Purchases and Sales Made in Q2 2025 in Wisdomtree Emerging Markets Sm (DGS)
This table provides information about the institutional ownership of Wisdomtree Emerging Markets Sm (DGS) during Q2 2025. 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 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
78.9K+ 30.83% |
$3.42M - $4.36M
|
335K
$18.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
17.9K+ 8.31% |
$775K - $987K
|
233K
$13M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
16.8KNew |
$727K - $926K
|
16.8K
$934K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
5.9KNew |
$256K - $326K
|
5.9K
$329K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
5.83K+ 5.27% |
$253K - $322K
|
117K
$6.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
4.7K+ 111.26% |
$204K - $260K
|
8.93K
$498K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
4.25K+ 27.69% |
$184K - $235K
|
19.6K
$1.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3.78K+ 3.01% |
$164K - $209K
|
129K
$7.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
2.57K+ 8.08% |
$111K - $142K
|
34.3K
$1.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
1.47K+ 1.93% |
$63.5K - $80.9K
|
77.5K
$4.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.31KNew |
$56.9K - $72.5K
|
1.31K
$73.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
660+ 1.68% |
$28.6K - $36.5K
|
39.8K
$2.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
539+ 11.34% |
$23.4K - $29.8K
|
5.29K
$295K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
533+ 1.43% |
$23.1K - $29.4K
|
37.7K
$2.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
499+ 7.59% |
$21.6K - $27.6K
|
7.08K
$394K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
43New |
$1.86K - $2.38K
|
43
$2.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
40New |
$1.73K - $2.21K
|
40
$2.23K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 0.86% |
$173 - $221
|
471
$26.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3+ 0.14% |
$130 - $166
|
2.09K
$116K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1+ 0.01% |
$43.3 - $55.2
|
7.24K
$403K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-75- 18.29% |
$3.25K - $4.14K
|
335
$18.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-115- 0.33% |
$4.98K - $6.35K
|
34.3K
$1.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-150- 2.75% |
$6.5K - $8.29K
|
5.3K
$295K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-292- 5.44% |
$12.7K - $16.1K
|
5.08K
$283K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-363- 7.55% |
$15.7K - $20.1K
|
4.44K
$248K
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-375- 2.43% |
$16.3K - $20.7K
|
15.1K
$839K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-409- 1.87% |
$17.7K - $22.6K
|
21.4K
$1.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-425- 1.85% |
$18.4K - $23.5K
|
22.5K
$1.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-679- 1.59% |
$29.4K - $37.5K
|
42K
$2.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.19K- 3.93% |
$94.9K - $121K
|
53.5K
$2.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-3.58K- 2.16% |
$155K - $198K
|
163K
$9.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-25.9K- 86.6% |
$1.12M - $1.43M
|
4.01K
$224K
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-241K- 88.17% |
$10.4M - $13.3M
|
32.3K
$1.8M
|