Purchases and Sales Made in Q4 2021 in Wisdomtree Emerging Markets Sm (DGS)
This table provides information about the institutional ownership of Wisdomtree Emerging Markets Sm (DGS) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.28M+ 12.31% |
$116M - $123M
|
20.8M
$1.02B
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
358KNew |
$18.3M - $19.3M
|
358K
$17.5M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
349K+ 1327.28% |
$17.8M - $18.8M
|
375K
$18.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
217KNew |
$11.1M - $11.7M
|
217K
$10.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
163K+ 172.33% |
$8.3M - $8.77M
|
257K
$12.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
116KNew |
$5.91M - $6.25M
|
116K
$5.66M
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
83.7KNew |
$4.28M - $4.52M
|
83.7K
$4.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
59.5K+ 13.96% |
$3.04M - $3.21M
|
486K
$23.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
50K+ 7.05% |
$2.55M - $2.7M
|
759K
$37.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
47.9K+ 32.45% |
$2.45M - $2.59M
|
196K
$9.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
36.8K+ 854.83% |
$1.88M - $1.99M
|
41.1K
$2.01M
|
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
23K+ 4.49% |
$1.18M - $1.24M
|
537K
$26.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
21.5KNew |
$1.1M - $1.16M
|
21.5K
$1.05M
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
21.2KNew |
$1.08M - $1.14M
|
21.2K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20.6KNew |
$1.05M - $1.11M
|
20.6K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Marion Wealth Management
|
BUY
|
- |
20.5KNew |
$1.05M - $1.1M
|
20.5K
$1M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.7K+ 29.95% |
$955K - $1.01M
|
81.1K
$3.97M
|
|
|
Feb 02, 2022
Q4 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
18.4K+ 5.85% |
$938K - $992K
|
332K
$16.3M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
15.3K+ 46.02% |
$780K - $824K
|
48.5K
$2.37M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.5K+ 22.0% |
$585K - $618K
|
63.5K
$3.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
11.4K+ 123.7% |
$582K - $616K
|
20.6K
$1.01M
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
10.9K+ 23.59% |
$559K - $591K
|
57.3K
$2.81M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.8K+ 26.15% |
$549K - $580K
|
51.9K
$2.54M
|
|
|
Feb 16, 2022
Q4 2021
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
9.85KNew |
$503K - $532K
|
9.85K
$482K
|
|
|
Jan 27, 2022
Q4 2021
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
8.55K+ 4.49% |
$436K - $461K
|
199K
$9.74M
|
|
|
Feb 10, 2022
Q4 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
8.43K+ 14.12% |
$430K - $455K
|
68.1K
$3.33M
|
|
|
Jan 20, 2022
Q4 2021
|
America First Investment Advisors, LLC
|
BUY
|
- |
7.84K+ 2.93% |
$400K - $423K
|
275K
$13.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.55KNew |
$386K - $408K
|
7.55K
$369K
|
|
|
Jan 03, 2022
Q4 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
7.34K+ 2.68% |
$375K - $396K
|
282K
$13.8M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.09K+ 77.32% |
$362K - $383K
|
16.3K
$795K
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.98KNew |
$357K - $377K
|
6.98K
$342K
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
6.74KNew |
$344K - $364K
|
6.74K
$330K
|
|
|
Jan 20, 2022
Q4 2021
|
Efficient Advisors, LLC
|
BUY
|
- |
6.27K+ 2.34% |
$320K - $339K
|
275K
$13.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.25KNew |
$319K - $337K
|
6.25K
$306K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.13KNew |
$313K - $331K
|
6.13K
$300K
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
6.13KNew |
$313K - $331K
|
6.13K
$300K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
5.76KNew |
$294K - $311K
|
5.76K
$282K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
5.59KNew |
$286K - $302K
|
5.59K
$274K
|
|
|
Feb 09, 2022
Q4 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
5.58K+ 1.85% |
$285K - $301K
|
308K
$15.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
5.37K+ 10.84% |
$274K - $290K
|
54.9K
$2.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.35K+ 38.34% |
$273K - $289K
|
19.3K
$945K
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5.25K+ 12.29% |
$268K - $283K
|
48K
$2.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5K+ 12.28% |
$255K - $270K
|
45.7K
$2.23M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.57K+ 2.97% |
$234K - $247K
|
159K
$7.77M
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.4KNew |
$225K - $237K
|
4.4K
$215K
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
3.83K+ 18.48% |
$196K - $207K
|
24.6K
$1.2M
|
|
|
Feb 11, 2022
Q4 2021
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
3.37K+ 10.78% |
$172K - $182K
|
34.6K
$1.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
3.3K+ 10.29% |
$168K - $178K
|
35.3K
$1.73M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.27K+ 3.03% |
$167K - $177K
|
111K
$5.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.21K+ 2.84% |
$164K - $173K
|
116K
$5.68M
|