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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-90- 0.8% |
$3.54K - $4.05K
|
11.2K
$550K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-109- 4.48% |
$4.29K - $4.9K
|
2.33K
$114K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-125- 1.25% |
$4.92K - $5.62K
|
9.88K
$485K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-145- 0.61% |
$5.7K - $6.52K
|
23.5K
$1.15M
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-155- 0.61% |
$6.1K - $6.97K
|
25.4K
$1.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-173- 2.79% |
$6.81K - $7.78K
|
6.02K
$295K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-186- 6.25% |
$7.32K - $8.36K
|
2.79K
$137K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-192- 47.52% |
$7.55K - $8.63K
|
212
$10.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-226- 4.2% |
$8.89K - $10.2K
|
5.15K
$253K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-314- 7.19% |
$12.4K - $14.1K
|
4.06K
$199K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-315- 2.86% |
$12.4K - $14.2K
|
10.7K
$526K
|
|
|
Jan 17, 2023
Q4 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-349- 3.99% |
$13.7K - $15.7K
|
8.4K
$412K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-400- 3.67% |
$15.7K - $18K
|
10.5K
$515K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-428- 3.07% |
$16.8K - $19.2K
|
13.5K
$664K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-442- 1.71% |
$17.4K - $19.9K
|
25.4K
$1.25M
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-524- 0.32% |
$20.6K - $23.6K
|
165K
$8.09M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-628- 4.9% |
$24.7K - $28.2K
|
12.2K
$598K
|
|
|
Jan 24, 2023
Q4 2022
|
Covenant Asset Management, LLC
|
SELL
|
- |
-775- 3.51% |
$30.5K - $34.9K
|
21.3K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-788- 1.32% |
$31K - $35.4K
|
59K
$2.9M
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-914- 0.31% |
$36K - $41.1K
|
296K
$14.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-940- 7.12% |
$37K - $42.3K
|
12.3K
$602K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.04K- 11.9% |
$41.1K - $46.9K
|
7.73K
$379K
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.39K- 6.12% |
$54.8K - $62.6K
|
21.4K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.47K- 12.61% |
$57.9K - $66.2K
|
10.2K
$500K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.5KClosed |
$59.2K - $67.6K
|
0
$0
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
SELL
|
- |
-1.6K- 22.09% |
$62.9K - $71.9K
|
5.64K
$277K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.68K- 33.1% |
$65.9K - $75.3K
|
3.39K
$166K
|
|
|
Jan 12, 2023
Q4 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-1.74K- 7.25% |
$68.6K - $78.4K
|
22.3K
$1.09M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.99K- 0.46% |
$78.2K - $89.4K
|
434K
$21.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.3K- 94.57% |
$90.5K - $103K
|
132
$6.48K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.46K- 28.43% |
$96.9K - $111K
|
6.2K
$304K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.49K- 1.27% |
$98K - $112K
|
194K
$9.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.67K- 4.85% |
$105K - $120K
|
52.3K
$2.57M
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-2.97K- 14.88% |
$117K - $134K
|
17K
$834K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-4.09K- 5.14% |
$161K - $184K
|
75.5K
$3.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.12K- 35.67% |
$162K - $185K
|
7.42K
$364K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.26K- 6.42% |
$167K - $191K
|
62K
$3.04M
|
|
|
Jan 19, 2023
Q4 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-4.6K- 4.73% |
$181K - $207K
|
92.6K
$4.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-4.94K- 8.95% |
$194K - $222K
|
50.3K
$2.47M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5.5K- 4.07% |
$216K - $247K
|
130K
$6.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-5.71K- 23.8% |
$225K - $257K
|
18.3K
$897K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.22K- 41.32% |
$245K - $280K
|
8.84K
$434K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.25K- 10.08% |
$246K - $281K
|
55.8K
$2.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-6.41K- 2.9% |
$252K - $288K
|
215K
$10.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-6.68K- 11.55% |
$263K - $300K
|
51.1K
$2.51M
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-6.88K- 18.25% |
$270K - $309K
|
30.8K
$1.51M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-7.28K- 3.74% |
$286K - $327K
|
187K
$9.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-7.46K- 14.26% |
$293K - $335K
|
44.8K
$2.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-8.46K- 19.8% |
$333K - $381K
|
34.3K
$1.68M
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-9.49K- 32.79% |
$373K - $427K
|
19.5K
$954K
|