Purchases and Sales Made in Q1 2023 in Wisdomtree Emerging Markets Sm (DGS)
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 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
69+ 10.6% |
$3.03K - $3.28K
|
720
$34.8K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
64+ 8.0% |
$2.81K - $3.05K
|
864
$41.8K
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
62+ 1.04% |
$2.73K - $2.95K
|
6.02K
$291K
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
57+ 0.87% |
$2.51K - $2.71K
|
6.57K
$318K
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
12+ 0.05% |
$528 - $571
|
24.1K
$1.16M
|
|
May 11, 2023
Q1 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
10+ 0.02% |
$440 - $476
|
50.3K
$2.43M
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
10+ 0.24% |
$440 - $476
|
4.1K
$198K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.86% |
$264 - $285
|
702
$33.9K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5+ 0.06% |
$220 - $238
|
8.84K
$428K
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.17% |
$88 - $95.2
|
1.19K
$57.3K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
2+ 0.22% |
$88 - $95.2
|
902
$43.6K
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2+ 0.2% |
$88 - $95.2
|
998
$48.3K
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$44 - $47.6
|
12.3K
$593K
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.12% |
$44 - $47.6
|
867
$41.9K
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.34% |
$44 - $47.6
|
292
$14.1K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-5- 0.02% |
$220 - $238
|
23.5K
$1.14M
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-22- 12.5% |
$968 - $1.05K
|
154
$7.45K
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-61- 33.33% |
$2.68K - $2.9K
|
122
$5.9K
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-75Closed |
$3.3K - $3.57K
|
0
$0
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-83- 1.09% |
$3.65K - $3.95K
|
7.5K
$363K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-128- 1.66% |
$5.63K - $6.09K
|
7.6K
$368K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-133- 0.18% |
$5.85K - $6.33K
|
72.1K
$3.49M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-134- 21.54% |
$5.89K - $6.38K
|
488
$23.6K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-142- 0.24% |
$6.25K - $6.76K
|
58.9K
$2.85M
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-156- 4.61% |
$6.86K - $7.42K
|
3.23K
$156K
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-180- 0.24% |
$7.92K - $8.56K
|
75.3K
$3.64M
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-183- 1.38% |
$8.05K - $8.71K
|
13K
$630K
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-198- 1.16% |
$8.71K - $9.42K
|
16.8K
$813K
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-201- 1.31% |
$8.84K - $9.56K
|
15.2K
$735K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-211- 2.07% |
$9.28K - $10K
|
9.98K
$483K
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-225- 0.89% |
$9.9K - $10.7K
|
25.2K
$1.22M
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-229- 2.73% |
$10.1K - $10.9K
|
8.17K
$395K
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-246- 1.15% |
$10.8K - $11.7K
|
21.1K
$1.02M
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-250- 7.49% |
$11K - $11.9K
|
3.09K
$149K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-250- 2.28% |
$11K - $11.9K
|
10.7K
$518K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-317- 66.46% |
$13.9K - $15.1K
|
160
$7.74K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-378- 1.04% |
$16.6K - $18K
|
36K
$1.74M
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-436- 5.57% |
$19.2K - $20.7K
|
7.39K
$357K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-587- 7.42% |
$25.8K - $27.9K
|
7.33K
$354K
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-659- 3.09% |
$29K - $31.4K
|
20.7K
$999K
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-687- 1.97% |
$30.2K - $32.7K
|
34.1K
$1.65M
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-698- 14.84% |
$30.7K - $33.2K
|
4.01K
$194K
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-715- 1.62% |
$31.4K - $34K
|
43.5K
$2.1M
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-744- 7.53% |
$32.7K - $35.4K
|
9.14K
$442K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-827- 5.98% |
$36.4K - $39.3K
|
13K
$629K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.25K- 8.17% |
$54.8K - $59.3K
|
14K
$678K
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.27K- 4.36% |
$55.9K - $60.5K
|
27.9K
$1.35M
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-2.08K- 6.48% |
$91.6K - $99.1K
|
30K
$1.45M
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.42K- 1.12% |
$107K - $115K
|
214K
$10.3M
|