Purchases and Sales Made in Q4 2025 in Wisdomtree Emerging Markets Sm (DGS)
This table provides information about the institutional ownership of Wisdomtree Emerging Markets Sm (DGS) during Q4 2025. 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 15, 2026
Q4 2025
|
Econ Financial Services Corp
|
BUY
|
- |
56.8KNew |
$3.14M - $3.27M
|
56.8K
$3.26M
|
|
|
Jan 23, 2026
Q4 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
21.6K+ 27.47% |
$1.2M - $1.24M
|
100K
$5.76M
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
20.9KNew |
$1.16M - $1.2M
|
20.9K
$1.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
11.3K+ 7.9% |
$626K - $650K
|
154K
$8.85M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
10.9K+ 4.56% |
$603K - $626K
|
250K
$14.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.6K+ 8.94% |
$254K - $264K
|
56K
$3.21M
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.24K+ 3.62% |
$179K - $186K
|
92.8K
$5.32M
|
|
|
Jan 20, 2026
Q4 2025
|
Unison Advisors LLC
|
BUY
|
- |
2.53K+ 0.57% |
$140K - $145K
|
444K
$25.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.46K+ 47.25% |
$136K - $141K
|
7.67K
$439K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
2.45KNew |
$135K - $141K
|
2.45K
$140K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.47K+ 2.71% |
$81.2K - $84.4K
|
55.6K
$3.18M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.05K+ 13.92% |
$58.3K - $60.6K
|
8.63K
$494K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
925+ 10.41% |
$51.2K - $53.2K
|
9.81K
$562K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
436+ 1.05% |
$24.1K - $25.1K
|
41.9K
$2.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
240+ 12.89% |
$13.3K - $13.8K
|
2.1K
$120K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
215New |
$11.9K - $12.4K
|
215
$12.3K
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
57+ 1.28% |
$3.15K - $3.28K
|
4.5K
$258K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
53New |
$2.93K - $3.05K
|
53
$3.04K
|
|
|
Jan 13, 2026
Q4 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
15+ 0.04% |
$830 - $862
|
34.8K
$2M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
5+ 1.05% |
$277 - $287
|
483
$27.7K
|
|
|
Jan 20, 2026
Q4 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2+ 0.18% |
$111 - $115
|
1.14K
$65.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
1+ 0.01% |
$55.3 - $57.5
|
7.24K
$415K
|
|
|
Jan 22, 2026
Q4 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1+ 1.11% |
$55.3 - $57.5
|
91
$5.22K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-16- 0.42% |
$885 - $919
|
3.79K
$217K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-31- 9.25% |
$1.71K - $1.78K
|
304
$17.4K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-75- 0.75% |
$4.15K - $4.31K
|
9.88K
$566K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-78- 1.02% |
$4.31K - $4.48K
|
7.54K
$432K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-88- 0.44% |
$4.87K - $5.06K
|
19.9K
$1.14M
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-203- 1.52% |
$11.2K - $11.7K
|
13.1K
$752K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-331- 1.06% |
$18.3K - $19K
|
31K
$1.77M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-439- 2.04% |
$24.3K - $25.2K
|
21.1K
$1.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-492- 1.42% |
$27.2K - $28.3K
|
34.1K
$1.96M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-547- 3.47% |
$30.3K - $31.4K
|
15.2K
$872K
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-692- 6.32% |
$38.3K - $39.8K
|
10.3K
$588K
|
|
|
Jan 07, 2026
Q4 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
SELL
|
- |
-1.32K- 1.11% |
$73.1K - $76K
|
118K
$6.78M
|
|
|
Jan 21, 2026
Q4 2025
|
Albion Financial Group
|
SELL
|
- |
-2.98K- 45.11% |
$165K - $171K
|
3.62K
$207K
|
|
|
Jan 14, 2026
Q4 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-3.2K- 1.99% |
$177K - $184K
|
158K
$9.03M
|
|
|
Jan 14, 2026
Q4 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-5.55K- 27.34% |
$307K - $319K
|
14.8K
$846K
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-10.1K- 5.48% |
$558K - $580K
|
174K
$9.98M
|
|
|
Jan 23, 2026
Q4 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-11.8K- 13.43% |
$652K - $678K
|
76.1K
$4.36M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
SELL
|
- |
-16.2K- 58.42% |
$894K - $929K
|
11.5K
$660K
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-38.4K- 21.43% |
$2.13M - $2.21M
|
141K
$8.08M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-42.3K- 79.09% |
$2.34M - $2.43M
|
11.2K
$640K
|
|