Purchases and Sales Made in Q4 2021 in Wisdomtree Emerging Markets Sm (DGS)
This table provides information about the institutional ownership of Wisdomtree Emerging Markets Sm (DGS) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
11+ 1.11% |
$562 - $594
|
1K
$49.3K
|
|
Jan 19, 2022
Q4 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.05% |
$562 - $594
|
21K
$1.03M
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
10+ 0.26% |
$511 - $540
|
3.85K
$189K
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
10+ 1.19% |
$511 - $540
|
853
$41.8K
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6+ 0.63% |
$306 - $324
|
965
$47.3K
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
3+ 1.37% |
$153 - $162
|
222
$10.9K
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 1.1% |
$153 - $162
|
276
$13.5K
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 1.21% |
$102 - $108
|
167
$8.19K
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.21% |
$51.1 - $54
|
484
$23.7K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2Closed |
$102 - $108
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-23- 3.9% |
$1.17K - $1.24K
|
566
$27.8K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-27- 3.63% |
$1.38K - $1.46K
|
717
$35.2K
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
SELL
|
- |
-46- 0.12% |
$2.35K - $2.48K
|
39.6K
$1.94M
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-54Closed |
$2.76K - $2.91K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Unison Advisors LLC
|
SELL
|
- |
-75- 0.09% |
$3.83K - $4.05K
|
83.1K
$4.07M
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-100- 1.07% |
$5.11K - $5.4K
|
9.29K
$456K
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-100- 0.25% |
$5.11K - $5.4K
|
39.5K
$1.94M
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-100Closed |
$5.11K - $5.4K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-120- 4.7% |
$6.13K - $6.48K
|
2.43K
$119K
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-143- 1.57% |
$7.3K - $7.72K
|
8.98K
$441K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-149Closed |
$7.61K - $8.04K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-160- 0.69% |
$8.17K - $8.64K
|
23.2K
$1.14M
|
|
Jan 28, 2022
Q4 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-176- 1.96% |
$8.99K - $9.5K
|
8.8K
$432K
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-183Closed |
$9.34K - $9.88K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-193- 4.26% |
$9.85K - $10.4K
|
4.34K
$213K
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-194- 1.2% |
$9.91K - $10.5K
|
16K
$783K
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-200- 4.71% |
$10.2K - $10.8K
|
4.05K
$199K
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-206Closed |
$10.5K - $11.1K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-257- 20.32% |
$13.1K - $13.9K
|
1.01K
$49.5K
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-263Closed |
$13.4K - $14.2K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-305- 1.78% |
$15.6K - $16.5K
|
16.9K
$828K
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
SELL
|
- |
-309- 1.28% |
$15.8K - $16.7K
|
23.7K
$1.16M
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-309Closed |
$15.8K - $16.7K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-355- 2.36% |
$18.1K - $19.2K
|
14.7K
$720K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-445- 6.73% |
$22.7K - $24K
|
6.17K
$303K
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-550Closed |
$28.1K - $29.7K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
SELL
|
- |
-565- 81.41% |
$28.8K - $30.5K
|
129
$6.33K
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-666- 2.29% |
$34K - $36K
|
28.4K
$1.39M
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-742- 62.56% |
$37.9K - $40.1K
|
444
$21.8K
|
|
Jan 27, 2022
Q4 2021
|
Millburn Ridgefield Corp
|
SELL
|
- |
-831Closed |
$42.4K - $44.9K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-1.05KClosed |
$53.8K - $56.9K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.1KClosed |
$56.2K - $59.4K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.13K- 5.54% |
$57.5K - $60.8K
|
19.2K
$943K
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-1.23K- 88.87% |
$62.8K - $66.4K
|
154
$7.56K
|
|
Feb 14, 2022
Q4 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-1.28K- 18.89% |
$65.4K - $69.1K
|
5.5K
$270K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.5K- 2.96% |
$76.6K - $81K
|
49.2K
$2.41M
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.64K- 10.16% |
$83.7K - $88.5K
|
14.5K
$711K
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.64K- 3.38% |
$83.7K - $88.5K
|
46.9K
$2.3M
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.75K- 6.84% |
$89.3K - $94.4K
|
23.8K
$1.17M
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.44K- 2.44% |
$124K - $131K
|
97.2K
$4.77M
|