Purchases and Sales Made in Q4 2023 in Wisdomtree Emerging Markets Sm (DGS)
This table provides information about the institutional ownership of Wisdomtree Emerging Markets Sm (DGS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.73K+ 2.66% |
$120K - $136K
|
106K
$5.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.69K+ 3.46% |
$118K - $134K
|
80.4K
$3.94M
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
2.43K+ 3.58% |
$106K - $121K
|
70.2K
$3.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.33K+ 69.28% |
$102K - $116K
|
5.69K
$279K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.05K+ 3.4% |
$89.7K - $102K
|
62.4K
$3.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.61K+ 6.68% |
$70.3K - $80.1K
|
25.6K
$1.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.46K+ 6.97% |
$64K - $72.9K
|
22.4K
$1.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
1.35K+ 3.58% |
$59.2K - $67.4K
|
39.1K
$1.92M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
1.34K+ 0.34% |
$58.6K - $66.7K
|
397K
$19.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.28K+ 2.11% |
$56.2K - $64K
|
62K
$3.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.27K+ 8.87% |
$55.5K - $63.2K
|
15.5K
$762K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.27K+ 0.63% |
$55.4K - $63.1K
|
203K
$9.97M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.02K+ 5.32% |
$44.7K - $51K
|
20.2K
$992K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
817+ 3.62% |
$35.8K - $40.8K
|
23.4K
$1.15M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
695+ 121.08% |
$30.5K - $34.7K
|
1.27K
$62.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
609+ 1.13% |
$26.7K - $30.4K
|
54.7K
$2.68M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
584+ 1.27% |
$25.6K - $29.2K
|
46.7K
$2.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
581+ 0.46% |
$25.5K - $29K
|
128K
$6.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
573+ 2.61% |
$25.1K - $28.6K
|
22.6K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
566+ 6.7% |
$24.8K - $28.3K
|
9.02K
$442K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
526+ 32.45% |
$23K - $26.3K
|
2.15K
$105K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
525+ 3.91% |
$23K - $26.2K
|
14K
$685K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
448+ 19.51% |
$19.6K - $22.4K
|
2.74K
$135K
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
403+ 6.47% |
$17.7K - $20.1K
|
6.63K
$325K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
394+ 4.96% |
$17.3K - $19.7K
|
8.34K
$409K
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
390+ 1.06% |
$17.1K - $19.5K
|
37K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
363+ 1.0% |
$15.9K - $18.1K
|
36.7K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
349+ 11.67% |
$15.3K - $17.4K
|
3.34K
$164K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
345New |
$15.1K - $17.2K
|
345
$16.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
338+ 0.45% |
$14.8K - $16.9K
|
76K
$3.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
328+ 1.11% |
$14.4K - $16.4K
|
29.9K
$1.47M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
317+ 2.31% |
$13.9K - $15.8K
|
14K
$688K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
300New |
$13.1K - $15K
|
300
$14.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
293+ 5.96% |
$12.8K - $14.6K
|
5.21K
$256K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
257New |
$11.3K - $12.8K
|
257
$12.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
256New |
$11.2K - $12.8K
|
256
$12.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
184+ 0.81% |
$8.06K - $9.19K
|
22.8K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
155+ 19.38% |
$6.79K - $7.74K
|
955
$46.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
148+ 0.72% |
$6.49K - $7.39K
|
20.7K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
131New |
$5.74K - $6.54K
|
131
$6.43K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
113+ 0.46% |
$4.95K - $5.64K
|
24.6K
$1.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
105New |
$4.6K - $5.24K
|
105
$5.15K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
76New |
$3.33K - $3.79K
|
76
$3.73K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
45+ 0.2% |
$1.97K - $2.25K
|
22.7K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
36New |
$1.58K - $1.8K
|
36
$1.77K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
23New |
$1.01K - $1.15K
|
23
$1.13K
|
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
14+ 0.05% |
$613 - $699
|
30.2K
$1.48M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
13+ 0.78% |
$570 - $649
|
1.69K
$82.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11+ 0.13% |
$482 - $549
|
8.74K
$429K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
9+ 0.96% |
$394 - $449
|
944
$46.3K
|