Purchases and Sales Made in Q3 2025 in Wisdomtree Emerging Markets Sm (DGS)
This table provides information about the institutional ownership of Wisdomtree Emerging Markets Sm (DGS) during Q3 2025. 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 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
13.9K+ 10.79% |
$765K - $822K
|
143K
$8.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
9.18K+ 102.72% |
$503K - $541K
|
18.1K
$1.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.01K+ 71.76% |
$439K - $473K
|
19.2K
$1.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.93K+ 2.54% |
$325K - $350K
|
239K
$13.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.07KNew |
$114K - $122K
|
2.07K
$117K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.03K+ 36.55% |
$111K - $120K
|
7.57K
$429K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.62K+ 4.08% |
$89.1K - $95.8K
|
41.5K
$2.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.59K+ 1.19% |
$87.4K - $94K
|
135K
$7.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.42K+ 4.13% |
$77.8K - $83.7K
|
35.7K
$2.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.32K+ 755.43% |
$72.5K - $78K
|
1.5K
$84.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
1.28K+ 1.65% |
$70.3K - $75.6K
|
78.8K
$4.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.18KNew |
$64.6K - $69.4K
|
1.18K
$66.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
979+ 5.84% |
$53.7K - $57.8K
|
17.7K
$1.01M
|
|
|
Oct 09, 2025
Q3 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
905+ 2.88% |
$49.6K - $53.4K
|
32.3K
$1.83M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
90New |
$4.94K - $5.31K
|
90
$5.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
73+ 0.34% |
$4K - $4.31K
|
21.5K
$1.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
30+ 0.74% |
$1.65K - $1.77K
|
4.07K
$231K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
7+ 1.49% |
$384 - $413
|
478
$27.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1- 0.55% |
$54.9 - $59
|
181
$10.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$54.9 - $59
|
11.9K
$673K
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-3- 0.07% |
$165 - $177
|
4.44K
$252K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-21- 0.35% |
$1.15K - $1.24K
|
5.97K
$338K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-60- 50.42% |
$3.29K - $3.54K
|
59
$3.34K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-85- 1.61% |
$4.66K - $5.01K
|
5.21K
$295K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-114- 0.29% |
$6.25K - $6.72K
|
39.6K
$2.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-220- 0.55% |
$12.1K - $13K
|
39.9K
$2.26M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-324- 4.58% |
$17.8K - $19.1K
|
6.75K
$383K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-347- 30.52% |
$19K - $20.5K
|
790
$44.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-350- 8.43% |
$19.2K - $20.6K
|
3.8K
$215K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-452- 12.53% |
$24.8K - $26.7K
|
3.15K
$179K
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-523- 5.12% |
$28.7K - $30.9K
|
9.69K
$549K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-612- 14.12% |
$33.6K - $36.1K
|
3.72K
$211K
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-625- 1.77% |
$34.3K - $36.9K
|
34.6K
$1.96M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-732- 7.61% |
$40.2K - $43.2K
|
8.88K
$503K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-777- 4.7% |
$42.6K - $45.8K
|
15.8K
$894K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-954- 45.67% |
$52.3K - $56.3K
|
1.14K
$64.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-990- 8.3% |
$54.3K - $58.4K
|
10.9K
$620K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.01K- 35.17% |
$55.4K - $59.6K
|
1.86K
$106K
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1.38K- 1.75% |
$75.9K - $81.6K
|
77.8K
$4.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.77K- 1.09% |
$96.9K - $104K
|
161K
$9.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
SELL
|
- |
-2.2K- 1.8% |
$120K - $130K
|
120K
$6.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.58K- 11.43% |
$141K - $152K
|
20K
$1.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.29K- 2.37% |
$235K - $253K
|
176K
$10M
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-12K- 37.17% |
$659K - $709K
|
20.3K
$1.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-72KClosed |
$3.95M - $4.25M
|
0
$0
|