Purchases and Sales Made in Q1 2024 in Wisdomtree Emerging Markets Sm (DGS)
This table provides information about the institutional ownership of Wisdomtree Emerging Markets Sm (DGS) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.61K+ 29.68% |
$124K - $134K
|
11.4K
$559K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.42K+ 5.18% |
$115K - $124K
|
49.1K
$2.41M
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.11K+ 31.84% |
$100K - $108K
|
8.74K
$429K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.82K+ 1.72% |
$86.3K - $93.3K
|
107K
$5.27M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.55KNew |
$73.3K - $79.3K
|
1.55K
$75.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.11KNew |
$52.7K - $57K
|
1.11K
$54.5K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.1K+ 7.05% |
$52K - $56.2K
|
16.6K
$816K
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
1.09K+ 0.54% |
$51.5K - $55.7K
|
203K
$9.95M
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.07K+ 2.88% |
$50.6K - $54.7K
|
38.1K
$1.87M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.06K+ 1.32% |
$50.2K - $54.3K
|
81.4K
$3.99M
|
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
910+ 3.01% |
$43.2K - $46.7K
|
31.1K
$1.53M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
909+ 1.9% |
$43.1K - $46.6K
|
48.7K
$2.39M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
854+ 67.3% |
$40.5K - $43.8K
|
2.12K
$104K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
849+ 0.3% |
$40.3K - $43.6K
|
286K
$14M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
849+ 4.1% |
$40.3K - $43.6K
|
21.6K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
826+ 0.65% |
$39.2K - $42.4K
|
129K
$6.31M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
798+ 1.05% |
$37.9K - $40.9K
|
76.8K
$3.77M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
775New |
$36.8K - $39.8K
|
775
$38K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
668+ 2.93% |
$31.7K - $34.3K
|
23.5K
$1.15M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
558+ 1.53% |
$26.5K - $28.6K
|
36.9K
$1.81M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
555New |
$26.3K - $28.5K
|
555
$27.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
538+ 2.1% |
$25.5K - $27.6K
|
26.1K
$1.28M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
500+ 10.13% |
$23.7K - $25.7K
|
5.43K
$267K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
478New |
$22.7K - $24.5K
|
478
$23.5K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
477New |
$22.6K - $24.5K
|
477
$23.4K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
447+ 1.28% |
$21.2K - $22.9K
|
35.5K
$1.74M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
424+ 1.41% |
$20.1K - $21.8K
|
30.4K
$1.49M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
423+ 0.88% |
$20.1K - $21.7K
|
48.5K
$2.38M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
405New |
$19.2K - $20.8K
|
405
$19.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
395+ 3.91% |
$18.7K - $20.3K
|
10.5K
$514K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
347New |
$16.5K - $17.8K
|
347
$17K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
337+ 3.61% |
$16K - $17.3K
|
9.67K
$475K
|
|
|
Apr 24, 2024
Q1 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
313+ 0.13% |
$14.9K - $16.1K
|
234K
$11.5M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
300+ 17.76% |
$14.2K - $15.4K
|
1.99K
$97.6K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
293New |
$13.9K - $15K
|
293
$14.4K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
272+ 9.55% |
$12.9K - $14K
|
3.12K
$153K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
250New |
$11.9K - $12.8K
|
250
$12.3K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
245+ 0.12% |
$11.6K - $12.6K
|
203K
$9.97M
|
|
|
Apr 17, 2024
Q1 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
214+ 3.64% |
$10.2K - $11K
|
6.1K
$299K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
203+ 2.42% |
$9.63K - $10.4K
|
8.6K
$422K
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
188+ 0.44% |
$8.92K - $9.65K
|
43.4K
$2.13M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
158+ 0.39% |
$7.5K - $8.11K
|
40.6K
$1.99M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
135+ 1.43% |
$6.41K - $6.93K
|
9.6K
$471K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
125New |
$5.93K - $6.41K
|
125
$6.13K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
115+ 12.04% |
$5.46K - $5.9K
|
1.07K
$52.5K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
99+ 0.88% |
$4.7K - $5.08K
|
11.3K
$555K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
95+ 90.48% |
$4.51K - $4.87K
|
200
$9.81K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
81+ 0.57% |
$3.84K - $4.16K
|
14.2K
$696K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
57+ 0.16% |
$2.7K - $2.92K
|
36.8K
$1.81M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
50New |
$2.37K - $2.57K
|
50
$2.45K
|