Purchases and Sales Made in Q2 2023 in Wisdomtree Emerging Markets Sm (DGS)

DGS Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Emerging Markets Sm (DGS) during Q2 2023. 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
Aug 03, 2023 Q2 2023
Addison Advisors LLC

BUY
 -
1.13K
+ 3.21%
$50.8K - $54.7K
36.2K $1.78M
Jul 26, 2023 Q2 2023
Pinnacle Associates LTD

BUY
 -
1.1K
+ 2.07%
$49.7K - $53.5K
54.3K $2.66M
Jul 14, 2023 Q2 2023
My Legacy Advisors, LLC

BUY
 -
1.05K
+ 8.22%
$47.2K - $50.8K
13.8K $675K
Aug 07, 2023 Q2 2023
Betterment LLC

New York, NY
BUY
 -
992
+ 6.01%
$44.8K - $48.2K
17.5K $859K
Aug 11, 2023 Q2 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
823
+ 2.18%
$37.2K - $40K
38.6K $1.89M
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
779
+ 2.51%
$35.2K - $37.9K
31.8K $1.56M
Aug 10, 2023 Q2 2023
Moran Wealth Management, LLC

Naples, FL
BUY
 -
729
+ 16.67%
$32.9K - $35.4K
5.1K $250K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
655
+ 93.3%
$29.6K - $31.8K
1.36K $66.6K
Aug 07, 2023 Q2 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
575
+ 4.08%
$26K - $27.9K
14.7K $720K
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
535
New
$24.2K - $26K
535 $26.2K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
494
+ 0.49%
$22.3K - $24K
102K $4.99M
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
435
New
$19.6K - $21.1K
435 $21.3K
Aug 08, 2023 Q2 2023
Claro Advisors LLC

Boston, MA
BUY
 -
382
+ 8.29%
$17.2K - $18.6K
4.99K $245K
Aug 14, 2023 Q2 2023
Boston Family Office LLC

Boston, MA
BUY
 -
369
+ 1.57%
$16.7K - $17.9K
23.9K $1.17M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
332
+ 1.27%
$15K - $16.1K
26.5K $1.3M
Jul 20, 2023 Q2 2023
Ffg Retirement Advisors LLC

Centennial, CO
BUY
 -
293
+ 0.98%
$13.2K - $14.2K
30.3K $1.49M
Jul 19, 2023 Q2 2023
Leavell Investment Management, Inc.

BUY
 -
240
+ 3.13%
$10.8K - $11.7K
7.9K $388K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
238
+ 0.66%
$10.7K - $11.6K
36.3K $1.78M
Aug 11, 2023 Q2 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
211
+ 0.28%
$9.53K - $10.3K
75.5K $3.7M
Jul 28, 2023 Q2 2023
Waterfront Wealth Inc.

BUY
 -
157
+ 0.74%
$7.09K - $7.63K
21.3K $1.04M
Aug 09, 2023 Q2 2023
Nwam LLC

Mercer Island, WA
BUY
 -
147
+ 2.44%
$6.64K - $7.14K
6.17K $303K
Aug 11, 2023 Q2 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
120
+ 0.05%
$5.42K - $5.83K
237K $11.6M
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
105
+ 2.7%
$4.74K - $5.1K
3.99K $196K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
100
New
$4.52K - $4.86K
100 $4.91K
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
98
+ 0.14%
$4.42K - $4.76K
72.2K $3.54M
Aug 03, 2023 Q2 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
93
+ 1.96%
$4.2K - $4.52K
4.84K $237K
Jul 28, 2023 Q2 2023
Alpha Omega Wealth Management LLC

BUY
 -
83
+ 0.17%
$3.75K - $4.03K
47.9K $2.35M
Aug 07, 2023 Q2 2023
Jfs Wealth Advisors, LLC

BUY
 -
69
+ 0.69%
$3.12K - $3.35K
10.1K $493K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
60
+ 0.94%
$2.71K - $2.92K
6.42K $315K
Aug 10, 2023 Q2 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
38
+ 0.69%
$1.72K - $1.85K
5.51K $270K
Jul 12, 2023 Q2 2023
Covenant Asset Management, LLC

BUY
 -
30
+ 0.15%
$1.35K - $1.46K
20.7K $1.02M
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
22
+ 0.07%
$993 - $1.07K
29.9K $1.47M
Aug 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
18
+ 2.0%
$813 - $875
920 $45.1K
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
18
+ 0.58%
$813 - $875
3.12K $153K
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
16
+ 0.69%
$722 - $778
2.34K $115K
Aug 09, 2023 Q2 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
12
+ 1.2%
$542 - $583
1.01K $49.6K
Aug 01, 2023 Q2 2023
Simon Quick Advisors, LLC

BUY
 -
8
+ 0.07%
$361 - $389
12.3K $602K
Aug 16, 2023 Q2 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
6
+ 2.05%
$271 - $292
298 $14.6K
Jul 20, 2023 Q2 2023
Duncker Streett & CO Inc

BUY
 -
3
+ 0.35%
$135 - $146
870 $42.7K
Aug 08, 2023 Q2 2023
Lee Financial CO

Dallas, TX
BUY
 -
2
New
$90.3 - $97.2
2 $98.1
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
2
+ 0.13%
$90.3 - $97.2
1.51K $74.1K
Aug 14, 2023 Q2 2023
True Wealth Design, LLC

Akron, OH
BUY
 -
1
+ 0.01%
$45.2 - $48.6
7.5K $368K
Jul 17, 2023 Q2 2023
Wedmont Private Capital

BUY
 -
1
+ 0.02%
$45.2 - $48.6
5.64K $277K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-1
- 0.2%
$45.2 - $48.6
487 $23.9K
Jan 12, 2024 Q2 2023
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-44
- 0.73%
$1.99K - $2.14K
5.98K $293K
Aug 11, 2023 Q2 2023
Covestor LTD

Boston, MA
SELL
 -
-45
- 29.22%
$2.03K - $2.19K
109 $5.35K
Aug 21, 2023 Q2 2023
Bokf, Na

Tulsa, OK
SELL
 -
-59
- 6.95%
$2.66K - $2.87K
790 $38.8K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-64
- 7.41%
$2.89K - $3.11K
800 $39.2K

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