Who owns WisdomTree Emerging Markets Eq?
- Ticker: DEM
- CUSIP Number: 97717W315
Tip: Access positions for across all investors
Analyze quarterly positions in WisdomTree Emerging Markets Eq with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold WisdomTree Emerging Markets Eq this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Morgan Stanley | 6.8M | $294M | 3% | Jun 2024 |
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Bank of America Corporation | 5.7M | $250M | 3% | Sep 2024 |
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Wells Fargo & Company | 3.0M | $131M | 2% | Sep 2024 |
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Creative Planning | 2.2M | $97M | -3% | Sep 2024 |
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LPL Financial | 2.2M | $96M | 1% | Sep 2024 |
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Envestnet Asset Management | 1.4M | $63M | 10% | Sep 2024 |
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Kestra Investment Management | 1.0M | $45M | 5% | Sep 2024 |
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Arden Trust | 894k | $39M | 28% | Jun 2024 |
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CWM | 663k | $29M | -2% | Sep 2024 |
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Commonwealth Equity Services | 639k | $28M | 17% | Sep 2024 |
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Royal Bank of Canada | 607k | $27M | 6% | Sep 2024 |
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Jpmorgan Chase & Co | 606k | $27M | 2% | Sep 2024 |
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Captrust Financial Advisors | 473k | $21M | -1% | Sep 2024 |
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Aspiriant | 466k | $21M | -5% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 437k | $19M | -2% | Sep 2024 |
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Stifel Financial | 417k | $18M | 1% | Jun 2024 |
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Assetmark | 375k | $17M | -3% | Sep 2024 |
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Signature Estate and Investment Advisors | 374k | $16M | 1% | Sep 2024 |
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Mercer Global Advisors | 372k | $16M | 8% | Jun 2024 |
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Raymond James & Associates | 355k | $16M | 1% | Sep 2024 |
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Cetera Investment Advisers | 347k | $15M | -4% | Jun 2024 |
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Wealth Enhancement Advisory Services | 320k | $14M | -5% | Jun 2024 |
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Linscomb & Williams | 290k | $13M | -1% | Sep 2024 |
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Miracle Mile Advisors | 287k | $13M | -13% | Sep 2024 |
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M^T Bank Corporation | 269k | $12M | 5% | Sep 2024 |
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Eagle Strategies | 260k | $12M | 3045% | Sep 2024 |
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TMD Wealth Management | 252k | $11M | 4% | Jun 2024 |
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Alliancebernstein | 224k | $9.7M | 7% | Jun 2024 |
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Huntington National Bank | 206k | $9.1M | 396% | Sep 2024 |
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Canandaigua National Bank and Trust Company | 193k | $8.5M | 4% | Sep 2024 |
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Cornerstone Wealth Group | 189k | $8.3M | 0% | Sep 2024 |
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Raymond James Financial Services Advisors | 183k | $8.0M | 0% | Sep 2024 |
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Baker Avenue Asset Management | 182k | $8.0M | 7% | Sep 2024 |
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H D Vest Advisory Services | 177k | $7.6M | -37% | Jun 2024 |
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Mariner Wealth Advisors | 176k | $7.8M | 100% | Sep 2024 |
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Kestra Advisory Services | 168k | $7.4M | -50% | Sep 2024 |
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Cascade Financial Partners | 154k | $6.7M | 1% | Sep 2024 |
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Private Wealth Advisors | 140k | $6.2M | -30% | Sep 2024 |
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D.A. Davidson & Co. | 131k | $5.7M | 0% | Jun 2024 |
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Orion Portfolio Solutions | 130k | $5.7M | 1% | Sep 2024 |
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Clayton Financial Group | 129k | $5.7M | 25% | Sep 2024 |
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ValMark Advisers | 129k | $5.7M | 58% | Sep 2024 |
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Advisor Group Holdings | 127k | $5.6M | -47% | Sep 2024 |
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Chevoit Value Management | 120k | $5.2M | -5% | Jun 2024 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 117k | $5.2M | 3% | Sep 2024 |
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Brian McDonald | 117k | $5.1M | 4% | Sep 2024 |
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Financial Partners Group | 116k | $5.1M | 10% | Sep 2024 |
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Colony | 107k | $4.7M | 4% | Sep 2024 |
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Williams Financial | 100k | $4.4M | 4% | Sep 2024 |
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Old Mission Capital | 94k | $4.1M | 156% | Jun 2024 |
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Apeiron RIA | 75k | $3.3M | -1% | Jun 2024 |
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Sanctuary Advisors | 74k | $3.1M | -7% | Sep 2024 |
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Td Private Client Wealth | 73k | $3.2M | 20% | Sep 2024 |
