Purchases and Sales Made in Q3 2022 in Wisdomtree Emerging Markets Sm (DGS)
This table provides information about the institutional ownership of Wisdomtree Emerging Markets Sm (DGS) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
1.11K+ 18.15% |
$44.3K - $51.4K
|
7.24K
$355K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.07KNew |
$42.7K - $49.5K
|
1.07K
$52.6K
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
898+ 3.2% |
$35.8K - $41.5K
|
28.9K
$1.42M
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
877+ 2.58% |
$34.9K - $40.5K
|
34.9K
$1.71M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
640+ 26.02% |
$25.5K - $29.6K
|
3.1K
$152K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
525+ 3.37% |
$20.9K - $24.3K
|
16.1K
$790K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
448+ 1.93% |
$17.8K - $20.7K
|
23.6K
$1.16M
|
|
Nov 08, 2022
Q3 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
444+ 1.91% |
$17.7K - $20.5K
|
23.7K
$1.16M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
436+ 6.02% |
$17.4K - $20.2K
|
7.68K
$377K
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
431+ 4.12% |
$17.2K - $19.9K
|
10.9K
$534K
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
412+ 7.76% |
$16.4K - $19K
|
5.72K
$281K
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
355+ 4.59% |
$14.1K - $16.4K
|
8.09K
$397K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
352+ 2.54% |
$14K - $16.3K
|
14.2K
$697K
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
289New |
$11.5K - $13.4K
|
289
$14.2K
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
267+ 3.58% |
$10.6K - $12.3K
|
7.74K
$379K
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
266New |
$10.6K - $12.3K
|
266
$13K
|
|
Oct 24, 2022
Q3 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
253+ 3.65% |
$10.1K - $11.7K
|
7.18K
$352K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
227+ 8.26% |
$9.04K - $10.5K
|
2.98K
$146K
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
170New |
$6.77K - $7.86K
|
170
$8.34K
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
130New |
$5.18K - $6.01K
|
130
$6.38K
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
102+ 2.03% |
$4.06K - $4.71K
|
5.12K
$251K
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
100+ 0.48% |
$3.98K - $4.62K
|
20.8K
$1.02M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
100+ 1.42% |
$3.98K - $4.62K
|
7.12K
$349K
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
82+ 2.06% |
$3.27K - $3.79K
|
4.06K
$199K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
78New |
$3.11K - $3.61K
|
78
$3.83K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
55+ 5.75% |
$2.19K - $2.54K
|
1.01K
$49.6K
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
34+ 21.79% |
$1.35K - $1.57K
|
190
$9.32K
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
27New |
$1.08K - $1.25K
|
27
$1.32K
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
18+ 2.05% |
$717 - $832
|
894
$43.9K
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
16+ 0.12% |
$637 - $740
|
13.2K
$648K
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
12+ 1.22% |
$478 - $555
|
992
$48.7K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4+ 3.33% |
$159 - $185
|
124
$6.08K
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
4+ 2.7% |
$159 - $185
|
152
$7.46K
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 0.35% |
$119 - $139
|
865
$42.4K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 2.13% |
$79.6 - $92.4
|
96
$4.71K
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 1.75% |
$79.6 - $92.4
|
116
$5.69K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 7.14% |
$39.8 - $46.2
|
15
$736
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-15- 0.24% |
$597 - $693
|
6.2K
$304K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-23- 1.2% |
$916 - $1.06K
|
1.89K
$92.7K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-30- 3.81% |
$1.19K - $1.39K
|
757
$37.1K
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-45- 0.58% |
$1.79K - $2.08K
|
7.65K
$375K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-90- 14.17% |
$3.58K - $4.16K
|
545
$26.7K
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-99- 0.2% |
$3.94K - $4.58K
|
50.3K
$2.47M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-103- 0.71% |
$4.1K - $4.76K
|
14.5K
$710K
|
|
Nov 03, 2022
Q3 2022
|
Covenant Asset Management, LLC
|
SELL
|
- |
-114- 0.51% |
$4.54K - $5.27K
|
22.1K
$1.08M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-175- 3.66% |
$6.97K - $8.09K
|
4.61K
$226K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-200- 2.37% |
$7.96K - $9.24K
|
8.24K
$404K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-226- 49.34% |
$9K - $10.4K
|
232
$11.4K
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
SELL
|
- |
-298- 0.69% |
$11.9K - $13.8K
|
42.7K
$2.1M
|
|
Nov 03, 2022
Q3 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-329- 1.35% |
$13.1K - $15.2K
|
24K
$1.18M
|