Purchases and Sales Made in Q3 2023 in Wisdomtree Emerging Markets Sm (DGS)
This table provides information about the institutional ownership of Wisdomtree Emerging Markets Sm (DGS) during Q3 2023. 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 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
898K+ 2.91% |
$41.3M - $44.8M
|
31.8M
$1.63B
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
421K+ 2129.51% |
$19.4M - $21M
|
441K
$22.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
BUY
|
- |
140K+ 55.04% |
$6.45M - $7M
|
395K
$20.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
114K+ 49.51% |
$5.24M - $5.68M
|
344K
$17.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
109K+ 88.48% |
$5.03M - $5.46M
|
233K
$11.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
64.6KNew |
$2.97M - $3.22M
|
64.6K
$3.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
25.1K+ 13.71% |
$1.16M - $1.25M
|
208K
$10.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23.6KNew |
$1.09M - $1.18M
|
23.6K
$1.21M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.2K+ 3.28% |
$976K - $1.06M
|
668K
$34.3M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.6K+ 4.29% |
$948K - $1.03M
|
501K
$25.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
18.6KNew |
$857K - $930K
|
18.6K
$955K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
17.1K+ 25.07% |
$785K - $852K
|
85.1K
$4.37M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
16.8K+ 13.73% |
$771K - $836K
|
139K
$7.12M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
14.1KNew |
$649K - $704K
|
14.1K
$723K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13.7KNew |
$630K - $684K
|
13.7K
$702K
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
13.4KNew |
$618K - $670K
|
13.4K
$689K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.9K+ 67.59% |
$592K - $642K
|
31.9K
$1.63M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.6KNew |
$535K - $580K
|
11.6K
$596K
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
11.6KNew |
$532K - $577K
|
11.6K
$593K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
11.5K+ 7.24% |
$528K - $573K
|
170K
$8.72M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.7K+ 35.31% |
$491K - $532K
|
40.9K
$2.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.52K+ 16.45% |
$392K - $425K
|
60.3K
$3.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.21KNew |
$378K - $410K
|
8.21K
$421K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.98K+ 54.69% |
$367K - $398K
|
22.6K
$1.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7.53K+ 5.05% |
$346K - $376K
|
157K
$8.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.19K+ 3.21% |
$331K - $359K
|
231K
$11.8M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
6.6K+ 1.7% |
$304K - $330K
|
395K
$20.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
6.44K+ 2.53% |
$296K - $321K
|
260K
$13.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.41K+ 2.33% |
$295K - $320K
|
282K
$14.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6.35K+ 2.86% |
$292K - $317K
|
229K
$11.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
6.23K+ 1.71% |
$287K - $311K
|
370K
$19M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.2KNew |
$285K - $309K
|
6.2K
$318K
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
5.78KNew |
$266K - $288K
|
5.78K
$296K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.46KNew |
$251K - $272K
|
5.46K
$280K
|
|
|
Oct 16, 2023
Q3 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
5.3K+ 5.24% |
$244K - $265K
|
106K
$5.46M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.75K+ 26.55% |
$218K - $237K
|
22.6K
$1.16M
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.69KNew |
$216K - $234K
|
4.69K
$241K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.45KNew |
$205K - $222K
|
4.45K
$228K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.42K+ 7.32% |
$203K - $221K
|
64.8K
$3.32M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.34K+ 43.75% |
$200K - $217K
|
14.3K
$732K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.85K+ 62.32% |
$177K - $192K
|
10K
$514K
|
|
|
Oct 20, 2023
Q3 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
3.61K+ 5.63% |
$166K - $180K
|
67.8K
$3.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
3.61K+ 3.67% |
$166K - $180K
|
102K
$5.23M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.36KNew |
$155K - $168K
|
3.36K
$172K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
3.07K+ 17.53% |
$141K - $153K
|
20.6K
$1.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
3K+ 53.21% |
$138K - $150K
|
8.64K
$443K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.88K+ 49.18% |
$132K - $144K
|
8.73K
$448K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.87K+ 36.27% |
$132K - $143K
|
10.8K
$552K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.71K+ 6.24% |
$125K - $135K
|
46.1K
$2.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.63K+ 11.16% |
$121K - $131K
|
26.2K
$1.34M
|