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Steward Partners Investment Advisory | 71k | $3.1M | 0% | Jun 2024 |
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Advisory Services Network | 71k | $3.1M | 0% | Sep 2024 |
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Bridge Advisory | 70k | $3.1M | -2% | Sep 2024 |
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Custom Index Systems | 59k | $2.6M | 0% | Sep 2024 |
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All Season Financial Advisors | 58k | $2.5M | -33% | Sep 2024 |
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Mml Investors Services | 57k | $2.5M | 15% | Sep 2024 |
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Old Port Advisors | 56k | $2.4M | -26% | Sep 2024 |
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Greenleaf Trust | 54k | $2.4M | 1% | Sep 2024 |
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Beacon Financial | 52k | $2.3M | -2% | Sep 2024 |
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CI Private Wealth | 48k | $2.1M | 16% | Sep 2024 |
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Equitable Holdings | 48k | $2.1M | -19% | Jun 2024 |
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Arbor Trust Wealth Advisors | 48k | $2.1M | 0% | Sep 2024 |
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Rockefeller Capital Management | 45k | $2.0M | 0% | Jun 2024 |
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IFP Advisors | 45k | $1.9M | 3% | Jun 2024 |
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Newbridge Financial Services Group | 45k | $2.0M | 5% | Sep 2024 |
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HighTower Advisors | 44k | $1.9M | 28% | Jun 2024 |
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Endowment Wealth Management | 44k | $1.9M | 63% | Sep 2024 |
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Dynamic Advisors Solutions | 42k | $1.8M | -50% | Sep 2024 |
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Carnick & Kubik | 42k | $1.8M | 100% | Sep 2024 |
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Koshinski Asset Management | 40k | $1.8M | 5% | Sep 2024 |
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Bnp Paribas | 40k | $1.8M | 11% | Sep 2024 |
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WealthPlan Investment Management | 40k | $1.8M | 100% | Sep 2024 |
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J.w. Cole Advisors | 40k | $1.7M | 6% | Sep 2024 |
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Qube Research & Technologies | 38k | $1.7M | -59% | Jun 2024 |
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Cambridge Investment Research Advisors | 38k | $1.7M | 0% | Sep 2024 |
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Mirador Capital Partners | 37k | $1.6M | 2% | Sep 2024 |
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Kades & Cheifetz | 37k | $1.6M | 0% | Sep 2024 |
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Moody National Bank Trust Division | 37k | $1.6M | 2% | Sep 2024 |
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Regal Investment Advisors | 37k | $1.6M | -3% | Sep 2024 |
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Ffg Retirement Advisors | 36k | $1.6M | 0% | Sep 2024 |
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PFG Advisors | 33k | $1.5M | 7% | Sep 2024 |
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Evanson Asset Management | 33k | $1.5M | -6% | Sep 2024 |
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First City Capital Management | 32k | $1.4M | -2% | Sep 2024 |
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Stratos Wealth Partners | 31k | $1.4M | 7% | Sep 2024 |
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CX Institutional | 29k | $1.3M | 3% | Sep 2024 |
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Grayhawk Investment Strategies | 29k | $1.3M | 100% | Sep 2024 |
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Drive Wealth Management | 29k | $1.3M | 3% | Sep 2024 |
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Northern Trust | 28k | $1.2M | 428% | Sep 2024 |
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Canandaigua National Trust Co of Florida | 28k | $1.2M | 100% | Sep 2024 |
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Investors Research Corp | 26k | $1.1M | 49% | Sep 2024 |
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Advisor Resource Council | 26k | $1.1M | 93% | Sep 2024 |
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CFG Asset Management | 26k | $1.1M | 0% | Sep 2024 |
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Islay Capital Management | 24k | $1.1M | 0% | Sep 2024 |
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JNBA Financial Advisors | 23k | $1.0M | -23% | Sep 2024 |
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Darren Munn | 22k | $959k | -16% | Sep 2024 |
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Western Wealth Management | 22k | $958k | 26% | Sep 2024 |
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First American Trust | 21k | $938k | -3% | Sep 2024 |
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Summit Wealth Partners | 21k | $927k | 10% | Sep 2024 |
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Susquehanna International | 21k | $902k | -92% | Sep 2024 |
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ERn Financial | 20k | $895k | 35% | Sep 2024 |
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Jane Street | 20k | $856k | 100% | Sep 2024 |
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Bank of New York Mellon | 19k | $849k | -54% | Sep 2024 |
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Wealthcare Advisory Partners | 19k | $837k | 3% | Sep 2024 |
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Next Level Private | 19k | $829k | 5% | Sep 2024 |
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Goss Wealth Management | 19k | $807k | 10792% | Jun 2024 |
