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 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-1.03K- 20.66% |
$51K - $54.7K
|
3.95K
$198K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.11K- 67.85% |
$55K - $59K
|
526
$26.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.19K- 0.69% |
$58.8K - $63.1K
|
170K
$8.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.44K- 2.09% |
$71.2K - $76.4K
|
67.4K
$3.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.54K- 3.25% |
$76.4K - $81.9K
|
45.9K
$2.29M
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.17K- 0.76% |
$107K - $115K
|
284K
$14.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.4K- 1.54% |
$119K - $127K
|
153K
$7.65M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.42K- 11.1% |
$120K - $128K
|
19.4K
$968K
|
|
|
Aug 07, 2024
Q2 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-2.46K- 31.96% |
$122K - $131K
|
5.23K
$262K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.62K- 12.43% |
$129K - $139K
|
18.4K
$921K
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-2.71K- 40.29% |
$134K - $144K
|
4.01K
$201K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.88K- 0.37% |
$143K - $153K
|
776K
$38.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.93K- 7.94% |
$145K - $156K
|
34K
$1.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.51K- 38.03% |
$174K - $186K
|
5.72K
$286K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-3.62K- 19.71% |
$179K - $192K
|
14.8K
$738K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.67K- 3.41% |
$181K - $195K
|
104K
$5.18M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.7K- 5.95% |
$183K - $196K
|
58.5K
$2.92M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.92K- 30.84% |
$194K - $208K
|
8.79K
$440K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.14K- 16.53% |
$205K - $220K
|
20.9K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.14K- 33.43% |
$304K - $326K
|
12.2K
$611K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-6.32K- 6.94% |
$313K - $336K
|
84.8K
$4.24M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.95K- 10.17% |
$344K - $369K
|
61.4K
$3.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.4K- 4.19% |
$465K - $499K
|
215K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-11.1K- 86.42% |
$551K - $591K
|
1.75K
$87.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-12.9K- 3.32% |
$639K - $685K
|
375K
$18.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.2K- 3.65% |
$704K - $755K
|
375K
$18.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.2K- 50.4% |
$751K - $805K
|
14.9K
$746K
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-16.8K- 8.27% |
$830K - $890K
|
186K
$9.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-21.8K- 10.91% |
$1.08M - $1.16M
|
178K
$8.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-24.9K- 9.76% |
$1.23M - $1.32M
|
230K
$11.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-25K- 43.7% |
$1.24M - $1.33M
|
32.2K
$1.61M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-26.7K- 13.48% |
$1.32M - $1.42M
|
171K
$8.56M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-32.7K- 10.6% |
$1.62M - $1.74M
|
276K
$13.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-38.5K- 61.31% |
$1.91M - $2.04M
|
24.3K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-51.2K- 52.76% |
$2.54M - $2.72M
|
45.9K
$2.29M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-61.9K- 21.3% |
$3.06M - $3.28M
|
229K
$11.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-66.1K- 42.45% |
$3.27M - $3.51M
|
89.6K
$4.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-95.7K- 7.52% |
$4.74M - $5.08M
|
1.18M
$58.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-102K- 68.18% |
$5.06M - $5.43M
|
47.7K
$2.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
SELL
|
- |
-304K- 26.95% |
$15M - $16.1M
|
823K
$41.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.37M- 94.22% |
$68M - $72.9M
|
84.3K
$4.21M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.66M- 28.8% |
$330M - $354M
|
16.5M
$824M
|