Purchases and Sales Made in Q2 2024 in Wisdomtree Tr Emerging Mkts Hi (DEM)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Hi (DEM) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
638+ 0.49% |
$26.1K - $28.5K
|
130K
$5.36M
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
620+ 1.71% |
$25.4K - $27.7K
|
36.9K
$1.52M
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
588+ 89.5% |
$24.1K - $26.2K
|
1.25K
$51.3K
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
497+ 10.22% |
$20.3K - $22.2K
|
5.36K
$221K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
482+ 1.17% |
$19.7K - $21.5K
|
41.7K
$1.72M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
407+ 2.74% |
$16.7K - $18.2K
|
15.3K
$628K
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
385+ 1.53% |
$15.8K - $17.2K
|
25.5K
$1.05M
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
381+ 1.06% |
$15.6K - $17K
|
36.4K
$1.5M
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
339+ 1.93% |
$13.9K - $15.1K
|
17.9K
$737K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
267+ 0.38% |
$10.9K - $11.9K
|
71.4K
$2.94M
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
260New |
$10.6K - $11.6K
|
260
$10.7K
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
250+ 8.62% |
$10.2K - $11.2K
|
3.15K
$130K
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
218New |
$8.92K - $9.72K
|
218
$8.98K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
215+ 0.48% |
$8.8K - $9.59K
|
45.1K
$1.86M
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
213+ 1.53% |
$8.72K - $9.5K
|
14.1K
$583K
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
198+ 1.24% |
$8.1K - $8.83K
|
16.2K
$665K
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
184+ 2.4% |
$7.53K - $8.21K
|
7.84K
$323K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
177+ 0.62% |
$7.24K - $7.89K
|
28.7K
$1.18M
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
155+ 2.64% |
$6.34K - $6.91K
|
6.03K
$248K
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
117+ 1.74% |
$4.79K - $5.22K
|
6.85K
$282K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
110+ 1.07% |
$4.5K - $4.91K
|
10.4K
$428K
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
101New |
$4.13K - $4.5K
|
101
$4.16K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
92New |
$3.77K - $4.1K
|
92
$3.79K
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
92+ 1.64% |
$3.77K - $4.1K
|
5.69K
$234K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
88+ 11.92% |
$3.6K - $3.92K
|
826
$34K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
69+ 2.2% |
$2.82K - $3.08K
|
3.2K
$132K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
68+ 1.26% |
$2.78K - $3.03K
|
5.47K
$225K
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
40+ 0.57% |
$1.64K - $1.78K
|
7.08K
$292K
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
37+ 0.73% |
$1.51K - $1.65K
|
5.13K
$211K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
27+ 0.81% |
$1.11K - $1.2K
|
3.36K
$138K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
12+ 0.13% |
$491 - $535
|
9.55K
$393K
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
11+ 0.19% |
$450 - $491
|
5.89K
$242K
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
9+ 0.14% |
$368 - $401
|
6.42K
$264K
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
8New |
$327 - $357
|
8
$330
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
7+ 1.59% |
$287 - $312
|
447
$18.4K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 1.54% |
$205 - $223
|
330
$13.6K
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5New |
$205 - $223
|
5
$206
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4+ 0.05% |
$164 - $178
|
8.43K
$347K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
4+ 0.07% |
$164 - $178
|
5.65K
$233K
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2+ 1.43% |
$81.9 - $89.2
|
142
$5.85K
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 1.64% |
$81.9 - $89.2
|
124
$5.11K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$81.9 - $89.2
|
2
$82.4
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1+ 2.94% |
$40.9 - $44.6
|
35
$1.44K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7- 3.08% |
$287 - $312
|
220
$9.06K
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-17- 0.16% |
$696 - $758
|
10.5K
$433K
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-25- 8.45% |
$1.02K - $1.12K
|
271
$11.2K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-37- 2.36% |
$1.51K - $1.65K
|
1.53K
$63.1K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-40- 0.26% |
$1.64K - $1.78K
|
15.1K
$620K
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-40- 5.03% |
$1.64K - $1.78K
|
755
$31.1K
|