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 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-208- 1.34% |
$7.56K - $8.47K
|
15.3K
$625K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-234- 4.16% |
$8.51K - $9.52K
|
5.39K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-261- 0.69% |
$9.49K - $10.6K
|
37.3K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-275- 91.67% |
$10K - $11.2K
|
25
$1.02K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-281- 1.81% |
$10.2K - $11.4K
|
15.3K
$623K
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-294- 4.01% |
$10.7K - $12K
|
7.03K
$287K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-300- 2.51% |
$10.9K - $12.2K
|
11.7K
$476K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-350- 6.53% |
$12.7K - $14.2K
|
5.01K
$205K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-422- 3.9% |
$15.3K - $17.2K
|
10.4K
$425K
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-431- 4.79% |
$15.7K - $17.5K
|
8.57K
$350K
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-453- 0.84% |
$16.5K - $18.4K
|
53.4K
$2.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-483- 59.78% |
$17.6K - $19.7K
|
325
$13.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-506- 2.65% |
$18.4K - $20.6K
|
18.6K
$759K
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-515- 0.87% |
$18.7K - $21K
|
59K
$2.41M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-592- 4.21% |
$21.5K - $24.1K
|
13.5K
$550K
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-600- 4.27% |
$21.8K - $24.4K
|
13.5K
$550K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-600- 41.38% |
$21.8K - $24.4K
|
850
$34.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-608- 99.84% |
$22.1K - $24.7K
|
1
$40.9
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-613- 9.67% |
$22.3K - $24.9K
|
5.72K
$234K
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-731- 11.31% |
$26.6K - $29.8K
|
5.73K
$234K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-752- 4.93% |
$27.3K - $30.6K
|
14.5K
$593K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-832- 2.21% |
$30.3K - $33.9K
|
36.8K
$1.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-840- 12.34% |
$30.5K - $34.2K
|
5.97K
$244K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-869- 2.21% |
$31.6K - $35.4K
|
38.5K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-870- 78.31% |
$31.6K - $35.4K
|
241
$9.85K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-875- 23.8% |
$31.8K - $35.6K
|
2.8K
$114K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-953- 2.28% |
$34.7K - $38.8K
|
40.9K
$1.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.1K- 14.44% |
$39.8K - $44.6K
|
6.49K
$265K
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-1.14K- 3.93% |
$41.3K - $46.2K
|
27.8K
$1.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.42K- 6.88% |
$51.5K - $57.7K
|
19.2K
$783K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-1.5K- 48.39% |
$54.5K - $61.1K
|
1.6K
$65.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.56K- 9.03% |
$56.7K - $63.5K
|
15.7K
$642K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.61K- 11.03% |
$58.7K - $65.7K
|
13K
$532K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.61K- 90.42% |
$58.7K - $65.7K
|
171
$6.99K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.64K- 12.12% |
$59.8K - $66.9K
|
11.9K
$487K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.65K- 20.2% |
$60K - $67.1K
|
6.51K
$266K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.77K- 18.61% |
$64.5K - $72.2K
|
7.76K
$317K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.9K- 15.57% |
$69.2K - $77.4K
|
10.3K
$421K
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-2.1K- 7.22% |
$76.4K - $85.5K
|
27K
$1.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.25K- 3.0% |
$81.6K - $91.4K
|
72.6K
$2.96M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.25K- 5.27% |
$81.7K - $91.5K
|
40.4K
$1.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.39K- 11.75% |
$86.9K - $97.3K
|
18K
$734K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.4K- 22.9% |
$87.3K - $97.8K
|
8.09K
$330K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.56K- 2.88% |
$93K - $104K
|
86.3K
$3.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.67K- 21.89% |
$97.1K - $109K
|
9.53K
$389K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-2.71K- 12.6% |
$98.5K - $110K
|
18.8K
$768K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-2.74K- 21.64% |
$99.8K - $112K
|
9.94K
$406K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.94K- 3.22% |
$107K - $120K
|
88.5K
$3.62M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3.04K- 52.04% |
$110K - $124K
|
2.8K
$114K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.11K- 39.01% |
$113K - $127K
|
4.86K
$199K
|