Purchases and Sales Made in Q1 2023 in Wisdomtree Emerging Markets Sm (DGS)
This table provides information about the institutional ownership of Wisdomtree Emerging Markets Sm (DGS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.28K+ 17.93% |
$144K - $156K
|
21.6K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.27K+ 5.57% |
$144K - $155K
|
62K
$3.05M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.19K+ 1.66% |
$140K - $152K
|
195K
$9.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.18K+ 3.43% |
$140K - $151K
|
95.8K
$4.71M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.09KNew |
$136K - $147K
|
3.09K
$152K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.95K+ 10.94% |
$130K - $140K
|
29.9K
$1.47M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.68K+ 8.06% |
$118K - $128K
|
35.9K
$1.77M
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.51K+ 21.86% |
$110K - $119K
|
14K
$687K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
2.36K+ 0.61% |
$104K - $112K
|
389K
$19.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.91K+ 4.15% |
$83.9K - $90.7K
|
47.9K
$2.35M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.66K+ 18.32% |
$73K - $79K
|
10.7K
$527K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.51KNew |
$66.4K - $71.8K
|
1.51K
$74.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
1.5K+ 6.23% |
$66.1K - $71.5K
|
25.6K
$1.26M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.34K+ 9.26% |
$59K - $63.8K
|
15.8K
$779K
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
1.17K+ 2.62% |
$51.4K - $55.6K
|
45.8K
$2.25M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.15K+ 92.64% |
$50.4K - $54.5K
|
2.38K
$117K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.12K+ 2.78% |
$49.3K - $53.3K
|
41.4K
$2.03M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
849New |
$37.3K - $40.4K
|
849
$41.8K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
816+ 2.38% |
$35.9K - $38.8K
|
35.1K
$1.73M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
799+ 34.63% |
$35.1K - $38K
|
3.11K
$153K
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
776+ 1.73% |
$34.1K - $36.9K
|
45.6K
$2.24M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
774+ 2.09% |
$34K - $36.8K
|
37.8K
$1.86M
|
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
722+ 0.44% |
$31.8K - $34.4K
|
166K
$8.15M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
645+ 4.86% |
$28.4K - $30.7K
|
13.9K
$684K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
635+ 2.73% |
$27.9K - $30.2K
|
23.9K
$1.17M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
581New |
$25.6K - $27.6K
|
581
$28.6K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
564+ 0.3% |
$24.8K - $26.8K
|
186K
$9.15M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
518+ 4.25% |
$22.8K - $24.6K
|
12.7K
$625K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
467New |
$20.5K - $22.2K
|
467
$23K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
410New |
$18K - $19.5K
|
410
$20.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
389+ 7.21% |
$17.1K - $18.5K
|
5.79K
$285K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
343+ 2.12% |
$15.1K - $16.3K
|
16.5K
$812K
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
335+ 1.52% |
$14.7K - $15.9K
|
22.4K
$1.1M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
313+ 11.22% |
$13.8K - $14.9K
|
3.1K
$153K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
280New |
$12.3K - $13.3K
|
280
$13.8K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
261+ 1.03% |
$11.5K - $12.4K
|
25.7K
$1.26M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
259+ 2.49% |
$11.4K - $12.3K
|
10.7K
$525K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
240+ 3.23% |
$10.6K - $11.4K
|
7.66K
$377K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
210New |
$9.24K - $9.99K
|
210
$10.3K
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
209+ 2.59% |
$9.19K - $9.94K
|
8.28K
$407K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
206New |
$9.06K - $9.8K
|
206
$10.1K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
198+ 0.76% |
$8.71K - $9.42K
|
26.1K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
192+ 1.03% |
$8.44K - $9.14K
|
18.8K
$923K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
183New |
$8.05K - $8.71K
|
183
$9K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
182+ 1.74% |
$8K - $8.66K
|
10.7K
$525K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
174New |
$7.65K - $8.28K
|
174
$8.56K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
159+ 1.48% |
$6.99K - $7.57K
|
10.9K
$535K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
154+ 2.48% |
$6.77K - $7.33K
|
6.36K
$313K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
143New |
$6.29K - $6.8K
|
143
$7.04K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
75New |
$3.3K - $3.57K
|
75
$3.69K
|