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MBA Advisors | 19k | $818k | -1% | Sep 2024 |
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Element Wealth | 18k | $792k | 5% | Sep 2024 |
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Brandywine Oak Private Wealth | 18k | $777k | 0% | Sep 2024 |
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Blueprint Investment Partners | 18k | $771k | 100% | Sep 2024 |
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Axxcess Wealth Management | 16k | $723k | -2% | Sep 2024 |
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Northcape Wealth Management | 16k | $711k | 0% | Sep 2024 |
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Financial Engines Advisors L.L.C | 16k | $709k | -1% | Sep 2024 |
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Atria Wealth Solutions | 16k | $708k | 6% | Sep 2024 |
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Trustmark National Bank - Trust Department | 16k | $696k | -11% | Sep 2024 |
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Total Clarity Wealth Management | 15k | $656k | 4% | Sep 2024 |
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Citigroup | 15k | $655k | -1% | Sep 2024 |
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Congress Wealth Management LLC / DE / | 15k | $652k | 100% | Sep 2024 |
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Romano Brothers And Company | 15k | $645k | -2% | Sep 2024 |
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WCG Wealth Advisors | 15k | $644k | 100% | Sep 2024 |
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Invenio Wealth Partners | 15k | $633k | -3% | Jun 2024 |
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Private Advisor | 14k | $628k | -31% | Sep 2024 |
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Mission Wealth Management | 14k | $614k | 0% | Sep 2024 |
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BancorpSouth Bank | 14k | $602k | -3% | Sep 2024 |
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Beacon Pointe Advisors | 13k | $585k | 0% | Sep 2024 |
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Precedent Wealth Partners | 13k | $578k | -5% | Sep 2024 |
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Fernwood Investment Management | 13k | $575k | -1% | Sep 2024 |
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Able Wealth Management | 12k | $545k | -5% | Sep 2024 |
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Gyl Financial Synergies | 12k | $539k | 0% | Sep 2024 |
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BluePointe Capital Management | 12k | $538k | -29% | Sep 2024 |
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Rathbones Brothers | 12k | $524k | 37% | Jun 2024 |
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Montecito Bank & Trust | 12k | $529k | 0% | Sep 2024 |
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Citadel Advisors | 12k | $527k | 126% | Sep 2024 |
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Wealthfront Advisers | 12k | $525k | 9% | Sep 2024 |
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Nbc Securities | 12k | $514k | 22% | Sep 2024 |
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Larson Financial Group | 12k | $509k | -5% | Sep 2024 |
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CIBC World Markets | 11k | $497k | -10% | Sep 2024 |
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Park Avenue Securities | 11k | $496k | -23% | Sep 2024 |
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Clarity Capital Partners | 11k | $486k | -16% | Sep 2024 |
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Perigon Wealth Management | 11k | $484k | 100% | Sep 2024 |
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Altfest L J & Co | 11k | $476k | -5% | Sep 2024 |
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Visionary Horizons | 11k | $464k | 0% | Sep 2024 |
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Rockingstone Advisors | 11k | $460k | 2% | Sep 2024 |
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Sowell Financial Services | 10k | $460k | 0% | Sep 2024 |
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Apollon Wealth Management | 10k | $447k | -2% | Sep 2024 |
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Money Concepts Capital Corp | 9.9k | $437k | -8% | Sep 2024 |
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Bsc Private Wealth Management | 9.9k | $436k | 0% | Sep 2024 |
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Zrc Wealth Management | 9.8k | $432k | -7% | Sep 2024 |
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Buckingham Strategic Partners | 9.7k | $425k | -31% | Sep 2024 |
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HPM Partners | 9.3k | $410k | -6% | Sep 2024 |
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Oarsman Capital | 8.7k | $385k | -12% | Sep 2024 |
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Sharper & Granite | 8.1k | $355k | -21% | Sep 2024 |
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National Bank Of Canada /fi/ | 8.0k | $354k | -23% | Sep 2024 |
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Pensionmark Financial Group | 7.9k | $348k | -34% | Sep 2024 |
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Integrated Wealth Concepts | 5.1k | $224k | -90% | Sep 2024 |
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My Legacy Advisors | 5.0k | $222k | -62% | Sep 2024 |
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Who sold out of WisdomTree Emerging Markets Eq?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Janney Montgomery Scott | Jun 2024 | 70k | $3.0M |
Feltz Wealth PLAN | Jun 2024 | 40k | $1.7M |
Janney Capital Management | Jun 2024 | 37k | $1.6M |
Birchcreek Wealth Management | Jun 2024 | 15k | $663k |
GSA Capital Partners | Jun 2024 | 13k | $568k |
Babson Capital Management | Jun 2024 | 10k | $436k |