Purchases and Sales Made in Q1 2025 in Wisdomtree Emerging Markets Sm (DGS)
This table provides information about the institutional ownership of Wisdomtree Emerging Markets Sm (DGS) during Q1 2025. 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 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
371KNew |
$17.6M - $18.6M
|
371K
$20.7M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
214K+ 5520.67% |
$10.2M - $10.8M
|
218K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
114K+ 1380.07% |
$5.42M - $5.75M
|
123K
$6.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
74.9KNew |
$3.55M - $3.76M
|
74.9K
$4.18M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
47.3KNew |
$2.24M - $2.37M
|
47.3K
$2.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
46.5K+ 22.19% |
$2.2M - $2.33M
|
256K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
40K+ 27.16% |
$1.9M - $2.01M
|
187K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
37K+ 106.32% |
$1.75M - $1.86M
|
71.8K
$4M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
35.9K+ 6.71% |
$1.7M - $1.81M
|
572K
$31.9M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
29.7KNew |
$1.41M - $1.49M
|
29.7K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
28.9K+ 4.44% |
$1.37M - $1.45M
|
681K
$37.9M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.5K+ 448.44% |
$1.25M - $1.33M
|
32.4K
$1.8M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
21.5K+ 254.77% |
$1.02M - $1.08M
|
30K
$1.67M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
20KNew |
$948K - $1M
|
20K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
17.3K+ 7.21% |
$818K - $867K
|
257K
$14.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.9K+ 25.74% |
$801K - $849K
|
82.6K
$4.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
16.5KNew |
$784K - $831K
|
16.5K
$922K
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
16.4K+ 6.37% |
$775K - $822K
|
273K
$15.2M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
15K+ 54.14% |
$711K - $754K
|
42.7K
$2.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
14.1KNew |
$668K - $708K
|
14.1K
$786K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.8K+ 78.72% |
$557K - $590K
|
26.7K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11K+ 4.48% |
$523K - $554K
|
257K
$14.3M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
8.87K+ 1.66% |
$421K - $446K
|
544K
$30.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.21K+ 3.97% |
$389K - $413K
|
215K
$12M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
7.91K+ 6.06% |
$375K - $397K
|
138K
$7.71M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.83K+ 2.56% |
$324K - $343K
|
273K
$15.2M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
6.51K+ 1.67% |
$309K - $327K
|
395K
$22M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.04KNew |
$286K - $304K
|
6.04K
$337K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.51K+ 1.4% |
$261K - $277K
|
399K
$22.2M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.47KNew |
$259K - $275K
|
5.47K
$305K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.38KNew |
$255K - $270K
|
5.38K
$300K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.35K+ 41184.62% |
$254K - $269K
|
5.37K
$299K
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
5.05K+ 4.78% |
$239K - $254K
|
111K
$6.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
4.8K+ 15.81% |
$227K - $241K
|
35.1K
$1.96M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
4.29K+ 3.31% |
$203K - $215K
|
134K
$7.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.09K+ 2.34% |
$194K - $206K
|
179K
$9.96M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
3.85K+ 7.05% |
$182K - $193K
|
58.5K
$3.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.82K+ 11.46% |
$181K - $192K
|
37.2K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.65K+ 2.76% |
$173K - $183K
|
136K
$7.57M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.62K+ 4.19% |
$171K - $182K
|
89.9K
$5.01M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.46K+ 4.7% |
$117K - $123K
|
54.8K
$3.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.12K+ 5.33% |
$101K - $107K
|
41.9K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.09K+ 5.1% |
$98.8K - $105K
|
43K
$2.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
1.97K+ 23.85% |
$93.2K - $98.8K
|
10.2K
$569K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.78K+ 59.73% |
$84.2K - $89.3K
|
4.75K
$265K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.42K+ 1.8% |
$67.3K - $71.3K
|
80.3K
$4.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.33K+ 9.53% |
$63.2K - $67K
|
15.3K
$855K
|
|
|
May 12, 2025
Q1 2025
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
1.33K+ 1.88% |
$63.1K - $66.9K
|
72.3K
$4.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.31K+ 24.44% |
$62K - $65.8K
|
6.67K
$371K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.17K+ 6.46% |
$55.6K - $58.9K
|
19.3K
$1.08M
|