Purchases and Sales Made in Q3 2021 in Wisdomtree Emerging Markets Sm (DGS)
This table provides information about the institutional ownership of Wisdomtree Emerging Markets Sm (DGS) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.86M+ 11.15% |
$96.7M - $104M
|
18.5M
$925M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
426KNew |
$22.2M - $23.9M
|
426K
$21.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
180KNew |
$9.39M - $10.1M
|
180K
$9.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
88.2K+ 1435.66% |
$4.6M - $4.95M
|
94.3K
$4.72M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.8K+ 141.17% |
$2.49M - $2.68M
|
81.7K
$4.08M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
46.5K+ 121.71% |
$2.42M - $2.61M
|
84.8K
$4.24M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
42.5K+ 442.6% |
$2.21M - $2.38M
|
52.1K
$2.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
40.7KNew |
$2.12M - $2.28M
|
40.7K
$2.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.9K+ 37.01% |
$2.08M - $2.24M
|
148K
$7.38M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
30.4KNew |
$1.58M - $1.71M
|
30.4K
$1.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
25.3K+ 159.55% |
$1.32M - $1.42M
|
41.1K
$2.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20.2K+ 2.93% |
$1.05M - $1.13M
|
709K
$35.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
19.4K+ 38.19% |
$1.01M - $1.09M
|
70.2K
$3.51M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
18.7K+ 101.5% |
$976K - $1.05M
|
37.2K
$1.86M
|
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
16.1KNew |
$842K - $906K
|
16.1K
$808K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
15.3K+ 1769.41% |
$796K - $856K
|
16.1K
$807K
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
15K+ 15.29% |
$781K - $840K
|
113K
$5.65M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.2K+ 145.18% |
$636K - $684K
|
20.6K
$1.03M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
11.9K+ 51.98% |
$618K - $665K
|
34.7K
$1.73M
|
|
|
Oct 04, 2021
Q3 2021
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
11.1KNew |
$580K - $624K
|
11.1K
$556K
|
|
|
Oct 21, 2021
Q3 2021
|
Efficient Advisors, LLC
|
BUY
|
- |
10.8K+ 4.19% |
$563K - $605K
|
268K
$13.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.2KNew |
$532K - $572K
|
10.2K
$510K
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.4K+ 45.88% |
$490K - $527K
|
29.9K
$1.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
9.22KNew |
$481K - $517K
|
9.22K
$461K
|
|
|
Nov 10, 2021
Q3 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
8.46K+ 1.67% |
$441K - $474K
|
514K
$25.7M
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
7.56KNew |
$394K - $424K
|
7.56K
$378K
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
7.39K+ 28.65% |
$385K - $415K
|
33.2K
$1.66M
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
7.24K+ 33.15% |
$377K - $406K
|
29.1K
$1.45M
|
|
|
Nov 12, 2021
Q3 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
6.78KNew |
$353K - $380K
|
6.78K
$339K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.75K+ 7.12% |
$352K - $378K
|
102K
$5.08M
|
|
|
Nov 03, 2021
Q3 2021
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
6.38K+ 25.66% |
$333K - $358K
|
31.2K
$1.56M
|
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
6.23KNew |
$325K - $350K
|
6.23K
$312K
|
|
|
Oct 13, 2021
Q3 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
6.21K+ 11.61% |
$324K - $348K
|
59.7K
$2.99M
|
|
|
Nov 03, 2021
Q3 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
5.5K+ 1.85% |
$287K - $309K
|
302K
$15.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.45KNew |
$284K - $306K
|
5.45K
$273K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
5.11K+ 12.38% |
$266K - $287K
|
46.4K
$2.32M
|
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
5.01K+ 31.87% |
$261K - $281K
|
20.7K
$1.04M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.22K+ 8.0% |
$220K - $237K
|
56.9K
$2.85M
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
3.67K+ 7.5% |
$191K - $206K
|
52.7K
$2.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.67K+ 1.04% |
$191K - $206K
|
355K
$17.8M
|
|
|
Oct 20, 2021
Q3 2021
|
Unison Advisors LLC
|
BUY
|
- |
3.43K+ 4.3% |
$179K - $192K
|
83.1K
$4.16M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.38K+ 14.78% |
$176K - $190K
|
26.3K
$1.31M
|
|
|
Oct 15, 2021
Q3 2021
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3.23K+ 1.72% |
$168K - $181K
|
191K
$9.53M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.69K+ 26940.0% |
$140K - $151K
|
2.7K
$135K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.49K+ 232.37% |
$130K - $140K
|
3.56K
$178K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.32K+ 2.2% |
$121K - $130K
|
108K
$5.4M
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
2.29K+ 0.73% |
$119K - $128K
|
314K
$15.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2.01K+ 6.68% |
$105K - $113K
|
32.1K
$1.6M
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.99K+ 9.18% |
$104K - $112K
|
23.6K
$1.18M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.81KNew |
$94.1K - $101K
|
1.81K
$90.3K
|