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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.35K+ 0.37% |
$67.1K - $71.9K
|
371K
$18.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.35K+ 6.26% |
$66.9K - $71.8K
|
22.9K
$1.15M
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
BUY
|
- |
1.28K+ 0.47% |
$63.5K - $68.1K
|
276K
$13.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.28K+ 16.98% |
$63.1K - $67.7K
|
8.78K
$439K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.24K+ 5.27% |
$61.3K - $65.8K
|
24.7K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.2K+ 5.28% |
$59.5K - $63.8K
|
23.9K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.12K+ 208.41% |
$55.2K - $59.2K
|
1.65K
$82.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.05K+ 223.09% |
$52.1K - $55.9K
|
1.53K
$76.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.04K+ 2.73% |
$51.4K - $55.1K
|
39.1K
$1.96M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
954+ 89.16% |
$47.2K - $50.7K
|
2.02K
$101K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
895New |
$44.3K - $47.5K
|
895
$44.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
872+ 8.81% |
$43.2K - $46.3K
|
10.8K
$538K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
763New |
$37.8K - $40.5K
|
763
$38.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
760+ 2.82% |
$37.6K - $40.4K
|
27.7K
$1.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
743+ 7.74% |
$36.8K - $39.5K
|
10.3K
$517K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
737+ 0.31% |
$36.5K - $39.1K
|
235K
$11.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
715+ 7.94% |
$35.4K - $38K
|
9.72K
$486K
|
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
710+ 1.64% |
$35.2K - $37.7K
|
44.1K
$2.21M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
671+ 0.4% |
$33.2K - $35.6K
|
167K
$8.34M
|
|
|
Jul 10, 2024
Q2 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
642+ 2.11% |
$31.8K - $34.1K
|
31.1K
$1.55M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
585+ 2.69% |
$29K - $31.1K
|
22.3K
$1.11M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
582+ 27.41% |
$28.8K - $30.9K
|
2.71K
$135K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
571+ 2.81% |
$28.3K - $30.3K
|
20.9K
$1.04M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
508+ 9.35% |
$25.2K - $27K
|
5.94K
$297K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
507+ 0.66% |
$25.1K - $26.9K
|
77.3K
$3.87M
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
487+ 1.01% |
$24.1K - $25.9K
|
48.5K
$2.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
479New |
$23.7K - $25.4K
|
479
$24K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
458New |
$22.7K - $24.3K
|
458
$22.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
388+ 0.48% |
$19.2K - $20.6K
|
81.8K
$4.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
375+ 0.95% |
$18.6K - $19.9K
|
39.8K
$1.99M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
306+ 11.43% |
$15.2K - $16.3K
|
2.98K
$149K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
292New |
$14.5K - $15.5K
|
292
$14.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
237+ 0.91% |
$11.7K - $12.6K
|
26.4K
$1.32M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
210New |
$10.4K - $11.2K
|
210
$10.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
206New |
$10.2K - $10.9K
|
206
$10.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
200+ 6.41% |
$9.9K - $10.6K
|
3.32K
$166K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
174New |
$8.62K - $9.24K
|
174
$8.7K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
169+ 55.23% |
$8.37K - $8.98K
|
475
$23.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
164New |
$8.12K - $8.71K
|
164
$8.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
159+ 5.05% |
$7.87K - $8.44K
|
3.31K
$166K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
91+ 252.78% |
$4.51K - $4.83K
|
127
$6.35K
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
81+ 0.07% |
$4.01K - $4.3K
|
120K
$6.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
68+ 1.31% |
$3.37K - $3.61K
|
5.27K
$263K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
29+ 0.68% |
$1.44K - $1.54K
|
4.31K
$215K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
27+ 0.53% |
$1.34K - $1.43K
|
5.1K
$255K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
27+ 0.22% |
$1.34K - $1.43K
|
12.4K
$618K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
17+ 0.29% |
$842 - $903
|
5.81K
$290K
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
15New |
$743 - $797
|
15
$750
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
12+ 1.27% |
$594 - $637
|
957
$47.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
11+ 34.38% |
$545 - $584
|
43
$2.15K
|