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 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-88- 1.24% |
$3.97K - $4.28K
|
7.03K
$346K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-100- 0.33% |
$4.52K - $4.86K
|
30.2K
$1.49M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-107- 2.08% |
$4.83K - $5.2K
|
5.04K
$248K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-141- 0.31% |
$6.37K - $6.85K
|
45.6K
$2.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-150- 12.65% |
$6.77K - $7.29K
|
1.04K
$51K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-199- 0.4% |
$8.98K - $9.67K
|
50.1K
$2.46M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-243- 7.86% |
$11K - $11.8K
|
2.85K
$140K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-243- 7.86% |
$11K - $11.8K
|
2.85K
$140K
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-248- 3.0% |
$11.2K - $12.1K
|
8.03K
$395K
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-276- 1.24% |
$12.5K - $13.4K
|
22K
$1.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-325- 1.61% |
$14.7K - $15.8K
|
19.8K
$976K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-325- 4.94% |
$14.7K - $15.8K
|
6.25K
$307K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-421- 2.08% |
$19K - $20.5K
|
19.8K
$973K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-450- 3.45% |
$20.3K - $21.9K
|
12.6K
$619K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-459- 4.22% |
$20.7K - $22.3K
|
10.4K
$512K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-533- 2.25% |
$24.1K - $25.9K
|
23.2K
$1.14M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-562- 7.39% |
$25.4K - $27.3K
|
7.04K
$346K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-563- 0.14% |
$25.4K - $27.4K
|
389K
$19.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-573- 14.13% |
$25.9K - $27.8K
|
3.48K
$171K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-584- 2.27% |
$26.4K - $28.4K
|
25.1K
$1.23M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-590- 2.45% |
$26.6K - $28.7K
|
23.5K
$1.16M
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-646- 2.57% |
$29.2K - $31.4K
|
24.5K
$1.21M
|
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-670- 1.09% |
$30.3K - $32.6K
|
60.9K
$2.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-708- 1.55% |
$32K - $34.4K
|
44.9K
$2.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-795- 7.42% |
$35.9K - $38.6K
|
9.92K
$488K
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-1.12K- 6.65% |
$50.5K - $54.3K
|
15.7K
$772K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.16K- 35.91% |
$52.4K - $56.4K
|
2.07K
$102K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.25K- 7.87% |
$56.3K - $60.6K
|
14.6K
$717K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.3K- 0.46% |
$58.8K - $63.3K
|
283K
$13.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.36K- 8.96% |
$61.5K - $66.2K
|
13.8K
$681K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.37K- 15.51% |
$61.9K - $66.6K
|
7.47K
$368K
|
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-1.49K- 20.21% |
$67.4K - $72.6K
|
5.9K
$290K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.51K- 4.02% |
$68K - $73.1K
|
35.9K
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.51K- 8.04% |
$68.1K - $73.3K
|
17.3K
$849K
|
|
|
Aug 10, 2023
Q2 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-1.57K- 14.01% |
$70.9K - $76.3K
|
9.63K
$474K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.57K- 2.54% |
$70.9K - $76.4K
|
60.4K
$2.97M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.98K- 7.12% |
$89.5K - $96.3K
|
25.9K
$1.27M
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2K- 8.93% |
$90.1K - $97K
|
20.4K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.47K- 4.19% |
$111K - $120K
|
56.4K
$2.78M
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-2.5K- 50.0% |
$113K - $122K
|
2.5K
$123K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-2.76K- 67.27% |
$125K - $134K
|
1.34K
$66.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.17K- 22.79% |
$143K - $154K
|
10.7K
$528K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-3.95K- 98.5% |
$178K - $192K
|
60
$2.95K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.01K- 43.93% |
$181K - $195K
|
5.12K
$252K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.18K- 72.64% |
$189K - $203K
|
1.57K
$77.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-5.21K- 2.44% |
$235K - $253K
|
209K
$10.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.47K- 15.23% |
$247K - $266K
|
30.5K
$1.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-6.3K- 24.05% |
$285K - $306K
|
19.9K
$979K
|
|
|
Aug 11, 2023
Q2 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-7.93K- 15.77% |
$358K - $385K
|
42.3K
$2.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-8.21K- 18.89% |
$371K - $399K
|
35.2K
$1.73M
|