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 12, 2021
Q3 2021
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
1.66K+ 3.46% |
$86.3K - $92.9K
|
49.6K
$2.48M
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.64K+ 170.49% |
$85.2K - $91.7K
|
2.59K
$130K
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.48K+ 2.42% |
$76.9K - $82.7K
|
62.4K
$3.12M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.45K+ 7.21% |
$75.5K - $81.2K
|
21.5K
$1.08M
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.32K+ 16.75% |
$68.5K - $73.8K
|
9.17K
$458K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.27K+ 11.85% |
$66.3K - $71.3K
|
12K
$601K
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.2K+ 1.48% |
$62.4K - $67.2K
|
82.1K
$4.1M
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.11K+ 8.55% |
$57.6K - $62K
|
14K
$702K
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
1.1KNew |
$57.3K - $61.7K
|
1.1K
$55K
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.07K+ 1.08% |
$55.6K - $59.8K
|
99.7K
$4.98M
|
|
Nov 12, 2021
Q3 2021
|
Firestone Capital Management
|
BUY
|
- |
1.05KNew |
$54.9K - $59.1K
|
1.05K
$52.7K
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
993New |
$51.8K - $55.7K
|
993
$49.7K
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
956+ 23.23% |
$49.8K - $53.6K
|
5.07K
$254K
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
906+ 17.92% |
$47.2K - $50.8K
|
5.96K
$298K
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
651New |
$33.9K - $36.5K
|
651
$32.6K
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
636+ 3.23% |
$33.1K - $35.7K
|
20.3K
$1.02M
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
631New |
$32.9K - $35.4K
|
631
$31.6K
|
|
Nov 02, 2021
Q3 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
521+ 1.24% |
$27.2K - $29.2K
|
42.7K
$2.14M
|
|
Oct 18, 2021
Q3 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
327+ 1.59% |
$17K - $18.3K
|
20.9K
$1.05M
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
326+ 4.21% |
$17K - $18.3K
|
8.07K
$403K
|
|
Nov 12, 2021
Q3 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
263New |
$13.7K - $14.8K
|
263
$13.2K
|
|
Nov 08, 2021
Q3 2021
|
Addison Advisors LLC
|
BUY
|
- |
230+ 0.58% |
$12K - $12.9K
|
39.7K
$1.98M
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
228+ 1.78% |
$11.9K - $12.8K
|
13.1K
$653K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
227+ 62.71% |
$11.8K - $12.7K
|
589
$29.5K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
213New |
$11.1K - $11.9K
|
213
$10.7K
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
206New |
$10.7K - $11.6K
|
206
$10.3K
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
183New |
$9.54K - $10.3K
|
183
$9.15K
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
127+ 3.5% |
$6.62K - $7.12K
|
3.76K
$188K
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
125+ 2.84% |
$6.52K - $7.01K
|
4.53K
$227K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
110+ 4.5% |
$5.73K - $6.17K
|
2.55K
$128K
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
100New |
$5.21K - $5.61K
|
100
$5K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
70+ 0.39% |
$3.65K - $3.93K
|
18.2K
$910K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
56+ 4.96% |
$2.92K - $3.14K
|
1.19K
$59.3K
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
51+ 0.2% |
$2.66K - $2.86K
|
25.2K
$1.26M
|
|
Nov 09, 2021
Q3 2021
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
49+ 0.1% |
$2.55K - $2.75K
|
48.8K
$2.44M
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
49+ 1.0% |
$2.55K - $2.75K
|
4.94K
$247K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
28+ 15.56% |
$1.46K - $1.57K
|
208
$10.4K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
20+ 2.76% |
$1.04K - $1.12K
|
744
$37.2K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17+ 0.26% |
$886 - $954
|
6.61K
$331K
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
10+ 1.2% |
$521 - $561
|
843
$42.2K
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
7+ 0.74% |
$365 - $393
|
959
$48K
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
3+ 1.39% |
$156 - $168
|
219
$11K
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 1.11% |
$156 - $168
|
273
$13.7K
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 1.23% |
$104 - $112
|
165
$8.25K
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
1+ 7.69% |
$52.1 - $56.1
|
14
$700
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-28- 13.46% |
$1.46K - $1.57K
|
180
$9K
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-71Closed |
$3.7K - $3.98K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-95- 0.74% |
$4.95K - $5.33K
|
12.7K
$635K
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-96- 6.49% |
$5K - $5.38K
|
1.38K
$69.2K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-103- 3.02% |
$5.37K - $5.78K
|
3.31K
$165K
|