Purchases and Sales Made in Q3 2023 in Wisdomtree Emerging Markets Sm (DGS)
This table provides information about the institutional ownership of Wisdomtree Emerging Markets Sm (DGS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-32- 0.15% |
$1.47K - $1.6K
|
22K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-46- 0.74% |
$2.12K - $2.3K
|
6.2K
$304K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-50- 0.17% |
$2.3K - $2.5K
|
30.2K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-53- 48.62% |
$2.44K - $2.65K
|
56
$2.75K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-80- 1.07% |
$3.68K - $3.99K
|
7.39K
$363K
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-86- 1.07% |
$3.96K - $4.29K
|
7.95K
$390K
|
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-100- 0.16% |
$4.6K - $4.99K
|
60.8K
$2.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-100- 0.94% |
$4.6K - $4.99K
|
10.6K
$519K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-101- 2.02% |
$4.65K - $5.04K
|
4.89K
$240K
|
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-101- 1.24% |
$4.65K - $5.04K
|
8.07K
$396K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-139- 1.97% |
$6.4K - $6.94K
|
6.9K
$339K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-140- 89.74% |
$6.44K - $6.99K
|
16
$785
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-142- 0.51% |
$6.53K - $7.09K
|
27.7K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-152- 2.03% |
$6.99K - $7.59K
|
7.35K
$361K
|
|
|
Oct 11, 2023
Q3 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-172- 0.57% |
$7.91K - $8.58K
|
30.2K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-172- 0.13% |
$7.91K - $8.58K
|
127K
$6.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-200- 13.58% |
$9.2K - $9.98K
|
1.27K
$62.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-230- 77.18% |
$10.6K - $11.5K
|
68
$3.34K
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-293- 1.87% |
$13.5K - $14.6K
|
15.4K
$755K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-352- 5.89% |
$16.2K - $17.6K
|
5.63K
$276K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-398- 1.33% |
$18.3K - $19.9K
|
29.5K
$1.45M
|
|
|
Nov 08, 2023
Q3 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-420- 4.36% |
$19.3K - $21K
|
9.21K
$452K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-425- 1.61% |
$19.6K - $21.2K
|
26K
$1.28M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-442- 4.4% |
$20.3K - $22.1K
|
9.61K
$471K
|
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-491- 0.29% |
$22.6K - $24.5K
|
168K
$8.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-512- 10.25% |
$23.6K - $25.6K
|
4.48K
$220K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-604- 2.41% |
$27.8K - $30.1K
|
24.5K
$1.2M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-672- 4.88% |
$30.9K - $33.5K
|
13.1K
$642K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-733- 2.04% |
$33.7K - $36.6K
|
35.2K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-756- 3.26% |
$34.8K - $37.7K
|
22.4K
$1.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-785- 2.03% |
$36.1K - $39.2K
|
37.8K
$1.85M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-787- 0.39% |
$36.2K - $39.3K
|
202K
$9.91M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-834- 2.74% |
$38.4K - $41.6K
|
29.6K
$1.45M
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-836- 0.3% |
$38.5K - $41.7K
|
282K
$13.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-839- 3.57% |
$38.6K - $41.9K
|
22.6K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-840- 35.25% |
$38.6K - $41.9K
|
1.54K
$75.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-994- 15.49% |
$45.7K - $49.6K
|
5.42K
$266K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.08K- 5.44% |
$49.6K - $53.9K
|
18.8K
$921K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.15K- 10.7% |
$52.7K - $57.1K
|
9.56K
$469K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.19K- 34.08% |
$54.6K - $59.2K
|
2.3K
$113K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.19K- 0.16% |
$54.9K - $59.6K
|
764K
$37.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.2K- 0.7% |
$55.1K - $59.7K
|
170K
$8.32M
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.25K- 5.09% |
$57.4K - $62.2K
|
23.3K
$1.14M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.35K- 2.49% |
$62.1K - $67.4K
|
52.9K
$2.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.35K- 19.21% |
$62.2K - $67.4K
|
5.68K
$279K
|
|
|
Nov 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.46K- 3.24% |
$67K - $72.7K
|
43.5K
$2.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.85K- 7.14% |
$84.9K - $92.1K
|
24K
$1.18M
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-2.01K- 12.28% |
$92.5K - $100K
|
14.4K
$705K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.29K- 21.28% |
$105K - $114K
|
8.45K
$415K
|