Purchases and Sales Made in Q1 2022 in Wisdomtree Emerging Markets Sm (DGS)
This table provides information about the institutional ownership of Wisdomtree Emerging Markets Sm (DGS) during Q1 2022. The information is specifically focused on institutions that hold shares of WISDOMTREE EMERGING MARKETS SM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.2KNew |
$160K - $173K
|
3.2K
$157K
|
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
3.18K+ 9.0% |
$159K - $172K
|
38.5K
$1.89M
|
|
|
Apr 29, 2022
Q1 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
2.74K+ 13.09% |
$137K - $148K
|
23.7K
$1.16M
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
2.6K+ 6.55% |
$130K - $140K
|
42.2K
$2.07M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.34K+ 9.96% |
$117K - $126K
|
25.8K
$1.27M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
1.84K+ 3.46% |
$92K - $99.4K
|
55.1K
$2.7M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.73K+ 161.66% |
$86.5K - $93.5K
|
2.81K
$138K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.62K+ 97.17% |
$80.6K - $87.1K
|
3.28K
$161K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.6K+ 167.5% |
$80K - $86.5K
|
2.56K
$126K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.56K+ 25.12% |
$78K - $84.3K
|
7.79K
$382K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.47KNew |
$73.3K - $79.2K
|
1.47K
$72K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.45K+ 7.78% |
$72.1K - $78K
|
20K
$982K
|
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.41K+ 5.19% |
$70.4K - $76.1K
|
28.6K
$1.4M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.4K+ 21.72% |
$69.7K - $75.3K
|
7.82K
$384K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.37K+ 4.47% |
$68.1K - $73.6K
|
31.9K
$1.56M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.16K+ 1.04% |
$57.9K - $62.6K
|
112K
$5.52M
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1.1KNew |
$54.9K - $59.3K
|
1.1K
$54K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
997+ 5.16% |
$49.8K - $53.8K
|
20.3K
$996K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
956New |
$47.7K - $51.6K
|
956
$46.9K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
788New |
$39.3K - $42.5K
|
788
$38.7K
|
|
|
May 10, 2022
Q1 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
772+ 2.53% |
$38.5K - $41.6K
|
31.2K
$1.53M
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
746+ 0.88% |
$37.2K - $40.2K
|
85.1K
$4.17M
|
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
680+ 0.82% |
$33.9K - $36.7K
|
83.4K
$4.09M
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
530+ 2.23% |
$26.4K - $28.6K
|
24.3K
$1.19M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
411+ 2.98% |
$20.5K - $22.2K
|
14.2K
$698K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
408+ 6.17% |
$20.4K - $22K
|
7.02K
$344K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
372+ 1.81% |
$18.6K - $20.1K
|
20.9K
$1.03M
|
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
365+ 3.95% |
$18.2K - $19.7K
|
9.62K
$472K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
320New |
$16K - $17.3K
|
320
$15.7K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
294+ 7.64% |
$14.7K - $15.9K
|
4.14K
$203K
|
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
BUY
|
- |
293+ 1.43% |
$14.6K - $15.8K
|
20.8K
$1.02M
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
284+ 6.69% |
$14.2K - $15.3K
|
4.53K
$222K
|
|
|
May 11, 2022
Q1 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
250+ 1.08% |
$12.5K - $13.5K
|
23.4K
$1.15M
|
|
|
Apr 29, 2022
Q1 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
240+ 1.23% |
$12K - $12.9K
|
19.7K
$967K
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
230+ 1.44% |
$11.5K - $12.4K
|
16.2K
$794K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
227+ 3.7% |
$11.3K - $12.2K
|
6.36K
$312K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
225+ 1.86% |
$11.2K - $12.1K
|
12.3K
$606K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
204+ 36.04% |
$10.2K - $11K
|
770
$37.8K
|
|
|
May 09, 2022
Q1 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
151New |
$7.53K - $8.15K
|
151
$7.41K
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
140+ 875.0% |
$6.99K - $7.55K
|
156
$7.65K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
114+ 325.71% |
$5.69K - $6.15K
|
149
$7.31K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
114+ 0.29% |
$5.69K - $6.15K
|
39.6K
$1.94M
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
96+ 0.78% |
$4.79K - $5.18K
|
12.5K
$611K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
95+ 3.9% |
$4.74K - $5.13K
|
2.53K
$124K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
75New |
$3.74K - $4.05K
|
75
$3.68K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
58New |
$2.89K - $3.13K
|
58
$2.85K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
54+ 0.63% |
$2.69K - $2.91K
|
8.66K
$425K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
36+ 0.26% |
$1.8K - $1.94K
|
14.1K
$690K
|
|
|
Apr 13, 2022
Q1 2022
|
Unison Advisors LLC
|
BUY
|
- |
35+ 0.04% |
$1.75K - $1.89K
|
83.1K
$4.08M
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
27New |
$1.35K - $1.46K
|
27
$1.32K
|