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 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.08K+ 9.6% |
$51.3K - $54.4K
|
12.4K
$689K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.07K+ 20.77% |
$50.6K - $53.6K
|
6.21K
$346K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.06K+ 7.03% |
$50.1K - $53.1K
|
16.1K
$897K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
973+ 1.17% |
$46.1K - $48.9K
|
84.1K
$4.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
735+ 2.37% |
$34.8K - $36.9K
|
31.8K
$1.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
665+ 3.26% |
$31.5K - $33.4K
|
21.1K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
575+ 1.14% |
$27.3K - $28.9K
|
51K
$2.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
548New |
$26K - $27.5K
|
548
$30.5K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
535+ 66.88% |
$25.4K - $26.9K
|
1.34K
$74.4K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
535+ 4.19% |
$25.4K - $26.9K
|
13.3K
$742K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
459+ 1.08% |
$21.8K - $23.1K
|
42.9K
$2.39M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
426New |
$20.2K - $21.4K
|
426
$23.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
422+ 1.4% |
$20K - $21.2K
|
30.6K
$1.71M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
399+ 18.21% |
$18.9K - $20K
|
2.59K
$144K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
398+ 3.37% |
$18.9K - $20K
|
12.2K
$679K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
364+ 7.6% |
$17.3K - $18.3K
|
5.15K
$287K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
311+ 1.3% |
$14.7K - $15.6K
|
24.3K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
285New |
$13.5K - $14.3K
|
285
$15.9K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
157New |
$7.44K - $7.89K
|
157
$8.75K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
155+ 1.17% |
$7.35K - $7.79K
|
13.4K
$744K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
126New |
$5.97K - $6.33K
|
126
$7.02K
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
125+ 3.05% |
$5.93K - $6.28K
|
4.23K
$236K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
119+ 1.36% |
$5.64K - $5.98K
|
8.86K
$494K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
106New |
$5.02K - $5.33K
|
106
$5.91K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
95+ 13.75% |
$4.5K - $4.77K
|
786
$43.8K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
50+ 384.62% |
$2.37K - $2.51K
|
63
$3.51K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
47+ 114.63% |
$2.23K - $2.36K
|
88
$4.9K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
42+ 0.44% |
$1.99K - $2.11K
|
9.68K
$539K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
19New |
$901 - $955
|
19
$1.06K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
15New |
$711 - $754
|
15
$836
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9+ 0.17% |
$427 - $452
|
5.35K
$298K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
8+ 0.15% |
$379 - $402
|
5.21K
$290K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
8+ 0.04% |
$379 - $402
|
21.8K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
4+ 6.56% |
$190 - $201
|
65
$3.62K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3New |
$142 - $151
|
3
$167
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2+ 0.03% |
$94.8 - $100
|
5.83K
$325K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.21% |
$47.4 - $50.2
|
467
$26K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1+ 0.05% |
$47.4 - $50.2
|
2.09K
$116K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1+ 0.1% |
$47.4 - $50.2
|
1.02K
$56.7K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1- 0.83% |
$47.4 - $50.2
|
120
$6.69K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2- 1.13% |
$94.8 - $100
|
175
$9.75K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-15- 0.31% |
$711 - $754
|
4.81K
$268K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-20- 0.55% |
$948 - $1K
|
3.65K
$203K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-23- 0.15% |
$1.09K - $1.16K
|
15.2K
$846K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-26- 0.27% |
$1.23K - $1.31K
|
9.7K
$540K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-39- 2.63% |
$1.85K - $1.96K
|
1.45K
$80.5K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-47- 28.66% |
$2.23K - $2.36K
|
117
$6.52K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-87- 1.12% |
$4.12K - $4.37K
|
7.7K
$429K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-100- 4.27% |
$4.74K - $5.02K
|
2.24K
$125K
|