Purchases and Sales Made in Q3 2024 in Wisdomtree Emerging Markets Sm (DGS)
This table provides information about the institutional ownership of Wisdomtree Emerging Markets Sm (DGS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.03K- 5.49% |
$49.7K - $55.8K
|
17.7K
$867K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.05K- 8.52% |
$51.1K - $57.3K
|
11.3K
$555K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.07K- 52.82% |
$51.8K - $58.1K
|
955
$46.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.16K- 0.89% |
$56.4K - $63.3K
|
130K
$6.38M
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-1.32K- 4.25% |
$64.1K - $71.9K
|
29.8K
$1.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-1.39K- 4.32% |
$67.3K - $75.5K
|
30.8K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.9K- 1.83% |
$91.8K - $103K
|
102K
$4.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.24K- 18.68% |
$109K - $122K
|
9.76K
$479K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.32K- 3.97% |
$113K - $126K
|
56.1K
$2.75M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-2.35K- 12.42% |
$114K - $128K
|
16.6K
$814K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.43K- 47.64% |
$118K - $132K
|
2.67K
$131K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.46K- 7.24% |
$119K - $134K
|
31.5K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.65K- 0.71% |
$129K - $144K
|
372K
$18.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.87K- 1.87% |
$139K - $156K
|
150K
$7.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.03K- 52.98% |
$147K - $165K
|
2.69K
$132K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-3.56K- 20.72% |
$172K - $194K
|
13.6K
$668K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.73K- 70.73% |
$181K - $203K
|
1.55K
$75.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3.93K- 1.67% |
$190K - $214K
|
231K
$11.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-4.69K- 2.76% |
$227K - $255K
|
165K
$8.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.89K- 23.39% |
$237K - $266K
|
16K
$785K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.93K- 0.86% |
$239K - $268K
|
567K
$27.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
SELL
|
- |
-6.82K- 0.83% |
$330K - $371K
|
816K
$40.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-7.19K- 5.57% |
$349K - $391K
|
122K
$5.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.36K- 1.42% |
$357K - $400K
|
510K
$25M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-7.66K- 2.06% |
$371K - $416K
|
364K
$17.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.19K- 14.12% |
$397K - $445K
|
49.8K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-8.71K- 17.9% |
$422K - $474K
|
40K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-10K- 43.78% |
$486K - $545K
|
12.9K
$632K
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-10.2K- 21.05% |
$495K - $555K
|
38.3K
$1.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-10.5K- 6.14% |
$509K - $571K
|
161K
$7.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-10.8K- 58.39% |
$521K - $585K
|
7.66K
$376K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-11K- 6.18% |
$533K - $598K
|
167K
$8.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-12.3K- 3.28% |
$597K - $669K
|
363K
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-13.9K- 6.77% |
$673K - $756K
|
191K
$9.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-15.8K- 34.48% |
$767K - $860K
|
30.1K
$1.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-23.3K- 39.13% |
$1.13M - $1.27M
|
36.3K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-45.1K- 73.48% |
$2.19M - $2.45M
|
16.3K
$799K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-66K- 73.72% |
$3.2M - $3.59M
|
23.5K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-78.5K- 93.21% |
$3.81M - $4.27M
|
5.72K
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-560K- 72.17% |
$27.1M - $30.4M
|
216K
$10.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.37M- 20.49% |
$164M - $183M
|
13.1M
$642M
|