Purchases and Sales Made in Q2 2023 in Wisdomtree Emerging Markets Sm (DGS)
This table provides information about the institutional ownership of Wisdomtree Emerging Markets Sm (DGS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.95M+ 6.74% |
$88.1M - $94.8M
|
30.9M
$1.57B
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
43.1K+ 27.54% |
$1.94M - $2.09M
|
199K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
42.1K+ 6.97% |
$1.9M - $2.05M
|
647K
$33M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.8K+ 15.94% |
$1.71M - $1.84M
|
275K
$14M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
27.9K+ 14.24% |
$1.26M - $1.36M
|
224K
$11.4M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.9K+ 5.47% |
$1.12M - $1.21M
|
480K
$24.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
19.8K+ 19.34% |
$893K - $961K
|
122K
$6.22M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
17.9KNew |
$807K - $869K
|
17.9K
$911K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
17.6KNew |
$795K - $856K
|
17.6K
$898K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15K+ 13.78% |
$676K - $728K
|
124K
$6.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
13.9KNew |
$627K - $675K
|
13.9K
$708K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.9K+ 6.42% |
$627K - $674K
|
230K
$11.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
13.9K+ 9.59% |
$626K - $674K
|
158K
$8.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
13.4K+ 7.87% |
$603K - $650K
|
183K
$9.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
11.2K+ 47.5% |
$504K - $543K
|
34.7K
$1.77M
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
9.32K+ 3.81% |
$421K - $453K
|
254K
$12.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9.02K+ 6.44% |
$407K - $438K
|
149K
$7.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.92K+ 0.58% |
$358K - $385K
|
1.37M
$70M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
7.67K+ 12.7% |
$346K - $373K
|
68.1K
$3.47M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
7.58K+ 3.89% |
$342K - $369K
|
203K
$10.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.82K+ 2.34% |
$308K - $332K
|
298K
$15.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.01KNew |
$271K - $292K
|
6.01K
$306K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.97K+ 10.25% |
$269K - $290K
|
64.2K
$3.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.85KNew |
$264K - $284K
|
5.85K
$298K
|
|
|
Jul 14, 2023
Q2 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
5.38K+ 5.61% |
$243K - $261K
|
101K
$5.16M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
5.33KNew |
$241K - $259K
|
5.33K
$272K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5K+ 35.64% |
$226K - $243K
|
19K
$970K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5KNew |
$226K - $243K
|
5K
$255K
|
|
|
Aug 10, 2023
Q2 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4.93K+ 2.27% |
$223K - $240K
|
222K
$11.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.84K+ 22.45% |
$219K - $235K
|
26.4K
$1.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
4.83K+ 1.34% |
$218K - $235K
|
364K
$18.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.62KNew |
$209K - $225K
|
4.62K
$236K
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
4.61K+ 4.91% |
$208K - $224K
|
98.3K
$5.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.53K+ 17.63% |
$204K - $220K
|
30.2K
$1.54M
|
|
|
Jul 14, 2023
Q2 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
4.41K+ 7.37% |
$199K - $214K
|
64.2K
$3.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
3.58KNew |
$162K - $174K
|
3.58K
$182K
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.96K+ 21.21% |
$134K - $144K
|
16.9K
$863K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.88K+ 5.9% |
$130K - $140K
|
51.8K
$2.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.7KNew |
$122K - $131K
|
2.7K
$138K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.53K+ 6.47% |
$114K - $123K
|
41.6K
$2.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.52K+ 0.33% |
$114K - $122K
|
766K
$39M
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
2.39K+ 1.44% |
$108K - $116K
|
168K
$8.56M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.24K+ 10.5% |
$101K - $109K
|
23.5K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.08K+ 1.66% |
$94K - $101K
|
127K
$6.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.07K+ 5.01% |
$93.5K - $101K
|
43.4K
$2.21M
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.06K+ 6.03% |
$92.8K - $99.9K
|
36.2K
$1.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.84K+ 94.69% |
$82.9K - $89.2K
|
3.77K
$192K
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
BUY
|
- |
1.62K+ 0.64% |
$73.2K - $78.8K
|
255K
$13M
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.53K+ 1.07% |
$69.3K - $74.6K
|
145K
$7.39M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.46K+ 47.07% |
$65.9K - $71K
|
4.56K
$233K
|