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 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.34K- 4.14% |
$108K - $117K
|
54.1K
$2.62M
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-3.65K- 8.0% |
$168K - $182K
|
42K
$2.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.72K- 0.83% |
$171K - $186K
|
444K
$21.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-4.12K- 1.97% |
$190K - $206K
|
205K
$9.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-4.58K- 36.36% |
$210K - $228K
|
8.01K
$387K
|
|
|
Nov 13, 2023
Q3 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-4.6K- 10.85% |
$211K - $229K
|
37.7K
$1.82M
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-6.74K- 4.65% |
$310K - $336K
|
138K
$6.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-8.03K- 19.28% |
$369K - $401K
|
33.6K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-9.46K- 2.07% |
$435K - $472K
|
447K
$21.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-11.5K- 43.45% |
$528K - $573K
|
14.9K
$722K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-21.5K- 29.76% |
$989K - $1.07M
|
50.7K
$2.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.9K- 34.16% |
$1.01M - $1.09M
|
42.3K
$2.04M
|
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
SELL
|
- |
-29.2K- 2.59% |
$1.34M - $1.46M
|
1.1M
$53.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-45.4KClosed |
$2.09M - $2.27M
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-62.9K- 22.65% |
$2.89M - $3.14M
|
215K
$10.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-73.4K- 30.96% |
$3.38M - $3.66M
|
164K
$7.91M
|