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
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.52K- 0.49% |
$128K - $143K
|
714K
$29.2M
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.83K- 40.14% |
$139K - $156K
|
5.71K
$233K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.22K- 1.62% |
$153K - $172K
|
256K
$10.4M
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.38K- 22.52% |
$159K - $178K
|
15.1K
$615K
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.39K- 3.61% |
$160K - $179K
|
117K
$4.79M
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
SELL
|
- |
-4.53K- 7.64% |
$165K - $184K
|
54.7K
$2.23M
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.68K- 25.02% |
$170K - $190K
|
14K
$573K
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-5.03K- 13.55% |
$183K - $205K
|
32.1K
$1.31M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.11K- 4.23% |
$186K - $208K
|
116K
$4.73M
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.45K- 20.22% |
$198K - $222K
|
21.5K
$878K
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-5.85K- 22.0% |
$213K - $238K
|
20.7K
$847K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.04K- 9.05% |
$220K - $246K
|
60.8K
$2.48M
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-6.12K- 91.07% |
$223K - $249K
|
600
$24.5K
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-6.63K- 8.46% |
$241K - $270K
|
71.7K
$2.93M
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.77K- 98.53% |
$246K - $275K
|
101
$4.13K
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.78K- 2.68% |
$246K - $276K
|
247K
$10.1M
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-6.81K- 21.27% |
$247K - $277K
|
25.2K
$1.03M
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-7.96K- 54.42% |
$289K - $324K
|
6.67K
$272K
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-9.07K- 38.73% |
$330K - $369K
|
14.4K
$586K
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.16K- 17.3% |
$333K - $373K
|
43.8K
$1.79M
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-9.7K- 9.32% |
$353K - $395K
|
94.4K
$3.86M
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.85K- 13.74% |
$358K - $401K
|
61.8K
$2.52M
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11.4K- 43.59% |
$414K - $464K
|
14.7K
$603K
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-12K- 5.3% |
$436K - $488K
|
214K
$8.75M
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-13.7K- 32.29% |
$499K - $559K
|
28.8K
$1.18M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.1K- 30.02% |
$584K - $654K
|
37.4K
$1.53M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16.1K- 0.3% |
$585K - $655K
|
5.42M
$221M
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-16.4K- 15.47% |
$595K - $666K
|
89.3K
$3.65M
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18.5K- 8.03% |
$672K - $752K
|
212K
$8.65M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-19.3K- 5.33% |
$702K - $786K
|
343K
$14M
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-20.9K- 36.37% |
$758K - $849K
|
36.5K
$1.49M
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-21.3K- 18.68% |
$775K - $867K
|
92.7K
$3.79M
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-23.7K- 42.53% |
$862K - $965K
|
32K
$1.31M
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-27.2K- 5.92% |
$987K - $1.11M
|
432K
$17.6M
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-28.5K- 51.04% |
$1.04M - $1.16M
|
27.4K
$1.12M
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-29.1K- 9.88% |
$1.06M - $1.18M
|
265K
$10.8M
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-30.4K- 5.37% |
$1.11M - $1.24M
|
535K
$21.9M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.4K- 12.31% |
$1.32M - $1.48M
|
259K
$10.6M
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-39.1K- 24.46% |
$1.42M - $1.59M
|
121K
$4.93M
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-43.8K- 7.3% |
$1.59M - $1.78M
|
556K
$22.7M
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-51.6K- 6.46% |
$1.88M - $2.1M
|
747K
$30.5M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-57.4K- 14.25% |
$2.09M - $2.34M
|
346K
$14.1M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-81.3K- 4.63% |
$2.96M - $3.31M
|
1.68M
$68.5M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-81.6K- 1.22% |
$2.97M - $3.32M
|
6.63M
$271M
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-130K- 78.46% |
$4.72M - $5.28M
|
35.6K
$1.45M
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-139K- 79.24% |
$5.05M - $5.65M
|
36.4K
$1.49M
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-161K- 2.37% |
$5.86M - $6.56M
|
6.63M
$271M
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-180K- 98.41% |
$6.54M - $7.32M
|
2.9K
$118K
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-336K- 37.37% |
$12.2M - $13.7M
|
563K
$23M
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-657K- 84.11% |
$23.9M - $26.7M
|
124K
$5.07M
|