Purchases and Sales Made in Q4 2022 in Wisdomtree Emerging Markets Sm (DGS)
This table provides information about the institutional ownership of Wisdomtree Emerging Markets Sm (DGS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
3.01K+ 15.84% |
$118K - $135K
|
22K
$1.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.92K+ 8.57% |
$115K - $131K
|
37K
$1.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
2.75K+ 0.55% |
$108K - $124K
|
499K
$24.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.67K+ 8.02% |
$105K - $120K
|
36K
$1.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.46K+ 15.3% |
$96.9K - $111K
|
18.6K
$911K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.41K+ 2.66% |
$94.8K - $108K
|
92.8K
$4.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.29K+ 9.69% |
$90.2K - $103K
|
25.9K
$1.27M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.27KNew |
$89.3K - $102K
|
2.27K
$111K
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2.15K+ 5.12% |
$84.7K - $96.8K
|
44.2K
$2.17M
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.15K+ 4.9% |
$84.5K - $96.6K
|
45.9K
$2.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.04K+ 2.9% |
$80.2K - $91.7K
|
72.3K
$3.54M
|
|
|
Feb 01, 2023
Q4 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
1.71K+ 2.08% |
$67.1K - $76.7K
|
83.6K
$4.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
1.46K+ 4.06% |
$57.4K - $65.6K
|
37.4K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.18KNew |
$46.6K - $53.2K
|
1.18K
$58.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
868+ 19.17% |
$34.1K - $39K
|
5.4K
$265K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
806+ 5.57% |
$31.7K - $36.2K
|
15.3K
$749K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
781+ 4.06% |
$30.7K - $35.1K
|
20K
$981K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
687New |
$27K - $30.9K
|
687
$33.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
641+ 8.92% |
$25.2K - $28.8K
|
7.83K
$384K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
500+ 16.13% |
$19.7K - $22.5K
|
3.6K
$177K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
477New |
$18.8K - $21.5K
|
477
$23.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
404+ 39.96% |
$15.9K - $18.2K
|
1.42K
$69.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
282+ 1.99% |
$11.1K - $12.7K
|
14.5K
$711K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
274New |
$10.8K - $12.3K
|
274
$13.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
262+ 3.42% |
$10.3K - $11.8K
|
7.91K
$388K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
238+ 4.16% |
$9.36K - $10.7K
|
5.96K
$292K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
173+ 38.53% |
$6.81K - $7.78K
|
622
$30.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
141New |
$5.55K - $6.34K
|
141
$6.92K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
100New |
$3.93K - $4.5K
|
100
$4.91K
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
37+ 0.72% |
$1.46K - $1.66K
|
5.16K
$253K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
33+ 0.14% |
$1.3K - $1.48K
|
24.1K
$1.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
29+ 0.71% |
$1.14K - $1.3K
|
4.09K
$201K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
16New |
$629 - $720
|
16
$785
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
6+ 0.67% |
$236 - $270
|
900
$44.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
6+ 0.26% |
$236 - $270
|
2.31K
$113K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5+ 4.03% |
$197 - $225
|
129
$6.33K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
5+ 0.04% |
$197 - $225
|
13.2K
$648K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4+ 0.4% |
$157 - $180
|
996
$48.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.69% |
$78.7 - $89.9
|
291
$14.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.66% |
$39.3 - $45
|
153
$7.51K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.86% |
$39.3 - $45
|
117
$5.74K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$39.3 - $45
|
1
$49.1
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.12% |
$39.3 - $45
|
866
$42.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-14- 7.37% |
$551 - $630
|
176
$8.63K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-24- 10.34% |
$944 - $1.08K
|
208
$10.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-61- 8.06% |
$2.4K - $2.74K
|
696
$34.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-65- 0.32% |
$2.56K - $2.92K
|
20.2K
$989K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-78Closed |
$3.07K - $3.51K
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-83- 6.29% |
$3.27K - $3.73K
|
1.24K
$60.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-83- 0.24% |
$3.27K - $3.73K
|
34.8K
$1.71M
|