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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
9+ 0.29% |
$394 - $449
|
3.15K
$152K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 0.66% |
$307 - $349
|
1.07K
$51.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6+ 0.59% |
$263 - $300
|
1.03K
$49.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3+ 0.14% |
$131 - $150
|
2.08K
$100K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$131 - $150
|
12.3K
$594K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.47% |
$43.8 - $49.9
|
69
$3.34K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
1+ 2.04% |
$43.8 - $49.9
|
50
$2.42K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1New |
$43.8 - $49.9
|
1
$48.4
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.11% |
$43.8 - $49.9
|
874
$42.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3- 0.34% |
$131 - $150
|
892
$43.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-13- 0.22% |
$570 - $649
|
5.88K
$284K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-25- 1.86% |
$1.1K - $1.25K
|
1.32K
$63.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-30- 53.57% |
$1.31K - $1.5K
|
26
$1.26K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-36- 0.19% |
$1.58K - $1.8K
|
18.6K
$899K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-38- 0.36% |
$1.67K - $1.9K
|
10.4K
$502K
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-43- 0.53% |
$1.88K - $2.15K
|
8.02K
$388K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-60- 28.85% |
$2.63K - $3K
|
148
$7.16K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-69- 9.58% |
$3.02K - $3.44K
|
651
$31.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-89- 1.58% |
$3.9K - $4.44K
|
5.54K
$268K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-96- 1.0% |
$4.21K - $4.79K
|
9.46K
$458K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-100- 12.36% |
$4.38K - $4.99K
|
709
$34.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-125- 0.36% |
$5.48K - $6.24K
|
35K
$1.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-178- 0.73% |
$7.8K - $8.89K
|
24.3K
$1.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-200- 3.22% |
$8.76K - $9.98K
|
6K
$290K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-210- 2.62% |
$9.2K - $10.5K
|
7.8K
$377K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-232- 4.75% |
$10.2K - $11.6K
|
4.66K
$225K
|
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-239- 0.55% |
$10.5K - $11.9K
|
43.2K
$2.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-269- 1.92% |
$11.8K - $13.4K
|
13.7K
$663K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-315- 3.09% |
$13.8K - $15.7K
|
9.9K
$478K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-337- 1.29% |
$14.8K - $16.8K
|
25.7K
$1.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-353- 3.67% |
$15.5K - $17.6K
|
9.26K
$448K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-373- 1.63% |
$16.3K - $18.6K
|
22.6K
$1.09M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-373- 2.85% |
$16.3K - $18.6K
|
12.7K
$615K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-408- 6.58% |
$17.9K - $20.4K
|
5.79K
$280K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-415- 11.53% |
$18.2K - $20.7K
|
3.19K
$154K
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-460- 4.99% |
$20.2K - $23K
|
8.75K
$423K
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-466- 3.0% |
$20.4K - $23.3K
|
15.1K
$730K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-476- 8.58% |
$20.9K - $23.8K
|
5.07K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-590- 9.81% |
$25.9K - $29.5K
|
5.42K
$262K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-675- 6.27% |
$29.6K - $33.7K
|
10.1K
$488K
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-750- 0.19% |
$32.9K - $37.4K
|
394K
$19.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-912- 0.54% |
$40K - $45.5K
|
167K
$8.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-942- 17.37% |
$41.3K - $47K
|
4.48K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.13K- 43.98% |
$49.5K - $56.4K
|
1.44K
$69.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.16K- 15.78% |
$50.7K - $57.7K
|
6.17K
$298K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.19K- 21.71% |
$51.9K - $59.2K
|
4.27K
$207K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.23K- 0.61% |
$53.7K - $61.2K
|
201K
$9.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.24K- 11.68% |
$54.1K - $61.7K
|
9.34K
$451K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.27K- 1.96% |
$55.6K - $63.3K
|
63.3K
$3.06M
|