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 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-35- 2.42% |
$1.52K - $1.93K
|
1.41K
$79.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-36- 0.99% |
$1.56K - $1.99K
|
3.61K
$205K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-43- 20.09% |
$1.86K - $2.38K
|
171
$9.69K
|
|
|
Oct 08, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-48- 0.4% |
$2.08K - $2.65K
|
11.9K
$673K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-66- 75.0% |
$2.86K - $3.65K
|
22
$1.25K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-72- 1.7% |
$3.12K - $3.98K
|
4.15K
$235K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-75- 18.29% |
$3.25K - $4.14K
|
335
$19K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-86- 0.18% |
$3.73K - $4.75K
|
47.2K
$2.67M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-88- 0.17% |
$3.81K - $4.86K
|
50.9K
$2.89M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-94- 0.91% |
$4.07K - $5.19K
|
10.2K
$579K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-100- 0.99% |
$4.33K - $5.52K
|
9.96K
$564K
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-115- 0.33% |
$4.98K - $6.35K
|
34.3K
$1.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-118- 15.73% |
$5.11K - $6.52K
|
632
$35.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-125- 2.8% |
$5.42K - $6.91K
|
4.34K
$246K
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-150- 2.75% |
$6.5K - $8.29K
|
5.3K
$300K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-175- 82.55% |
$7.58K - $9.67K
|
37
$2.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-206- 11.93% |
$8.93K - $11.4K
|
1.52K
$86.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-245- 0.88% |
$10.6K - $13.5K
|
27.5K
$1.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-249- 2.52% |
$10.8K - $13.8K
|
9.62K
$545K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-272- 1.79% |
$11.8K - $15K
|
14.9K
$845K
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-290- 5.57% |
$12.6K - $16K
|
4.92K
$279K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-292- 5.44% |
$12.7K - $16.1K
|
5.08K
$288K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-300- 26.95% |
$13K - $16.6K
|
813
$46.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-318- 5.1% |
$13.8K - $17.6K
|
5.91K
$335K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-345- 3.16% |
$15K - $19.1K
|
10.6K
$599K
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-354- 0.72% |
$15.3K - $19.6K
|
48.6K
$2.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-363- 7.55% |
$15.7K - $20.1K
|
4.44K
$252K
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-375- 2.43% |
$16.3K - $20.7K
|
15.1K
$854K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-409- 1.87% |
$17.7K - $22.6K
|
21.4K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-419- 18.37% |
$18.2K - $23.1K
|
1.86K
$106K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-425- 1.85% |
$18.4K - $23.5K
|
22.5K
$1.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-453- 30.55% |
$19.6K - $25K
|
1.03K
$58.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-529- 1.31% |
$22.9K - $29.2K
|
39.8K
$2.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-529- 0.34% |
$22.9K - $29.2K
|
155K
$8.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-535- 40.07% |
$23.2K - $29.6K
|
800
$45.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-538- 11.44% |
$23.3K - $29.7K
|
4.16K
$236K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-617- 60.67% |
$26.7K - $34.1K
|
400
$22.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-644- 9.51% |
$27.9K - $35.6K
|
6.13K
$347K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-679- 1.59% |
$29.4K - $37.5K
|
42K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-767- 5.74% |
$33.2K - $42.4K
|
12.6K
$714K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-871- 7.1% |
$37.7K - $48.1K
|
11.4K
$646K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-975- 2.45% |
$42.3K - $53.9K
|
38.9K
$2.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1.07K- 1.33% |
$46.2K - $58.8K
|
79.2K
$4.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.42K- 19.46% |
$61.7K - $78.7K
|
5.9K
$334K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.52K- 2.58% |
$65.9K - $84K
|
57.3K
$3.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.59K- 1.77% |
$69K - $88K
|
88.3K
$5.01M
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.67K- 11.36% |
$72.2K - $92K
|
13K
$736K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-1.88K- 13.61% |
$81.5K - $104K
|
11.9K
$676K
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.06K- 4.24% |
$89.4K - $114K
|
46.6K
$2.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.17K- 25.81% |
$93.9K - $120K
|
6.23K
$353K
|