Purchases and Sales Made in Q2 2024 in Wisdomtree Emerging Markets Sm (DGS)
This table provides information about the institutional ownership of Wisdomtree Emerging Markets Sm (DGS) during Q2 2024. 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 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
151K+ 46.53% |
$7.48M - $8.03M
|
476K
$23.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
61.4KNew |
$3.04M - $3.26M
|
61.4K
$3.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
53.7K+ 17.93% |
$2.66M - $2.85M
|
353K
$17.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
35.4K+ 639.01% |
$1.75M - $1.88M
|
40.9K
$2.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
31K+ 175.67% |
$1.54M - $1.65M
|
48.7K
$2.43M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.3K+ 3.85% |
$1.25M - $1.34M
|
683K
$34.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.3K+ 3.85% |
$1.25M - $1.34M
|
683K
$34.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
23.4KNew |
$1.16M - $1.25M
|
23.4K
$1.17M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
20.6K+ 10.92% |
$1.02M - $1.09M
|
209K
$10.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
18.9KNew |
$938K - $1.01M
|
18.9K
$947K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.4K+ 42.83% |
$861K - $923K
|
58K
$2.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.7K+ 2.93% |
$728K - $781K
|
517K
$25.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.9K+ 350.33% |
$686K - $736K
|
17.8K
$890K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
13.8K+ 3.4% |
$682K - $731K
|
418K
$20.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
13.7K+ 8.63% |
$680K - $730K
|
173K
$8.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12K+ 47.47% |
$595K - $638K
|
37.3K
$1.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.2KNew |
$555K - $595K
|
11.2K
$560K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.2KNew |
$505K - $541K
|
10.2K
$510K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.62K+ 1.71% |
$477K - $511K
|
572K
$28.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
7.74K+ 697.03% |
$383K - $411K
|
8.86K
$443K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.67KNew |
$380K - $407K
|
7.67K
$383K
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
7.25K+ 11.87% |
$359K - $385K
|
68.4K
$3.42M
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
7.05KNew |
$349K - $374K
|
7.05K
$352K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
5.93K+ 13.75% |
$294K - $315K
|
49.1K
$2.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
5.56K+ 4.83% |
$275K - $295K
|
121K
$6.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.5K+ 10.83% |
$272K - $292K
|
56.2K
$2.81M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.22K+ 16.69% |
$258K - $277K
|
36.5K
$1.82M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5.17K+ 17.12% |
$256K - $275K
|
35.4K
$1.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
4.77K+ 4.09% |
$236K - $253K
|
121K
$6.07M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.34KNew |
$215K - $231K
|
4.34K
$217K
|
|
|
Aug 06, 2024
Q2 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
4.31KNew |
$213K - $229K
|
4.31K
$215K
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
3.92K+ 3.13% |
$194K - $208K
|
129K
$6.46M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.92KNew |
$194K - $208K
|
3.92K
$196K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.91KNew |
$194K - $208K
|
3.91K
$196K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.73K+ 241.62% |
$185K - $198K
|
5.28K
$264K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.48K+ 20.94% |
$172K - $185K
|
20.1K
$1.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.27K+ 1.65% |
$162K - $174K
|
201K
$10.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.26K+ 2.85% |
$162K - $173K
|
118K
$5.88M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.04K+ 33.86% |
$150K - $161K
|
12K
$600K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.92K+ 52.97% |
$145K - $155K
|
8.44K
$422K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.62K+ 5.34% |
$130K - $139K
|
51.8K
$2.59M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.58K+ 20.07% |
$128K - $137K
|
15.5K
$773K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.47K+ 1.92% |
$123K - $131K
|
131K
$6.56M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.28KNew |
$113K - $121K
|
2.28K
$114K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.1K+ 2.78% |
$104K - $112K
|
77.9K
$3.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
2.04K+ 1.0% |
$101K - $109K
|
205K
$10.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.04K+ 10.53% |
$101K - $108K
|
21.4K
$1.07M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.97K+ 6.49% |
$97.8K - $105K
|
32.4K
$1.62M
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
1.94K+ 2.08% |
$96.1K - $103K
|
95.1K
$4.76M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.85K+ 3.2% |
$91.7K - $98.3K
|
59.7K
$2.98M
|