Purchases and Sales Made in Q1 2023 in Wisdomtree Emerging Markets Sm (DGS)

DGS Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Emerging Markets Sm (DGS) during Q1 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
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
685K
+ 2.43%
$30.1M - $32.6M
28.9M $1.4B
Apr 19, 2023 Q1 2023
Hengehold Capital Management LLC

BUY
 -
285K
New
$12.5M - $13.5M
285K $13.7M
Apr 14, 2023 Q1 2023
Unison Advisors LLC

BUY
 -
255K
+ 28.39%
$11.2M - $12.2M
1.16M $55.8M
Apr 19, 2023 Q1 2023
Eastern Bank

BUY
 -
253K
New
$11.1M - $12M
253K $12.2M
May 15, 2023 Q1 2023
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
217K
New
$9.55M - $10.3M
217K $10.5M
May 10, 2023 Q1 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
196K
New
$8.61M - $9.32M
196K $9.45M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
110K
+ 8.79%
$4.85M - $5.25M
1.37M $65.9M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
86.3K
+ 16.64%
$3.8M - $4.11M
605K $29.2M
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
74.9K
New
$3.29M - $3.56M
74.9K $3.61M
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
74.9K
New
$3.29M - $3.56M
74.9K $3.61M
Apr 14, 2023 Q1 2023
O'Connor Financial Group LLC

Quincy, IL
BUY
 -
59.8K
New
$2.63M - $2.84M
59.8K $2.88M
May 12, 2023 Q1 2023
Old Mission Capital LLC

BUY
 -
52.3K
+ 64.95%
$2.3M - $2.49M
133K $6.41M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
43.6K
+ 22.52%
$1.92M - $2.08M
237K $11.5M
May 12, 2023 Q1 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
39K
+ 19.69%
$1.71M - $1.85M
237K $11.4M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
38.8K
+ 32.99%
$1.71M - $1.84M
156K $7.54M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
34K
+ 63.04%
$1.49M - $1.62M
87.8K $4.24M
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

BUY
 -
30.5K
+ 26.75%
$1.34M - $1.45M
145K $6.98M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
24.3K
+ 1714.2%
$1.07M - $1.15M
25.7K $1.24M
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
21.6K
+ 4.99%
$952K - $1.03M
455K $22M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
20.2K
New
$888K - $961K
20.2K $974K
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
18.3K
+ 2.46%
$805K - $871K
763K $36.8M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
12.9K
+ 35.88%
$568K - $615K
48.9K $2.36M
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

BUY
 -
12.9K
+ 14.39%
$566K - $612K
102K $4.94M
Apr 27, 2023 Q1 2023
Matisse Capital

BUY
 -
11.5K
New
$507K - $548K
11.5K $556K
May 09, 2023 Q1 2023
Tortoise Investment Management, LLC

BUY
 -
10.6K
+ 8.16%
$465K - $503K
140K $6.76M
May 09, 2023 Q1 2023
Portland Global Advisors LLC

BUY
 -
10.2K
+ 12.16%
$447K - $483K
93.7K $4.52M
May 05, 2023 Q1 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
9.25K
+ 18.09%
$407K - $440K
60.4K $2.91M
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
9.06K
+ 18.44%
$399K - $431K
58.2K $2.81M
May 12, 2023 Q1 2023
Boston Financial Mangement LLC

Boston, MA
BUY
 -
8.96K
+ 2.56%
$394K - $426K
359K $17.3M
May 12, 2023 Q1 2023
Great Point Wealth Advisors, LLC

Boston, MA
BUY
 -
8.77K
+ 3.71%
$385K - $417K
245K $11.8M
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
8.49K
+ 9.15%
$373K - $404K
101K $4.89M
Jun 03, 2024 Q1 2023
Vontobel Holding Ltd.

BUY
 -
6.12K
New
$269K - $291K
6.12K $295K
Apr 24, 2023 Q1 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
5.47K
New
$241K - $260K
5.47K $264K
May 03, 2023 Q1 2023
Raymond James Trust N.A.

BUY
 -
5.05K
New
$222K - $240K
5.05K $244K
Apr 17, 2023 Q1 2023
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
5K
New
$220K - $238K
5K $241K
May 08, 2023 Q1 2023
Capital Management Corp

BUY
 -
4.9K
New
$216K - $233K
4.9K $236K
May 12, 2023 Q1 2023
Dynamic Technology Lab Private LTD

Singapore, U0
BUY
 -
4.83K
New
$212K - $230K
4.83K $233K
May 11, 2023 Q1 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
4.74K
New
$209K - $226K
4.74K $229K
Apr 17, 2023 Q1 2023
Claro Advisors LLC

Boston, MA
BUY
 -
4.61K
New
$203K - $219K
4.61K $222K
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
4.43K
+ 4.25%
$195K - $211K
109K $5.24M
May 05, 2023 Q1 2023
3 D/L Capital Management, LLC

BUY
 -
4.39K
New
$193K - $209K
4.39K $212K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
4.38K
New
$193K - $208K
4.38K $211K
May 10, 2023 Q1 2023
Moran Wealth Management, LLC

Naples, FL
BUY
 -
4.37K
New
$192K - $208K
4.37K $211K
Oct 26, 2023 Q1 2023
Sound Stewardship, LLC

Overland Park, KS
BUY
 -
4.08K
+ 7.11%
$180K - $194K
61.5K $2.97M
May 03, 2023 Q1 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
4.07K
+ 20.9%
$179K - $193K
23.5K $1.13M
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
3.89K
New
$171K - $185K
3.89K $188K
Apr 27, 2023 Q1 2023
Stratos Wealth Partners, Ltd.

BUY
 -
3.8K
+ 21.74%
$167K - $181K
21.3K $1.03M
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
3.72K
+ 18.59%
$164K - $177K
23.7K $1.14M
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
3.35K
+ 2.74%
$147K - $159K
125K $6.05M

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