Purchases and Sales Made in Q4 2024 in Wisdomtree Emerging Markets Sm (DGS)
This table provides information about the institutional ownership of Wisdomtree Emerging Markets Sm (DGS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
33.8K+ 19.24% |
$1.65M - $1.81M
|
209K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
30.2KNew |
$1.47M - $1.62M
|
30.2K
$1.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
18.6K+ 9.9% |
$911K - $998K
|
207K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8.34K+ 53.34% |
$407K - $446K
|
24K
$1.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
5.03K+ 16.88% |
$246K - $269K
|
34.8K
$1.7M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
3.73K+ 3.66% |
$182K - $200K
|
106K
$5.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.01K+ 12.18% |
$147K - $161K
|
27.7K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.36K+ 20.5% |
$115K - $126K
|
13.9K
$680K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.22K+ 7.14% |
$109K - $119K
|
33.4K
$1.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.1K+ 1.68% |
$102K - $112K
|
127K
$6.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.6K+ 28.27% |
$77.9K - $85.4K
|
7.24K
$355K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
987+ 0.6% |
$48.2K - $52.8K
|
166K
$8.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
960+ 0.35% |
$46.9K - $51.4K
|
279K
$13.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
950+ 3.01% |
$46.4K - $50.9K
|
32.5K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
255+ 0.83% |
$12.5K - $13.7K
|
31K
$1.52M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
196New |
$9.58K - $10.5K
|
196
$9.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
51+ 0.41% |
$2.49K - $2.73K
|
12.3K
$605K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
32+ 0.6% |
$1.56K - $1.71K
|
5.36K
$262K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8+ 0.14% |
$391 - $428
|
5.83K
$286K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 0.65% |
$147 - $161
|
466
$22.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1+ 0.05% |
$48.9 - $53.5
|
2.09K
$102K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-10- 0.1% |
$489 - $535
|
10.5K
$514K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-14- 10.53% |
$684 - $749
|
119
$5.83K
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-24- 0.08% |
$1.17K - $1.28K
|
30.3K
$1.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-74- 1.14% |
$3.62K - $3.96K
|
6.42K
$315K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-106- 1.74% |
$5.18K - $5.67K
|
5.99K
$294K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-261- 5.84% |
$12.8K - $14K
|
4.21K
$206K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-313- 5.18% |
$15.3K - $16.8K
|
5.73K
$281K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-507- 8.74% |
$24.8K - $27.1K
|
5.3K
$259K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-528- 2.36% |
$25.8K - $28.3K
|
21.8K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-801- 7.08% |
$39.1K - $42.9K
|
10.5K
$515K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-1.54K- 22.92% |
$75.3K - $82.4K
|
5.18K
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-1.65K- 4.31% |
$80.8K - $88.5K
|
36.7K
$1.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.56K- 9.13% |
$125K - $137K
|
25.5K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.84K- 37.07% |
$139K - $152K
|
4.82K
$236K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12.8K- 99.9% |
$623K - $683K
|
13
$637
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-42.3K- 35.54% |
$2.07M - $2.26M
|
76.7K
$3.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-278K- 97.08% |
$13.6M - $14.9M
|
8.35K
$409K
|