Purchases and Sales Made in Q1 2025 in Wisdomtree Emerging Markets Sm (DGS)
This table provides information about the institutional ownership of Wisdomtree Emerging Markets Sm (DGS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
46.5K+ 22.19% |
$2.2M - $2.33M
|
256K
$12.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
20KNew |
$948K - $1M
|
20K
$949K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
14.1KNew |
$668K - $708K
|
14.1K
$669K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.21K+ 3.97% |
$389K - $413K
|
215K
$10.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.35K+ 41184.62% |
$254K - $269K
|
5.37K
$255K
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
5.05K+ 4.78% |
$239K - $254K
|
111K
$5.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
4.8K+ 15.81% |
$227K - $241K
|
35.1K
$1.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.82K+ 11.46% |
$181K - $192K
|
37.2K
$1.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.78K+ 59.73% |
$84.2K - $89.3K
|
4.75K
$225K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
735+ 2.37% |
$34.8K - $36.9K
|
31.8K
$1.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
548New |
$26K - $27.5K
|
548
$26K
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
422+ 1.4% |
$20K - $21.2K
|
30.6K
$1.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
364+ 7.6% |
$17.3K - $18.3K
|
5.15K
$245K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
311+ 1.3% |
$14.7K - $15.6K
|
24.3K
$1.15M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
126New |
$5.97K - $6.33K
|
126
$5.98K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2+ 0.03% |
$94.8 - $100
|
5.83K
$277K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1+ 0.05% |
$47.4 - $50.2
|
2.09K
$99K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.21% |
$47.4 - $50.2
|
467
$22.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-15- 0.31% |
$711 - $754
|
4.81K
$228K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-176- 1.68% |
$8.34K - $8.84K
|
10.3K
$489K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-236- 0.14% |
$11.2K - $11.9K
|
166K
$7.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-255- 18.32% |
$12.1K - $12.8K
|
1.14K
$54K
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-356- 1.02% |
$16.9K - $17.9K
|
34.4K
$1.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-423- 3.43% |
$20.1K - $21.3K
|
11.9K
$566K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-433- 6.74% |
$20.5K - $21.8K
|
5.99K
$284K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-647- 6.16% |
$30.7K - $32.5K
|
9.86K
$468K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-816- 5.58% |
$38.7K - $41K
|
13.8K
$655K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.41K- 1.11% |
$66.6K - $70.6K
|
125K
$5.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.67K- 2.92% |
$79.3K - $84.1K
|
55.7K
$2.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.77K- 21.23% |
$84K - $89K
|
6.58K
$312K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-9.66K- 19.78% |
$458K - $485K
|
39.2K
$1.86M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-15.6K- 38.21% |
$737K - $782K
|
25.2K
$1.19M
|