Purchases and Sales Made in Q2 2022 in Wisdomtree Emerging Markets Sm (DGS)
This table provides information about the institutional ownership of Wisdomtree Emerging Markets Sm (DGS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.89K+ 2.23% |
$129K - $157K
|
132K
$6.46M
|
|
|
Jul 12, 2022
Q2 2022
|
America First Investment Advisors, LLC
|
BUY
|
- |
2.78K+ 0.99% |
$124K - $151K
|
283K
$13.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.77K+ 8.87% |
$124K - $151K
|
34K
$1.66M
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.7K+ 53.49% |
$120K - $147K
|
7.73K
$378K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.67K+ 34.32% |
$119K - $146K
|
10.5K
$512K
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
2.65K+ 4.81% |
$118K - $144K
|
57.8K
$2.83M
|
|
|
Jul 21, 2022
Q2 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
2.51K+ 12.74% |
$112K - $137K
|
22.2K
$1.09M
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
2.37KNew |
$106K - $129K
|
2.37K
$116K
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.35K+ 7.74% |
$105K - $128K
|
32.6K
$1.6M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.01K+ 10.07% |
$89.9K - $110K
|
22K
$1.08M
|
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.78K+ 2.13% |
$79.3K - $96.9K
|
85.2K
$4.17M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.75K+ 21.28% |
$78.2K - $95.5K
|
9.98K
$489K
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.64K+ 6.72% |
$73K - $89.2K
|
26K
$1.27M
|
|
|
Jul 29, 2022
Q2 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.61K+ 30.21% |
$71.8K - $87.7K
|
6.93K
$339K
|
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.31K+ 3.39% |
$58.3K - $71.1K
|
39.8K
$1.95M
|
|
|
Jul 20, 2022
Q2 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.12K+ 0.71% |
$50K - $61.1K
|
160K
$7.82M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
968+ 6.34% |
$43.2K - $52.8K
|
16.2K
$794K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
883+ 13.88% |
$39.4K - $48.1K
|
7.24K
$354K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
788+ 1.87% |
$35.2K - $43K
|
43K
$2.11M
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
735+ 6.61% |
$32.8K - $40.1K
|
11.9K
$580K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
710+ 88.75% |
$31.7K - $38.7K
|
1.51K
$73.9K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
707+ 65.95% |
$31.6K - $38.5K
|
1.78K
$87K
|
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
692+ 2.97% |
$30.9K - $37.7K
|
24K
$1.17M
|
|
|
Aug 02, 2022
Q2 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
667+ 2.81% |
$29.8K - $36.4K
|
24.4K
$1.19M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
615+ 7.1% |
$27.5K - $33.5K
|
9.28K
$454K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
552New |
$24.6K - $30.1K
|
552
$27K
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
447+ 1.4% |
$20K - $24.4K
|
32.3K
$1.58M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
404+ 56.35% |
$18K - $22K
|
1.12K
$54.9K
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
BUY
|
- |
397New |
$17.7K - $21.6K
|
397
$19.4K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
376New |
$16.8K - $20.5K
|
376
$18.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
330+ 6.62% |
$14.7K - $18K
|
5.31K
$260K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
236+ 106.31% |
$10.5K - $12.9K
|
458
$22.4K
|
|
|
Jul 15, 2022
Q2 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
219+ 0.8% |
$9.78K - $11.9K
|
27.7K
$1.36M
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
169New |
$7.54K - $9.21K
|
169
$8.27K
|
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
116+ 2.36% |
$5.18K - $6.32K
|
5.02K
$246K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
106+ 20.04% |
$4.73K - $5.78K
|
635
$31.1K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
94New |
$4.2K - $5.12K
|
94
$4.6K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
80+ 80.0% |
$3.57K - $4.36K
|
180
$8.81K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
48New |
$2.14K - $2.62K
|
48
$2.35K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
21+ 2.46% |
$937 - $1.14K
|
876
$42.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
17+ 2.21% |
$759 - $927
|
787
$38.5K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
17New |
$759 - $927
|
17
$832
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
16New |
$714 - $872
|
16
$783
|
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
13+ 1.34% |
$580 - $709
|
980
$48K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 1.13% |
$223 - $273
|
449
$22K
|
|
|
Aug 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
4+ 0.47% |
$179 - $218
|
862
$42.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 2.7% |
$134 - $164
|
114
$5.58K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
3+ 2.07% |
$134 - $164
|
148
$7.24K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2+ 0.06% |
$89.3 - $109
|
3.6K
$176K
|
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$44.6 - $54.5
|
50.3K
$2.46M
|