Latest Institutional Transactions on Wisdomtree Tr Emerging Mkts Hi (DEM)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Emerging Mkts Hi (DEM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 15, 2020
Q2 2020
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-15.2KClosed |
$476K - $591K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$29 - $46.7
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-9.51KClosed |
$276K - $444K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-3.44KClosed |
$99.9K - $161K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-459Closed |
$13.3K - $21.4K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-12Closed |
$348 - $560
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Gen Trust, LLC
|
SELL
|
- |
-10.7KClosed |
$311K - $501K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-6.05KClosed |
$176K - $282K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-80Closed |
$2.32K - $3.73K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-27KClosed |
$783K - $1.26M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-14.1KClosed |
$409K - $657K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-305Closed |
$8.86K - $14.2K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.06KClosed |
$59.9K - $96.3K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-500Closed |
$14.5K - $23.3K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.9KClosed |
$142K - $229K
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-4.82KClosed |
$140K - $225K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-6.51KClosed |
$189K - $304K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-16Closed |
$465 - $747
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-175KClosed |
$5.08M - $8.17M
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-8.07KClosed |
$234K - $376K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-6.35KClosed |
$184K - $296K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.08KClosed |
$148K - $237K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-807Closed |
$23.4K - $37.7K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Sheets Smith Wealth Management
|
SELL
|
- |
-12.9KClosed |
$374K - $601K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-28.3KClosed |
$821K - $1.32M
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Well Done, LLC
|
SELL
|
- |
-4.47KClosed |
$130K - $208K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-103KClosed |
$3M - $4.82M
|
0
$0
|
|
Apr 14, 2020
Q1 2020
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-128Closed |
$3.72K - $5.98K
|
0
$0
|
|
Apr 07, 2020
Q1 2020
|
Parkside Advisors LLC
|
SELL
|
- |
-37.5KClosed |
$1.09M - $1.75M
|
0
$0
|
|
Apr 07, 2020
Q1 2020
|
Financial Services Advisory Inc
|
SELL
|
- |
-26.2KClosed |
$760K - $1.22M
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-80.1KClosed |
$3.27M - $3.67M
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
SELL
|
- |
-350Closed |
$14.3K - $16K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
435New |
$17.8K - $19.9K
|
435
$17.9K
|
|
Feb 07, 2020
Q4 2019
|
Citizens Financial Group Inc
|
SELL
|
- |
-220Closed |
$8.98K - $10.1K
|
0
$0
|
|
Feb 05, 2020
Q4 2019
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1KClosed |
$40.8K - $45.8K
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-8.1KClosed |
$331K - $371K
|
0
$0
|
|
Q3 2019 | |||||||
Jan 08, 2024
Q3 2019
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1MClosed |
$41.2M - $43.8M
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-9.65KClosed |
$398K - $423K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Pointe Capital Management LLC
|
SELL
|
- |
-5.97KClosed |
$246K - $261K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-279Closed |
$11.5K - $12.2K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-26.8KClosed |
$1.1M - $1.17M
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-23Closed |
$948 - $1.01K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-93.2KClosed |
$3.84M - $4.08M
|
0
$0
|
|
Nov 07, 2019
Q3 2019
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.15KClosed |
$253K - $269K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-274Closed |
$11.3K - $12K
|
0
$0
|
|
Oct 23, 2019
Q3 2019
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-164Closed |
$6.76K - $7.19K
|
0
$0
|
|
Oct 22, 2019
Q3 2019
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-485Closed |
$20K - $21.3K
|
0
$0
|
|
Oct 18, 2019
Q3 2019
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-840Closed |
$34.6K - $36.8K
|
0
$0
|
|
Oct 16, 2019
Q3 2019
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-4.54KClosed |
$187K - $199K
|
0
$0
|
|
Oct 16, 2019
Q3 2019
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.08KClosed |
$44.6K - $47.4K
|
0
$0
|