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 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.07K+ 5.39% |
$157K - $166K
|
60K
$2.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.06K+ 3.84% |
$156K - $165K
|
82.7K
$4M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.02K+ 2.98% |
$154K - $163K
|
105K
$5.06M
|
|
|
Feb 03, 2022
Q4 2021
|
Neumann Capital Management, LLC
|
BUY
|
- |
2.58K+ 1.63% |
$132K - $139K
|
161K
$7.79M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
2.58K+ 5.08% |
$131K - $139K
|
53.3K
$2.58M
|
|
|
Jan 14, 2022
Q4 2021
|
Madden Securities Corp
|
BUY
|
- |
2.5K+ 56.58% |
$127K - $135K
|
6.91K
$334K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.28K+ 2.78% |
$116K - $123K
|
84.4K
$4.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.07K+ 8.5% |
$105K - $111K
|
26.3K
$1.27M
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2K+ 7.96% |
$102K - $108K
|
27.2K
$1.31M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.78K+ 166.14% |
$90.9K - $96.1K
|
2.85K
$138K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.75K+ 5.08% |
$89.2K - $94.3K
|
36.1K
$1.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.7K+ 22.44% |
$86.5K - $91.5K
|
9.25K
$447K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.38K+ 4.74% |
$70.4K - $74.4K
|
30.5K
$1.47M
|
|
|
Jan 26, 2022
Q4 2021
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.3K+ 7.16% |
$66.4K - $70.2K
|
19.5K
$941K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.21K+ 20.51% |
$61.5K - $65K
|
7.08K
$342K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.15K+ 22.69% |
$58.8K - $62.1K
|
6.22K
$301K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.03K+ 163.39% |
$52.6K - $55.7K
|
1.66K
$80.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
977+ 17.93% |
$49.9K - $52.7K
|
6.43K
$311K
|
|
|
Feb 14, 2022
Q4 2021
|
626 Financial, LLC
|
BUY
|
- |
879+ 20.23% |
$44.9K - $47.4K
|
5.23K
$253K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
749+ 5.73% |
$38.2K - $40.4K
|
13.8K
$668K
|
|
|
Feb 11, 2022
Q4 2021
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
685+ 1.2% |
$35K - $37K
|
57.6K
$2.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
666New |
$34K - $36K
|
666
$32.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
542+ 6.72% |
$27.7K - $29.3K
|
8.61K
$416K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
489+ 13.02% |
$25K - $26.4K
|
4.25K
$205K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
371+ 2.04% |
$18.9K - $20K
|
18.6K
$897K
|
|
|
Jan 18, 2022
Q4 2021
|
Asset Management Advisors, LLC
|
BUY
|
- |
362+ 0.5% |
$18.5K - $19.5K
|
73.2K
$3.54M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
354New |
$18.1K - $19.1K
|
354
$17.1K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
316+ 148.36% |
$16.1K - $17.1K
|
529
$25.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
302+ 4.84% |
$15.4K - $16.3K
|
6.54K
$316K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
232New |
$11.8K - $12.5K
|
232
$11.2K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
221+ 1.4% |
$11.3K - $11.9K
|
16K
$772K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
209New |
$10.7K - $11.3K
|
209
$10.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
209New |
$10.7K - $11.3K
|
209
$10.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
196+ 3.79% |
$10K - $10.6K
|
5.37K
$260K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
173+ 3.3% |
$8.83K - $9.34K
|
5.42K
$262K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
166New |
$8.48K - $8.96K
|
166
$8.03K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
164+ 4.31% |
$8.37K - $8.85K
|
3.97K
$192K
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
156+ 1.53% |
$7.97K - $8.42K
|
10.4K
$501K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
111+ 0.92% |
$5.67K - $5.99K
|
12.1K
$586K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
111New |
$5.67K - $5.99K
|
111
$5.37K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
102+ 0.34% |
$5.21K - $5.51K
|
30.5K
$1.48M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
61+ 0.47% |
$3.11K - $3.29K
|
13.1K
$632K
|
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
54+ 1.12% |
$2.76K - $2.91K
|
4.89K
$237K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
53+ 0.28% |
$2.71K - $2.86K
|
19.3K
$934K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
43+ 0.87% |
$2.2K - $2.32K
|
4.98K
$241K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
39+ 1.44% |
$1.99K - $2.11K
|
2.74K
$133K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
31New |
$1.58K - $1.67K
|
31
$1.5K
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
22+ 0.3% |
$1.12K - $1.19K
|
7.42K
$359K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
16+ 0.48% |
$817 - $864
|
3.32K
$161K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
13New |
$664 - $702
|
13
$629
|