Purchases and Sales Made in Q1 2022 in Wisdomtree Emerging Markets Sm (DGS)
This table provides information about the institutional ownership of Wisdomtree Emerging Markets Sm (DGS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.46M+ 11.86% |
$123M - $133M
|
23.2M
$1.19B
|
|
|
Apr 19, 2022
Q1 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
338KNew |
$16.9M - $18.2M
|
338K
$17.3M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
325KNew |
$16.2M - $17.5M
|
325K
$16.7M
|
|
|
Sep 20, 2022
Q1 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
96KNew |
$4.79M - $5.18M
|
96K
$4.92M
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
77.6KNew |
$3.87M - $4.19M
|
77.6K
$3.98M
|
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
60.9KNew |
$3.04M - $3.29M
|
60.9K
$3.12M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
60.2K+ 96.13% |
$3.01M - $3.25M
|
123K
$6.3M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
51.8K+ 6.83% |
$2.59M - $2.8M
|
811K
$41.6M
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
50.2KNew |
$2.51M - $2.71M
|
50.2K
$2.58M
|
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
43.1KNew |
$2.15M - $2.33M
|
43.1K
$2.21M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
33.1KNew |
$1.65M - $1.79M
|
33.1K
$1.7M
|
|
|
May 02, 2022
Q1 2022
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
31.9KNew |
$1.59M - $1.72M
|
31.9K
$1.64M
|
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
31K+ 62.63% |
$1.55M - $1.67M
|
80.5K
$4.13M
|
|
|
Apr 19, 2022
Q1 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
30K+ 9.01% |
$1.49M - $1.62M
|
362K
$18.6M
|
|
|
May 11, 2022
Q1 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
29.1K+ 52.97% |
$1.45M - $1.57M
|
84.1K
$4.31M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26K+ 6.92% |
$1.3M - $1.4M
|
401K
$20.6M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.1K+ 6.27% |
$1.25M - $1.36M
|
426K
$21.8M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.9K+ 13.19% |
$1.04M - $1.13M
|
180K
$9.21M
|
|
|
May 04, 2022
Q1 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
20.7K+ 10.4% |
$1.03M - $1.12M
|
220K
$11.3M
|
|
|
Apr 21, 2022
Q1 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
19K+ 3.54% |
$948K - $1.02M
|
556K
$28.5M
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
17.2K+ 30.01% |
$859K - $928K
|
74.5K
$3.82M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.2K+ 25.49% |
$808K - $873K
|
79.7K
$4.09M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.9K+ 3.26% |
$791K - $855K
|
501K
$25.7M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.8K+ 26.27% |
$786K - $850K
|
75.7K
$3.88M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.2K+ 15.61% |
$757K - $819K
|
112K
$5.76M
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
13K+ 11.17% |
$648K - $700K
|
129K
$6.62M
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9.08K+ 77.82% |
$453K - $490K
|
20.7K
$1.06M
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
8.75K+ 2.44% |
$436K - $472K
|
367K
$18.8M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
7.53K+ 226.67% |
$376K - $406K
|
10.9K
$556K
|
|
|
May 10, 2022
Q1 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
7.2K+ 10.56% |
$359K - $388K
|
75.3K
$3.86M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
7.05K+ 14.55% |
$352K - $380K
|
55.5K
$2.85M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.83KNew |
$341K - $369K
|
6.83K
$350K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.63K+ 14.52% |
$331K - $358K
|
52.3K
$2.68M
|
|
|
Apr 01, 2022
Q1 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
6.51K+ 2.31% |
$325K - $351K
|
288K
$14.8M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.47KNew |
$323K - $349K
|
6.47K
$332K
|
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
6.34K+ 29.96% |
$317K - $342K
|
27.5K
$1.41M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.33KNew |
$316K - $341K
|
6.33K
$324K
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
5.95K+ 28.85% |
$297K - $321K
|
26.6K
$1.36M
|
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
5.75K+ 23.41% |
$287K - $310K
|
30.3K
$1.55M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
5.36K+ 93.14% |
$268K - $289K
|
11.1K
$570K
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.04KNew |
$251K - $272K
|
5.04K
$258K
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.99KNew |
$249K - $269K
|
4.99K
$256K
|
|
|
Apr 26, 2022
Q1 2022
|
America First Investment Advisors, LLC
|
BUY
|
- |
4.83K+ 1.75% |
$241K - $260K
|
280K
$14.4M
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
4.55K+ 9.49% |
$227K - $245K
|
52.5K
$2.69M
|
|
|
May 06, 2022
Q1 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
4.04KNew |
$202K - $218K
|
4.04K
$207K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.02KNew |
$200K - $217K
|
4.02K
$206K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.95K+ 14.97% |
$197K - $213K
|
30.3K
$1.55M
|
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.91K+ 4.66% |
$195K - $211K
|
87.7K
$4.49M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.76K+ 3.6% |
$188K - $203K
|
108K
$5.55M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
3.6KNew |
$180K - $194K
|
3.6K
$185K
|