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
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.59K- 52.85% |
$360K - $381K
|
6.77K
$377K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-9.29K- 8.33% |
$440K - $467K
|
102K
$5.69M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.3K- 9.02% |
$441K - $467K
|
93.8K
$5.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-9.66K- 19.78% |
$458K - $485K
|
39.2K
$2.18M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-11.8K- 23.52% |
$558K - $592K
|
38.3K
$2.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.2K- 6.01% |
$576K - $611K
|
190K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-13.3K- 68.35% |
$630K - $668K
|
6.16K
$343K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-15.6K- 38.21% |
$737K - $782K
|
25.2K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-21.3K- 99.02% |
$1.01M - $1.07M
|
212
$11.8K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-23K- 10.26% |
$1.09M - $1.15M
|
201K
$11.2M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-36.1K- 13.63% |
$1.71M - $1.81M
|
228K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43.1K- 8.09% |
$2.04M - $2.16M
|
489K
$27.3M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-44K- 91.23% |
$2.08M - $2.21M
|
4.22K
$235K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-56.4K- 19.16% |
$2.67M - $2.83M
|
238K
$13.2M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-58.1K- 92.51% |
$2.75M - $2.92M
|
4.7K
$262K
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
SELL
|
- |
-88.9K- 11.01% |
$4.22M - $4.47M
|
719K
$40M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-93.9K- 18.26% |
$4.45M - $4.72M
|
420K
$23.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-104K- 95.61% |
$4.91M - $5.21M
|
4.76K
$265K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-104K- 8.65% |
$4.92M - $5.21M
|
1.1M
$61M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-110K- 34.44% |
$5.22M - $5.53M
|
210K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-144K- 79.46% |
$6.82M - $7.23M
|
37.2K
$2.07M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-214K- 98.13% |
$10.1M - $10.8M
|
4.08K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-243K- 66.62% |
$11.5M - $12.2M
|
122K
$6.79M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-245K- 87.78% |
$11.6M - $12.3M
|
34.1K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.89M- 21.13% |
$89.4M - $94.7M
|
7.04M
$392M
|