Purchases and Sales Made in Q3 2022 in Wisdomtree Emerging Markets Sm (DGS)
This table provides information about the institutional ownership of Wisdomtree Emerging Markets Sm (DGS) during Q3 2022. 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 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.62M+ 6.4% |
$64.4M - $74.7M
|
26.9M
$1.38B
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
275KNew |
$11M - $12.7M
|
275K
$14.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
95.7K+ 10.17% |
$3.81M - $4.42M
|
1.04M
$53.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
74.4K+ 143.22% |
$2.96M - $3.44M
|
126K
$6.48M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
71.3K+ 63.47% |
$2.84M - $3.3M
|
184K
$9.42M
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
63.7K+ 70.2% |
$2.54M - $2.94M
|
154K
$7.92M
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
55.8K+ 12.67% |
$2.22M - $2.58M
|
496K
$25.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
47.9K+ 480.06% |
$1.91M - $2.22M
|
57.9K
$2.97M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
41K+ 72.33% |
$1.63M - $1.9M
|
97.7K
$5.01M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
40.3K+ 10.2% |
$1.61M - $1.86M
|
436K
$22.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
40.2K+ 26.1% |
$1.6M - $1.86M
|
194K
$9.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
35.5K+ 559.0% |
$1.42M - $1.64M
|
41.9K
$2.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
22.2K+ 67.56% |
$883K - $1.02M
|
55K
$2.82M
|
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
21.6K+ 5.9% |
$861K - $999K
|
388K
$19.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
20.1K+ 3.55% |
$801K - $929K
|
586K
$30.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
19KNew |
$757K - $879K
|
19K
$975K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.3K+ 18.44% |
$688K - $798K
|
111K
$5.69M
|
|
|
Nov 08, 2022
Q3 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
13.2K+ 6.16% |
$525K - $609K
|
227K
$11.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
12.7K+ 20.47% |
$505K - $586K
|
74.6K
$3.83M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
9.33K+ 3.26% |
$372K - $431K
|
295K
$15.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
8.53K+ 14.76% |
$339K - $394K
|
66.3K
$3.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.38K+ 4.14% |
$334K - $387K
|
211K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
5.64K+ 3.53% |
$225K - $261K
|
165K
$8.48M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.6K+ 2.94% |
$223K - $259K
|
196K
$10.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.51K+ 4.89% |
$220K - $255K
|
118K
$6.06M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.07K+ 47.59% |
$202K - $234K
|
15.7K
$806K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.54K+ 6.92% |
$181K - $210K
|
70.2K
$3.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
4.2K+ 4.52% |
$167K - $194K
|
97.2K
$4.99M
|
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
4.01K+ 10.09% |
$160K - $185K
|
43.8K
$2.25M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
3.97K+ 13.53% |
$158K - $184K
|
33.3K
$1.71M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.77K+ 17.12% |
$150K - $174K
|
25.8K
$1.32M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.11K+ 28.62% |
$124K - $144K
|
14K
$716K
|
|
|
Oct 03, 2022
Q3 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
3.08K+ 1.05% |
$123K - $142K
|
297K
$15.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.98K+ 2.26% |
$119K - $138K
|
135K
$6.92M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
2.92K+ 0.77% |
$116K - $135K
|
383K
$19.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.71KNew |
$108K - $125K
|
2.71K
$139K
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.71K+ 26.81% |
$108K - $125K
|
12.8K
$658K
|
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.53K+ 7.93% |
$101K - $117K
|
34.5K
$1.77M
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
2.43KNew |
$96.8K - $112K
|
2.43K
$125K
|
|
|
Oct 27, 2022
Q3 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
2.41K+ 3.03% |
$95.8K - $111K
|
81.9K
$4.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2.18K+ 5.48% |
$86.8K - $101K
|
42K
$2.15M
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.07K+ 4.74% |
$82.6K - $95.9K
|
45.8K
$2.35M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.76K+ 0.24% |
$69.9K - $81.2K
|
733K
$37.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.7K+ 1.92% |
$67.8K - $78.7K
|
90.4K
$4.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
1.54K+ 14.17% |
$61.4K - $71.3K
|
12.4K
$637K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.5KNew |
$59.9K - $69.5K
|
1.5K
$77.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.49K+ 1.75% |
$59.4K - $69K
|
86.6K
$4.44M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.43K+ 4.38% |
$56.9K - $66K
|
34.1K
$1.75M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.32K+ 4.07% |
$52.4K - $60.8K
|
33.6K
$1.72M
|
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
BUY
|
- |
1.28K+ 6.73% |
$51.1K - $59.3K
|
20.4K
$1.04M
|