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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.6K+ 1.3% |
$119K - $130K
|
202K
$9.77M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.57KNew |
$118K - $128K
|
2.57K
$124K
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.24K+ 4.68% |
$103K - $112K
|
50.2K
$2.43M
|
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.13K+ 12.56% |
$97.9K - $106K
|
19.1K
$922K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.05K+ 5.92% |
$94.5K - $102K
|
36.7K
$1.78M
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.66K+ 7.81% |
$76.4K - $82.9K
|
22.9K
$1.11M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.59K+ 9.01% |
$73K - $79.2K
|
19.2K
$928K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
1.55K+ 4.27% |
$71.1K - $77.1K
|
37.8K
$1.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.37K+ 7.95% |
$63.1K - $68.5K
|
18.6K
$900K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.34KNew |
$61.8K - $67K
|
1.34K
$64.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.12K+ 22.03% |
$51.7K - $56.1K
|
6.23K
$301K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.01K+ 0.34% |
$46.7K - $50.6K
|
299K
$14.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
994+ 0.98% |
$45.7K - $49.6K
|
103K
$4.97M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
709+ 709.0% |
$32.6K - $35.4K
|
809
$39.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
706+ 2.22% |
$32.5K - $35.2K
|
32.5K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
642+ 2.69% |
$29.5K - $32K
|
24.5K
$1.19M
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
596+ 2.93% |
$27.4K - $29.7K
|
21K
$1.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
579New |
$26.6K - $28.9K
|
579
$28K
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
478+ 1.83% |
$22K - $23.9K
|
26.6K
$1.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
469+ 1.3% |
$21.6K - $23.4K
|
36.6K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
320+ 0.91% |
$14.7K - $16K
|
35.6K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
319+ 23.51% |
$14.7K - $15.9K
|
1.68K
$81K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
210+ 5.26% |
$9.66K - $10.5K
|
4.2K
$203K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
210New |
$9.66K - $10.5K
|
210
$10.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
144+ 5.06% |
$6.63K - $7.19K
|
2.99K
$145K
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
140+ 1.01% |
$6.44K - $6.99K
|
14K
$676K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
130+ 0.17% |
$5.98K - $6.49K
|
75.6K
$3.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
128+ 0.35% |
$5.89K - $6.39K
|
36.4K
$1.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
114+ 0.15% |
$5.25K - $5.69K
|
77.7K
$3.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
112New |
$5.15K - $5.59K
|
112
$5.42K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
88New |
$4.05K - $4.39K
|
88
$4.25K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
87+ 17.86% |
$4K - $4.34K
|
574
$27.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
80+ 1.65% |
$3.68K - $3.99K
|
4.92K
$238K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
64+ 13.7% |
$2.94K - $3.19K
|
531
$25.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
49New |
$2.25K - $2.45K
|
49
$2.37K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
49New |
$2.25K - $2.45K
|
49
$2.37K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
48+ 3.05% |
$2.21K - $2.4K
|
1.62K
$78.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
37+ 61.67% |
$1.7K - $1.85K
|
97
$4.69K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
33+ 0.6% |
$1.52K - $1.65K
|
5.55K
$268K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
27+ 2.61% |
$1.24K - $1.35K
|
1.06K
$51.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
17+ 0.54% |
$782 - $848
|
3.14K
$152K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
15+ 1.63% |
$690 - $749
|
935
$45.2K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
13New |
$598 - $649
|
13
$629
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10+ 0.99% |
$460 - $499
|
1.02K
$49.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7+ 0.06% |
$322 - $349
|
12.3K
$594K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
4+ 0.19% |
$184 - $200
|
2.07K
$100K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 0.34% |
$138 - $150
|
873
$42.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$46 - $49.9
|
2.34K
$113K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|