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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
34+ 0.27% |
$1.61K - $1.74K
|
12.6K
$620K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
27New |
$1.28K - $1.39K
|
27
$1.32K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
26+ 0.56% |
$1.23K - $1.33K
|
4.68K
$230K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
17+ 0.35% |
$807 - $872
|
4.92K
$242K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
16New |
$759 - $821
|
16
$785
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8New |
$380 - $410
|
8
$392
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7New |
$332 - $359
|
7
$343
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 23.08% |
$285 - $308
|
32
$1.57K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
6+ 0.1% |
$285 - $308
|
6.25K
$306K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3+ 0.07% |
$142 - $154
|
4.28K
$210K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2+ 0.04% |
$94.9 - $103
|
5.07K
$249K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2New |
$94.9 - $103
|
2
$98.1
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2New |
$94.9 - $103
|
2
$98.1
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.03% |
$47.5 - $51.3
|
3.15K
$155K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1+ 0.02% |
$47.5 - $51.3
|
5.79K
$284K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1New |
$47.5 - $51.3
|
1
$49.1
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$47.5 - $51.3
|
12.3K
$603K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.11% |
$47.5 - $51.3
|
945
$46.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-10- 0.19% |
$475 - $513
|
5.2K
$255K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-16- 0.22% |
$759 - $821
|
7.34K
$360K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-38- 0.37% |
$1.8K - $1.95K
|
10.3K
$507K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-40- 0.14% |
$1.9K - $2.05K
|
28.8K
$1.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-66- 0.47% |
$3.13K - $3.39K
|
13.9K
$684K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-169- 0.56% |
$8.02K - $8.67K
|
30.1K
$1.48M
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-185- 3.58% |
$8.78K - $9.49K
|
4.98K
$244K
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-198- 2.86% |
$9.4K - $10.2K
|
6.72K
$330K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-217- 1.73% |
$10.3K - $11.1K
|
12.3K
$605K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-219- 2.37% |
$10.4K - $11.2K
|
9.04K
$443K
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-245- 1.48% |
$11.6K - $12.6K
|
16.3K
$799K
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-250- 3.12% |
$11.9K - $12.8K
|
7.77K
$381K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-383- 1.49% |
$18.2K - $19.7K
|
25.3K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-506- 3.62% |
$24K - $26K
|
13.5K
$660K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-507- 15.92% |
$24.1K - $26K
|
2.68K
$131K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-511- 23.8% |
$24.2K - $26.2K
|
1.64K
$80.3K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-528- 11.78% |
$25.1K - $27.1K
|
3.95K
$194K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-571- 2.73% |
$27.1K - $29.3K
|
20.3K
$997K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-591- 2.31% |
$28K - $30.3K
|
25K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-966- 67.18% |
$45.8K - $49.6K
|
472
$23.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-975- 4.3% |
$46.3K - $50K
|
21.7K
$1.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-1.03K- 12.36% |
$48.7K - $52.7K
|
7.29K
$357K
|
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-1.06K- 12.11% |
$50.3K - $54.4K
|
7.69K
$377K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.06K- 12.76% |
$50.5K - $54.6K
|
7.28K
$357K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.15K- 1.82% |
$54.7K - $59.2K
|
62.2K
$3.05M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.24K- 80.17% |
$58.7K - $63.5K
|
306
$15K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.38K- 6.17% |
$65.7K - $71K
|
21K
$1.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.58K- 7.91% |
$74.9K - $81K
|
18.4K
$902K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.66K- 8.69% |
$78.7K - $85.1K
|
17.4K
$854K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.81K- 23.2% |
$85.8K - $92.8K
|
5.99K
$294K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.82K- 8.2% |
$86.1K - $93.1K
|
20.3K
$997K
|