Purchases and Sales Made in Q4 2023 in Wisdomtree Emerging Markets Sm (DGS)
This table provides information about the institutional ownership of Wisdomtree Emerging Markets Sm (DGS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
8.82MNew |
$387M - $441M
|
8.82M
$453M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.04M+ 3.27% |
$45.5M - $51.8M
|
32.8M
$1.68B
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
229K+ 98.08% |
$10M - $11.4M
|
462K
$23.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
119K+ 139.64% |
$5.21M - $5.93M
|
204K
$10.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
94.4K+ 495.23% |
$4.14M - $4.71M
|
113K
$5.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
48.6K+ 29.7% |
$2.13M - $2.43M
|
212K
$10.9M
|
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
32.6KNew |
$1.43M - $1.63M
|
32.6K
$1.67M
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
30.9KNew |
$1.35M - $1.54M
|
30.9K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
30KNew |
$1.31M - $1.5M
|
30K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
27.3KNew |
$1.2M - $1.36M
|
27.3K
$1.4M
|
|
|
Apr 30, 2024
Q4 2023
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
25.6KNew |
$1.12M - $1.28M
|
25.6K
$1.31M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.3K+ 5.05% |
$1.11M - $1.26M
|
526K
$27M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
23.7K+ 15.11% |
$1.04M - $1.18M
|
180K
$9.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
22.1KNew |
$970K - $1.11M
|
22.1K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
22KNew |
$962K - $1.1M
|
22K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.3K+ 85.87% |
$890K - $1.01M
|
44K
$2.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
18.9KNew |
$829K - $944K
|
18.9K
$970K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
18.6K+ 8.07% |
$817K - $931K
|
250K
$12.8M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
15.5KNew |
$677K - $772K
|
15.5K
$793K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.3KNew |
$671K - $765K
|
15.3K
$785K
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
14.4K+ 5.53% |
$631K - $719K
|
275K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.5K+ 31.26% |
$460K - $524K
|
44.1K
$2.26M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.5KNew |
$459K - $523K
|
10.5K
$538K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
9.93K+ 23.66% |
$435K - $496K
|
51.9K
$2.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.7K+ 3.24% |
$425K - $484K
|
309K
$15.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
8.98K+ 48.2% |
$393K - $448K
|
27.6K
$1.42M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.83K+ 1.16% |
$387K - $441K
|
773K
$39.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
8.69K+ 0.79% |
$381K - $434K
|
1.11M
$56.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.18K+ 642.58% |
$358K - $408K
|
9.45K
$485K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
8.08K+ 5.82% |
$354K - $404K
|
147K
$7.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.6KNew |
$333K - $379K
|
7.6K
$390K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
7.52K+ 65.01% |
$329K - $375K
|
19.1K
$978K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.41K+ 2.63% |
$325K - $370K
|
289K
$14.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
6.92KNew |
$303K - $345K
|
6.92K
$355K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
6.24KNew |
$273K - $312K
|
6.24K
$320K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.04K+ 9.32% |
$265K - $301K
|
70.8K
$3.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.64KNew |
$247K - $282K
|
5.64K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5.57K+ 2.44% |
$244K - $278K
|
234K
$12M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
5.17KNew |
$226K - $258K
|
5.17K
$265K
|
|
|
Feb 07, 2024
Q4 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
4.97K+ 4.66% |
$218K - $248K
|
111K
$5.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4.91KNew |
$215K - $245K
|
4.91K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.67KNew |
$205K - $233K
|
4.67K
$240K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.58KNew |
$201K - $229K
|
4.58K
$235K
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
4.22K+ 4.14% |
$185K - $211K
|
106K
$5.44M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.86K+ 14.74% |
$169K - $192K
|
30K
$1.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.5K+ 129.63% |
$153K - $175K
|
6.2K
$318K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3.36KNew |
$147K - $168K
|
3.36K
$173K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.01K+ 36.71% |
$132K - $150K
|
11.2K
$575K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.99K+ 1.06% |
$131K - $149K
|
285K
$14.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.73K+ 2.66% |
$120K - $136K
|
106K
$5.41M
|