Purchases and Sales Made in Q4 2022 in Wisdomtree Emerging Markets Sm (DGS)
This table provides information about the institutional ownership of Wisdomtree Emerging Markets Sm (DGS) during Q4 2022. 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 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.37M+ 5.09% |
$53.9M - $61.6M
|
28.3M
$1.36B
|
|
|
Jan 23, 2023
Q4 2022
|
Unison Advisors LLC
|
BUY
|
- |
811K+ 912.08% |
$31.9M - $36.5M
|
900K
$43.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
218K+ 21.03% |
$8.58M - $9.81M
|
1.25M
$60.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
151KNew |
$5.93M - $6.78M
|
151K
$7.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
87.5K+ 20.19% |
$3.44M - $3.93M
|
521K
$25.1M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
84.7K+ 146.2% |
$3.33M - $3.81M
|
143K
$6.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
68.1KNew |
$2.68M - $3.06M
|
68.1K
$3.29M
|
|
|
Oct 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
57.4KNew |
$2.26M - $2.58M
|
57.4K
$2.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
50.5K+ 652.48% |
$1.99M - $2.27M
|
58.2K
$2.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
44.6KNew |
$1.75M - $2.01M
|
44.6K
$2.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
43.5K+ 28.19% |
$1.71M - $1.96M
|
198K
$9.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
38.6K+ 92.06% |
$1.52M - $1.73M
|
80.5K
$3.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
36.4KNew |
$1.43M - $1.64M
|
36.4K
$1.76M
|
|
|
May 11, 2023
Q4 2022
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
32.1KNew |
$1.26M - $1.44M
|
32.1K
$1.55M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
29.6K+ 10.78% |
$1.17M - $1.33M
|
305K
$14.7M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.9KNew |
$1.06M - $1.21M
|
26.9K
$1.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
23.2KNew |
$913K - $1.04M
|
23.2K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
22.1K+ 268.12% |
$869K - $993K
|
30.3K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
20.5K+ 98.56% |
$806K - $922K
|
41.3K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.3K+ 4.08% |
$800K - $914K
|
519K
$25M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
17.4K+ 6548.87% |
$685K - $783K
|
17.7K
$853K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
16.2KNew |
$637K - $728K
|
16.2K
$781K
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
15.6KNew |
$612K - $699K
|
15.6K
$750K
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
15.4KNew |
$606K - $693K
|
15.4K
$743K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
14.8K+ 19.85% |
$583K - $666K
|
89.4K
$4.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
13.3KNew |
$522K - $596K
|
13.3K
$640K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.7K+ 1.6% |
$462K - $528K
|
745K
$35.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
11.5KNew |
$451K - $516K
|
11.5K
$553K
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Ozk
|
BUY
|
- |
10.2KNew |
$402K - $459K
|
10.2K
$493K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.81K+ 127.78% |
$386K - $441K
|
17.5K
$844K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.06KNew |
$356K - $407K
|
9.06K
$437K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
8.19K+ 4.46% |
$322K - $368K
|
192K
$9.26M
|
|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
8.07KNew |
$317K - $363K
|
8.07K
$389K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7.59KNew |
$298K - $341K
|
7.59K
$366K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.46K+ 28.91% |
$293K - $335K
|
33.2K
$1.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.62K+ 5.97% |
$261K - $298K
|
118K
$5.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.52KNew |
$256K - $293K
|
6.52K
$314K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.45K+ 6.6% |
$254K - $290K
|
104K
$5.03M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
5.91K+ 1.72% |
$232K - $266K
|
350K
$16.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
5.74K+ 16.65% |
$226K - $258K
|
40.2K
$1.94M
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
5.6KNew |
$220K - $252K
|
5.6K
$270K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
5.55K+ 6.41% |
$218K - $250K
|
92.2K
$4.45M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.11KNew |
$201K - $230K
|
5.11K
$246K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.4K+ 8.11% |
$173K - $198K
|
58.7K
$2.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
4.31K+ 36.37% |
$170K - $194K
|
16.2K
$780K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
3.89K+ 474.36% |
$153K - $175K
|
4.7K
$227K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.87K+ 3.28% |
$152K - $174K
|
122K
$5.89M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
3.78K+ 0.99% |
$149K - $170K
|
387K
$18.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
BUY
|
- |
3.74K+ 18.38% |
$147K - $168K
|
24.1K
$1.16M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.33K+ 7.26% |
$131K - $150K
|
49.2K
$2.37M
|