Purchases and Sales Made in Q4 2024 in Wisdomtree Emerging Markets Sm (DGS)
This table provides information about the institutional ownership of Wisdomtree Emerging Markets Sm (DGS) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
224KNew |
$10.9M - $12M
|
224K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
215K+ 143.15% |
$10.5M - $11.5M
|
365K
$18.2M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
117K+ 28.06% |
$5.74M - $6.28M
|
536K
$26.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
111KNew |
$5.45M - $5.97M
|
111K
$5.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
95.9K+ 1675.98% |
$4.69M - $5.13M
|
102K
$5.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
70.9KNew |
$3.47M - $3.8M
|
70.9K
$3.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
49.3KNew |
$2.41M - $2.64M
|
49.3K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
42.4KNew |
$2.07M - $2.27M
|
42.4K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
40.3K+ 28.67% |
$1.97M - $2.16M
|
181K
$9.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
33.8K+ 19.24% |
$1.65M - $1.81M
|
209K
$10.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
30.2KNew |
$1.47M - $1.62M
|
30.2K
$1.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
28.5K+ 24.01% |
$1.39M - $1.53M
|
147K
$7.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
25.7K+ 11.14% |
$1.26M - $1.38M
|
257K
$12.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
22KNew |
$1.08M - $1.18M
|
22K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.5K+ 1.83% |
$1.05M - $1.15M
|
1.2M
$59.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
18.6K+ 9.9% |
$911K - $998K
|
207K
$10.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.5K+ 4.66% |
$856K - $937K
|
393K
$19.6M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
16.1K+ 6.98% |
$785K - $860K
|
246K
$12.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
15.5KNew |
$759K - $832K
|
15.5K
$776K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15K+ 91.94% |
$731K - $801K
|
31.2K
$1.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
14.9KNew |
$727K - $796K
|
14.9K
$743K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
13.8K+ 5.48% |
$676K - $741K
|
267K
$13.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.9KNew |
$582K - $638K
|
11.9K
$595K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
11K+ 1.72% |
$538K - $589K
|
652K
$32.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.7K+ 44.4% |
$523K - $573K
|
34.8K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
9.85K+ 12.62% |
$482K - $527K
|
87.9K
$4.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
9.63KNew |
$471K - $516K
|
9.63K
$481K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8.89K+ 20.46% |
$434K - $476K
|
52.3K
$2.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8.66K+ 3.75% |
$423K - $463K
|
240K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.42K+ 3.29% |
$411K - $451K
|
265K
$13.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8.34K+ 53.34% |
$407K - $446K
|
24K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
8.25KNew |
$403K - $442K
|
8.25K
$412K
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
7.63K+ 4.1% |
$373K - $409K
|
194K
$9.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.44K+ 13.45% |
$364K - $398K
|
62.8K
$3.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
5.51KNew |
$269K - $295K
|
5.51K
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.34KNew |
$261K - $286K
|
5.34K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
5.27KNew |
$257K - $282K
|
5.27K
$263K
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
5.03K+ 16.88% |
$246K - $269K
|
34.8K
$1.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
4.73K+ 3.76% |
$231K - $253K
|
130K
$6.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
4.7KNew |
$230K - $252K
|
4.7K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.12K+ 40.22% |
$201K - $220K
|
14.4K
$717K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.05K+ 0.79% |
$198K - $217K
|
514K
$25.7M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
3.73K+ 3.66% |
$182K - $200K
|
106K
$5.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.63K+ 1.15% |
$177K - $194K
|
320K
$16M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.57K+ 3495.1% |
$174K - $191K
|
3.67K
$183K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
3.55K+ 6.96% |
$174K - $190K
|
54.6K
$2.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3.38KNew |
$165K - $181K
|
3.38K
$169K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.37K+ 9.02% |
$165K - $180K
|
40.7K
$2.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
3.23K+ 2.56% |
$158K - $173K
|
129K
$6.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.01K+ 12.18% |
$147K - $161K
|
27.7K
$1.38M
|