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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.68K+ 7.23% |
$131K - $144K
|
39.8K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.45K+ 3.97% |
$120K - $131K
|
64.1K
$3.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.39K+ 160.05% |
$117K - $128K
|
3.88K
$194K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.36K+ 20.5% |
$115K - $126K
|
13.9K
$694K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.22K+ 7.14% |
$109K - $119K
|
33.4K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
2.19K+ 17.63% |
$107K - $117K
|
14.6K
$731K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.17K+ 1.67% |
$106K - $116K
|
132K
$6.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.1K+ 1.68% |
$102K - $112K
|
127K
$6.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.94K+ 14.76% |
$94.6K - $104K
|
15K
$752K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.74K+ 4.79% |
$85.1K - $93.2K
|
38.1K
$1.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.69K+ 2.0% |
$82.6K - $90.5K
|
86.3K
$4.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.6K+ 28.27% |
$77.9K - $85.4K
|
7.24K
$362K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.35K+ 1.33% |
$66.1K - $72.4K
|
103K
$5.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
1.14K+ 2.36% |
$55.8K - $61.1K
|
49.6K
$2.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
1K+ 2.02% |
$48.9K - $53.5K
|
50.5K
$2.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
987+ 0.6% |
$48.2K - $52.8K
|
166K
$8.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
967+ 1.24% |
$47.3K - $51.8K
|
78.8K
$3.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
960+ 0.35% |
$46.9K - $51.4K
|
279K
$13.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
950+ 3.01% |
$46.4K - $50.9K
|
32.5K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
939+ 2.35% |
$45.9K - $50.3K
|
40.9K
$2.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
857+ 7.84% |
$41.9K - $45.9K
|
11.8K
$589K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
838New |
$41K - $44.9K
|
838
$41.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
735+ 18.13% |
$35.9K - $39.3K
|
4.79K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
710+ 1.7% |
$34.7K - $38K
|
42.4K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
691New |
$33.8K - $37K
|
691
$34.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
669+ 43.96% |
$32.7K - $35.8K
|
2.19K
$109K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
616+ 2.94% |
$30.1K - $33K
|
21.5K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
545+ 1.37% |
$26.6K - $29.2K
|
40.3K
$2.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
534+ 1.11% |
$26.1K - $28.6K
|
48.8K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
514+ 0.62% |
$25.1K - $27.5K
|
83.2K
$4.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
485+ 1.28% |
$23.7K - $26K
|
38.2K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
400New |
$19.5K - $21.4K
|
400
$20K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
395+ 0.99% |
$19.3K - $21.1K
|
40.3K
$2.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
386+ 2.83% |
$18.9K - $20.7K
|
14K
$700K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
319+ 2.48% |
$15.6K - $17.1K
|
13.2K
$660K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
317New |
$15.5K - $17K
|
317
$15.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
313New |
$15.3K - $16.8K
|
313
$15.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
310New |
$15.1K - $16.6K
|
310
$15.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
305+ 2.09% |
$14.9K - $16.3K
|
14.9K
$746K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
276+ 2.83% |
$13.5K - $14.8K
|
10K
$502K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
255+ 0.83% |
$12.5K - $13.7K
|
31K
$1.55M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
196New |
$9.58K - $10.5K
|
196
$9.79K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
153New |
$7.48K - $8.19K
|
153
$7.64K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
132+ 1.32% |
$6.45K - $7.07K
|
10.1K
$506K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
129+ 0.72% |
$6.3K - $6.91K
|
18.1K
$907K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
112+ 5.49% |
$5.47K - $6K
|
2.15K
$107K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
81+ 0.4% |
$3.96K - $4.34K
|
20.4K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
68+ 2.25% |
$3.32K - $3.64K
|
3.09K
$154K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
64New |
$3.13K - $3.43K
|
64
$3.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
51+ 0.41% |
$2.49K - $2.73K
|
12.3K
$617K
|