Purchases and Sales Made in Q3 2024 in Wisdomtree Emerging Markets Sm (DGS)
This table provides information about the institutional ownership of Wisdomtree Emerging Markets Sm (DGS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.28K+ 0.8% |
$110K - $124K
|
286K
$14M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.06KNew |
$99.8K - $112K
|
2.06K
$101K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2K+ 18.58% |
$97K - $109K
|
12.8K
$626K
|
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2K+ 7.59% |
$97K - $109K
|
28.4K
$1.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.96K+ 5.55% |
$95.1K - $107K
|
37.4K
$1.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.92K+ 14.04% |
$93.2K - $105K
|
15.6K
$767K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.81K+ 0.66% |
$87.8K - $98.5K
|
278K
$13.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.73K+ 0.76% |
$83.6K - $93.8K
|
230K
$11.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.44K+ 17.04% |
$69.7K - $78.2K
|
9.88K
$485K
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
1.39K+ 1.18% |
$67.5K - $75.7K
|
119K
$5.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.23K+ 4.45% |
$59.7K - $66.9K
|
28.9K
$1.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.1K+ 14.31% |
$53.2K - $59.6K
|
8.77K
$430K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.06K+ 69.25% |
$51.2K - $57.4K
|
2.58K
$127K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.01K+ 211.48% |
$49.1K - $55.1K
|
1.49K
$73.2K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
918+ 5.94% |
$44.5K - $49.9K
|
16.4K
$803K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
852+ 1.04% |
$41.3K - $46.3K
|
82.7K
$4.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
775New |
$37.6K - $42.1K
|
775
$38K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
767+ 0.07% |
$37.2K - $41.7K
|
1.18M
$57.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
739+ 1.89% |
$35.8K - $40.2K
|
39.9K
$1.96M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
720+ 1.39% |
$34.9K - $39.1K
|
52.5K
$2.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
710+ 6.86% |
$34.4K - $38.6K
|
11.1K
$543K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
424+ 3.47% |
$20.5K - $23.1K
|
12.6K
$620K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
424+ 3.47% |
$20.5K - $23.1K
|
12.6K
$620K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
423New |
$20.5K - $23K
|
423
$20.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
371+ 0.76% |
$18K - $20.2K
|
49.5K
$2.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
326+ 3.37% |
$15.8K - $17.7K
|
9.99K
$490K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
316+ 11.68% |
$15.3K - $17.2K
|
3.02K
$148K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
300+ 0.49% |
$14.5K - $16.3K
|
61.7K
$3.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
214+ 1.2% |
$10.4K - $11.6K
|
18K
$884K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
205New |
$9.93K - $11.1K
|
205
$10.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
162+ 0.68% |
$7.85K - $8.81K
|
24.1K
$1.18M
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
151+ 0.6% |
$7.32K - $8.21K
|
25.2K
$1.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
150+ 197.37% |
$7.27K - $8.16K
|
226
$11.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
147+ 0.73% |
$7.12K - $7.99K
|
20.3K
$994K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
132+ 0.27% |
$6.4K - $7.18K
|
48.3K
$2.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
125+ 1.51% |
$6.06K - $6.8K
|
8.43K
$414K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
120New |
$5.82K - $6.52K
|
120
$5.89K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
100+ 1.68% |
$4.85K - $5.44K
|
6.04K
$296K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
97+ 18.27% |
$4.7K - $5.27K
|
628
$30.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
88+ 0.29% |
$4.26K - $4.78K
|
30.4K
$1.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
75+ 2.26% |
$3.63K - $4.08K
|
3.39K
$167K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
62+ 1.05% |
$3K - $3.37K
|
5.95K
$292K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
59+ 2.98% |
$2.86K - $3.21K
|
2.04K
$100K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
58+ 1.1% |
$2.81K - $3.15K
|
5.32K
$261K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
58New |
$2.81K - $3.15K
|
58
$2.85K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
56+ 0.25% |
$2.71K - $3.04K
|
22.3K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
29+ 0.14% |
$1.41K - $1.58K
|
20.9K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
25+ 0.58% |
$1.21K - $1.36K
|
4.33K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
23+ 0.45% |
$1.11K - $1.25K
|
5.12K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
16New |
$775 - $870
|
16
$785
|