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 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9+ 0.38% |
$446 - $478
|
2.35K
$118K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5+ 0.04% |
$248 - $266
|
12.3K
$618K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 0.34% |
$149 - $159
|
877
$44.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3New |
$149 - $159
|
3
$151
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 1.5% |
$149 - $159
|
203
$10.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3+ 0.14% |
$149 - $159
|
2.08K
$105K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
1+ 0.02% |
$49.5 - $53.1
|
5.64K
$284K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$49.5 - $53.1
|
50.1K
$2.52M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.45% |
$49.5 - $53.1
|
70
$3.52K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6- 0.06% |
$297 - $319
|
9.67K
$486K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6- 85.71% |
$297 - $319
|
1
$50.3
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7- 0.16% |
$347 - $372
|
4.45K
$224K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-9- 0.45% |
$446 - $478
|
1.98K
$99.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-20- 1.95% |
$990 - $1.06K
|
1.01K
$50.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-27- 18.24% |
$1.34K - $1.43K
|
121
$6.09K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-28- 0.08% |
$1.39K - $1.49K
|
35.5K
$1.78M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-31- 0.22% |
$1.54K - $1.65K
|
14.2K
$712K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-41- 0.4% |
$2.03K - $2.18K
|
10.3K
$518K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-49Closed |
$2.43K - $2.6K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-63- 0.86% |
$3.12K - $3.35K
|
7.27K
$366K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-65- 13.63% |
$3.22K - $3.45K
|
412
$20.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-100- 78.74% |
$4.95K - $5.31K
|
27
$1.36K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-123- 48.05% |
$6.09K - $6.53K
|
133
$6.69K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-130- 1.24% |
$6.44K - $6.9K
|
10.4K
$521K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-159- 3.29% |
$7.87K - $8.44K
|
4.68K
$235K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-165- 1.31% |
$8.17K - $8.76K
|
12.5K
$627K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-188- 1.4% |
$9.31K - $9.98K
|
13.3K
$667K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-242- 1.39% |
$12K - $12.9K
|
17.2K
$864K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-242- 1.73% |
$12K - $12.9K
|
13.7K
$690K
|
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-243- 0.96% |
$12K - $12.9K
|
25.1K
$1.26M
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-263- 3.38% |
$13K - $14K
|
7.51K
$378K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-283- 1.49% |
$14K - $15K
|
18.7K
$941K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-356- 5.7% |
$17.6K - $18.9K
|
5.89K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-405Closed |
$20.1K - $21.5K
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-435- 7.05% |
$21.5K - $23.1K
|
5.74K
$289K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-498- 1.02% |
$24.7K - $26.4K
|
48.2K
$2.42M
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-540- 3.32% |
$26.7K - $28.7K
|
15.7K
$792K
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-568- 5.05% |
$28.1K - $30.2K
|
10.7K
$537K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-617- 2.59% |
$30.6K - $32.8K
|
23.2K
$1.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-660- 5.69% |
$32.7K - $35.1K
|
10.9K
$550K
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-674- 2.03% |
$33.4K - $35.8K
|
32.6K
$1.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-682- 6.03% |
$33.8K - $36.2K
|
10.6K
$535K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-712- 14.11% |
$35.3K - $37.8K
|
4.34K
$218K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-733- 8.11% |
$36.3K - $38.9K
|
8.31K
$418K
|
|
|
Aug 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-830- 2.67% |
$41.1K - $44.1K
|
30.3K
$1.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-863- 11.85% |
$42.7K - $45.8K
|
6.42K
$323K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-863- 17.53% |
$42.7K - $45.8K
|
4.06K
$204K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-887- 14.81% |
$43.9K - $47.1K
|
5.1K
$257K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-940- 3.26% |
$46.5K - $49.9K
|
27.9K
$1.4M
|