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 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-101- 66.01% |
$4.79K - $5.07K
|
52
$2.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-118- 3.96% |
$5.59K - $5.93K
|
2.86K
$160K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-134- 15.16% |
$6.35K - $6.73K
|
750
$41.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-155- 1.4% |
$7.35K - $7.79K
|
10.9K
$608K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-176- 1.68% |
$8.34K - $8.84K
|
10.3K
$575K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-236- 0.14% |
$11.2K - $11.9K
|
166K
$9.26M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-250- 0.62% |
$11.9K - $12.6K
|
39.8K
$2.22M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-255- 18.32% |
$12.1K - $12.8K
|
1.14K
$63.4K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-300- 11.62% |
$14.2K - $15.1K
|
2.28K
$127K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-303- 0.75% |
$14.4K - $15.2K
|
40K
$2.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-356- 1.02% |
$16.9K - $17.9K
|
34.4K
$1.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-423- 3.43% |
$20.1K - $21.3K
|
11.9K
$664K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-424- 19.71% |
$20.1K - $21.3K
|
1.73K
$96.2K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-424- 54.78% |
$20.1K - $21.3K
|
350
$19.5K
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-432- 0.88% |
$20.5K - $21.7K
|
48.9K
$2.73M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-433- 6.74% |
$20.5K - $21.8K
|
5.99K
$334K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-450- 28.79% |
$21.3K - $22.6K
|
1.11K
$62K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-511- 1.34% |
$24.2K - $25.7K
|
37.7K
$2.1M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-567- 3.92% |
$26.9K - $28.5K
|
13.9K
$774K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-611- 7.7% |
$29K - $30.7K
|
7.32K
$408K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-625- 10.9% |
$29.6K - $31.4K
|
5.11K
$285K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-647- 6.16% |
$30.7K - $32.5K
|
9.86K
$550K
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-667- 0.87% |
$31.6K - $33.5K
|
76.1K
$4.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-697- 2.95% |
$33K - $35K
|
23K
$1.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-816- 5.58% |
$38.7K - $41K
|
13.8K
$770K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-924- 2.61% |
$43.8K - $46.4K
|
34.5K
$1.92M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-925- 1.87% |
$43.8K - $46.5K
|
48.7K
$2.71M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-930- 38.54% |
$44.1K - $46.7K
|
1.48K
$82.6K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-953- 28.2% |
$45.2K - $47.9K
|
2.43K
$135K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.07K- 6.05% |
$50.7K - $53.8K
|
16.6K
$925K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.07K- 3.06% |
$50.8K - $53.8K
|
33.9K
$1.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.11K- 9.34% |
$52.8K - $55.9K
|
10.8K
$602K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.19K- 12.19% |
$56.2K - $59.5K
|
8.53K
$476K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.29K- 8.32% |
$61K - $64.6K
|
14.2K
$789K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.41K- 1.11% |
$66.6K - $70.6K
|
125K
$6.99M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.49K- 15.07% |
$70.6K - $74.9K
|
8.4K
$468K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.5K- 1.94% |
$71.2K - $75.5K
|
75.9K
$4.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.67K- 2.92% |
$79.3K - $84.1K
|
55.7K
$3.1M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.75K- 12.48% |
$83K - $87.9K
|
12.3K
$684K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.77K- 21.23% |
$84K - $89K
|
6.58K
$366K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.19K- 6.76% |
$104K - $110K
|
30.3K
$1.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.52K- 9.89% |
$119K - $127K
|
23K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-2.92K- 1.84% |
$139K - $147K
|
156K
$8.68M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.01K- 97.57% |
$143K - $151K
|
75
$4.18K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.63K- 1.92% |
$172K - $182K
|
185K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.81K- 37.93% |
$180K - $191K
|
6.23K
$347K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-4.9K- 3.4% |
$232K - $246K
|
139K
$7.75M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-5.16KClosed |
$245K - $259K
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.27K- 8.22% |
$250K - $265K
|
58.9K
$3.28M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-5.89K- 3.04% |
$279K - $296K
|
188K
$10.5M
|