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
|
Maseco LLP
London, |
BUY
|
- |
1.31KNew |
$56.9K - $72.5K
|
1.31K
$74.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
902+ 2.98% |
$39.1K - $49.8K
|
31.2K
$1.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
845+ 4.01% |
$36.6K - $46.7K
|
21.9K
$1.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
806+ 2.63% |
$34.9K - $44.5K
|
31.4K
$1.78M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
786+ 8.88% |
$34.1K - $43.4K
|
9.64K
$547K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
762+ 1.39% |
$33K - $42.1K
|
55.5K
$3.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
732+ 7.17% |
$31.7K - $40.4K
|
10.9K
$620K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
660+ 1.68% |
$28.6K - $36.5K
|
39.8K
$2.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
607+ 1.42% |
$26.3K - $33.5K
|
43.5K
$2.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
548New |
$23.8K - $30.3K
|
548
$31.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
539+ 11.34% |
$23.4K - $29.8K
|
5.29K
$300K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
533+ 1.43% |
$23.1K - $29.4K
|
37.7K
$2.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
499+ 7.59% |
$21.6K - $27.6K
|
7.08K
$401K
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
467+ 3.83% |
$20.2K - $25.8K
|
12.7K
$718K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
392+ 7.61% |
$17K - $21.7K
|
5.55K
$314K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
347+ 3.59% |
$15K - $19.2K
|
10K
$568K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
254+ 9.81% |
$11K - $14K
|
2.84K
$161K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
220New |
$9.53K - $12.2K
|
220
$12.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
213+ 8.78% |
$9.23K - $11.8K
|
2.64K
$150K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
184+ 292.06% |
$7.97K - $10.2K
|
247
$14K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
176+ 0.51% |
$7.63K - $9.72K
|
34.7K
$1.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
150New |
$6.5K - $8.29K
|
150
$8.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
141+ 0.35% |
$6.11K - $7.79K
|
40.1K
$2.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
122+ 0.35% |
$5.29K - $6.74K
|
35.2K
$2M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
121New |
$5.24K - $6.68K
|
121
$6.86K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
108New |
$4.68K - $5.97K
|
108
$6.12K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
92+ 0.48% |
$3.99K - $5.08K
|
19.4K
$1.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
89New |
$3.86K - $4.92K
|
89
$5.04K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
63+ 0.95% |
$2.73K - $3.48K
|
6.73K
$381K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
52New |
$2.25K - $2.87K
|
52
$2.95K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
43New |
$1.86K - $2.38K
|
43
$2.44K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
40New |
$1.73K - $2.21K
|
40
$2.27K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23+ 0.49% |
$997 - $1.27K
|
4.73K
$268K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
22+ 0.41% |
$953 - $1.22K
|
5.4K
$306K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
17New |
$737 - $939
|
17
$964
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
16New |
$693 - $884
|
16
$907
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
12+ 0.29% |
$520 - $663
|
4.09K
$232K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
9+ 0.31% |
$390 - $497
|
2.87K
$163K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
5+ 0.04% |
$217 - $276
|
13.3K
$755K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 0.86% |
$173 - $221
|
471
$26.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3+ 0.14% |
$130 - $166
|
2.09K
$118K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 0.43% |
$86.7 - $110
|
468
$26.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 1.11% |
$86.7 - $110
|
182
$10.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1+ 0.01% |
$43.3 - $55.2
|
7.24K
$410K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-6- 0.76% |
$260 - $331
|
780
$44.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8- 42.11% |
$347 - $442
|
11
$623
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.21% |
$693 - $884
|
7.68K
$435K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-24- 20.51% |
$1.04K - $1.33K
|
93
$5.27K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-26- 0.49% |
$1.13K - $1.44K
|
5.33K
$302K
|