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 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.31K- 4.34% |
$57.4K - $65.4K
|
28.9K
$1.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.44K- 3.81% |
$63.1K - $71.8K
|
36.4K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.62K- 16.14% |
$70.9K - $80.7K
|
8.4K
$411K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.64K- 5.13% |
$71.6K - $81.6K
|
30.2K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.83K- 4.33% |
$80.1K - $91.3K
|
40.4K
$1.98M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.97K- 28.51% |
$86.2K - $98.2K
|
4.93K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.97K- 35.27% |
$86.5K - $98.5K
|
3.62K
$177K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-2.34K- 6.58% |
$103K - $117K
|
33.2K
$1.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.38K- 15.91% |
$104K - $119K
|
12.6K
$614K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.41K- 4.8% |
$105K - $120K
|
47.8K
$2.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.6K- 13.86% |
$114K - $130K
|
16.2K
$791K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-2.8K- 18.19% |
$123K - $140K
|
12.6K
$616K
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.99K- 1.46% |
$131K - $149K
|
202K
$9.87M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-3K- 34.72% |
$131K - $150K
|
5.64K
$276K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.27K- 14.57% |
$143K - $163K
|
19.2K
$938K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-3.3K- 14.18% |
$145K - $165K
|
20K
$977K
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-4.18K- 20.18% |
$183K - $208K
|
16.5K
$808K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.82K- 9.11% |
$211K - $241K
|
48.1K
$2.35M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.97K- 12.17% |
$218K - $248K
|
35.9K
$1.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.23K- 16.08% |
$229K - $261K
|
27.3K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.24K- 2.51% |
$229K - $261K
|
203K
$9.93M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.39K- 18.26% |
$236K - $269K
|
24.1K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-5.65K- 20.42% |
$248K - $282K
|
22K
$1.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-5.77K- 99.78% |
$253K - $288K
|
13
$636
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-6.05K- 42.13% |
$265K - $302K
|
8.31K
$407K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-7.65K- 2.07% |
$335K - $382K
|
363K
$17.7M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-9.84K- 4.58% |
$431K - $491K
|
205K
$10M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-10.8K- 29.47% |
$475K - $541K
|
25.9K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11K- 6.48% |
$482K - $549K
|
159K
$7.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-13K- 34.43% |
$569K - $649K
|
24.8K
$1.21M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-13.7K- 7.58% |
$598K - $682K
|
167K
$8.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-16.1K- 11.62% |
$704K - $802K
|
122K
$5.98M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-18.3K- 10.76% |
$801K - $913K
|
152K
$7.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-32.3K- 7.27% |
$1.42M - $1.61M
|
412K
$20.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-33K- 65.13% |
$1.45M - $1.65M
|
17.7K
$866K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34.3K- 5.13% |
$1.5M - $1.71M
|
634K
$31M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-49.1K- 7.2% |
$2.15M - $2.45M
|
634K
$31M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-53.6K- 15.58% |
$2.35M - $2.67M
|
290K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-82.9K- 6.04% |
$3.63M - $4.14M
|
1.29M
$63.1M
|