
7.64K
$304K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5+ 10.64% |
$182 - $204
|
52
$2.07K
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 3.42% |
$145 - $163
|
121
$4.81K
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
4+ 0.92% |
$145 - $163
|
438
$17.4K
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.62% |
$109 - $122
|
489
$19.4K
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3+ 0.05% |
$109 - $122
|
6.21K
$247K
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
2+ 0.04% |
$72.7 - $81.4
|
5.1K
$203K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$72.7 - $81.4
|
1.73K
$68.8K
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1New |
$36.4 - $40.7
|
1
$39.8
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3- -0.0% |
$109 - $122
|
358K
$14.2M
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5- 1.64% |
$182 - $204
|
299
$11.9K
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-13- 0.13% |
$473 - $529
|
10.3K
$410K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-16- 2.56% |
$582 - $651
|
610
$24.2K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-20- 2.28% |
$727 - $814
|
857
$34.1K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-25- 3.05% |
$909 - $1.02K
|
795
$31.6K
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-30- 1.79% |
$1.09K - $1.22K
|
1.64K
$65.3K
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-31- 0.43% |
$1.13K - $1.26K
|
7.24K
$288K
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-47- 0.5% |
$1.71K - $1.91K
|
9.3K
$370K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-79- 2.94% |
$2.87K - $3.22K
|
2.61K
$104K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-86- 28.57% |
$3.13K - $3.5K
|
215
$8.55K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-94- 17.54% |
$3.42K - $3.83K
|
442
$17.6K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 66.23% |
$3.64K - $4.07K
|
51
$2.03K
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-101- 0.8% |
$3.67K - $4.11K
|
12.5K
$497K
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-165- 1.35% |
$6K - $6.72K
|
12.1K
$480K
|