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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.9K- 9.92% |
$90.2K - $97.6K
|
17.3K
$847K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.05K- 2.89% |
$97.2K - $105K
|
68.8K
$3.38M
|
|
|
Apr 16, 2024
Q1 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-2.16K- 6.62% |
$102K - $111K
|
30.5K
$1.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2.25K- 1.84% |
$107K - $115K
|
120K
$5.89M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.32K- 5.66% |
$110K - $119K
|
38.6K
$1.89M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.47K- 17.99% |
$117K - $127K
|
11.2K
$552K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-2.58K- 16.72% |
$123K - $133K
|
12.9K
$632K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.84K- 11.53% |
$135K - $146K
|
21.8K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.05K- 13.85% |
$145K - $157K
|
19K
$931K
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-3.22K- 14.29% |
$153K - $165K
|
19.3K
$948K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.22K- 36.87% |
$153K - $165K
|
5.52K
$271K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.27K- 2.06% |
$155K - $168K
|
155K
$7.62M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.42K- 19.35% |
$162K - $176K
|
14.3K
$700K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3.5K- 56.45% |
$166K - $180K
|
2.7K
$132K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-3.55K- 1.75% |
$169K - $182K
|
200K
$9.79M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.96K- 7.24% |
$188K - $203K
|
50.7K
$2.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.55K- 7.29% |
$216K - $233K
|
57.8K
$2.84M
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-4.64K- 8.94% |
$220K - $238K
|
47.3K
$2.32M
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-4.93K- 7.94% |
$234K - $253K
|
57.1K
$2.8M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.5K- 9.77% |
$261K - $282K
|
50.7K
$2.49M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-6.04K- 2.96% |
$286K - $310K
|
198K
$9.71M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.17K- 20.59% |
$293K - $316K
|
23.8K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.93K- 42.88% |
$329K - $356K
|
9.23K
$453K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.94K- 32.75% |
$424K - $459K
|
18.4K
$900K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-12.7K- 52.37% |
$605K - $654K
|
11.6K
$569K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-15.3K- 69.45% |
$724K - $783K
|
6.71K
$329K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.9K- 1.39% |
$849K - $918K
|
1.27M
$62.4M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-18.4K- 5.96% |
$873K - $944K
|
290K
$14.2M
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-21.1K- 85.43% |
$1M - $1.08M
|
3.61K
$177K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-23K- 5.58% |
$1.09M - $1.18M
|
389K
$19.1M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-25.3K- 3.7% |
$1.2M - $1.3M
|
658K
$32.3M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-26.4K- 59.96% |
$1.25M - $1.36M
|
17.7K
$866K
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-58.6K- 13.11% |
$2.78M - $3.01M
|
388K
$19.1M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
SELL
|
- |
-119K- 30.3% |
$5.67M - $6.13M
|
275K
$13.5M
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-184K- 66.85% |
$8.72M - $9.43M
|
91.1K
$4.47M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-8.75M- 99.14% |
$415M - $449M
|
75.8K
$3.72M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.7M- 29.54% |
$460M - $498M
|
23.1M
$1.13B
|