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 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
26+ 0.27% |
$1.27K - $1.39K
|
9.72K
$486K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
20New |
$977 - $1.07K
|
20
$999
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
13+ 0.25% |
$635 - $696
|
5.13K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
13New |
$635 - $696
|
13
$649
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8+ 0.08% |
$391 - $428
|
9.89K
$494K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8+ 0.14% |
$391 - $428
|
5.83K
$291K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
6+ 0.2% |
$293 - $321
|
2.98K
$149K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
6+ 0.62% |
$293 - $321
|
974
$48.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4+ 0.4% |
$195 - $214
|
1.02K
$50.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 0.65% |
$147 - $161
|
466
$23.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1+ 0.05% |
$48.9 - $53.5
|
2.09K
$104K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1- 0.13% |
$48.9 - $53.5
|
774
$38.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1- -0.0% |
$48.9 - $53.5
|
267K
$13.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-10- 0.1% |
$489 - $535
|
10.5K
$524K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-10- 0.43% |
$489 - $535
|
2.34K
$117K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-12- 5.31% |
$586 - $642
|
214
$10.7K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13- 7.83% |
$635 - $696
|
153
$7.64K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-14- 10.53% |
$684 - $749
|
119
$5.95K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-17- 29.31% |
$831 - $910
|
41
$2.05K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-24- 0.54% |
$1.17K - $1.28K
|
4.46K
$223K
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-24- 0.08% |
$1.17K - $1.28K
|
30.3K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-36- 0.41% |
$1.76K - $1.93K
|
8.74K
$437K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-74- 1.14% |
$3.62K - $3.96K
|
6.42K
$321K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-106- 1.74% |
$5.18K - $5.67K
|
5.99K
$299K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-151- 1.48% |
$7.38K - $8.08K
|
10.1K
$502K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-155- 16.23% |
$7.57K - $8.3K
|
800
$40K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-175- 0.63% |
$8.55K - $9.37K
|
27.7K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-200- 2.02% |
$9.77K - $10.7K
|
9.72K
$486K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-202- 3.96% |
$9.87K - $10.8K
|
4.9K
$245K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-261- 5.84% |
$12.8K - $14K
|
4.21K
$210K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-277- 10.3% |
$13.5K - $14.8K
|
2.41K
$121K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-313- 5.18% |
$15.3K - $16.8K
|
5.73K
$286K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-419- 12.35% |
$20.5K - $22.4K
|
2.98K
$149K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-431- 48.05% |
$21.1K - $23.1K
|
466
$23.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-435- 2.88% |
$21.3K - $23.3K
|
14.7K
$732K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-485- 3.34% |
$23.7K - $26K
|
14K
$701K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-496- 3.74% |
$24.2K - $26.6K
|
12.8K
$638K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-503- 1.42% |
$24.6K - $26.9K
|
34.9K
$1.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-507- 8.74% |
$24.8K - $27.1K
|
5.3K
$265K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-528- 2.36% |
$25.8K - $28.3K
|
21.8K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-535- 13.18% |
$26.1K - $28.6K
|
3.53K
$176K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-559- 3.49% |
$27.3K - $29.9K
|
15.5K
$772K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-645- 7.65% |
$31.5K - $34.5K
|
7.79K
$389K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-699- 79.52% |
$34.2K - $37.4K
|
180
$8.99K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-749- 12.58% |
$36.6K - $40.1K
|
5.2K
$260K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-801- 7.08% |
$39.1K - $42.9K
|
10.5K
$525K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-806- 3.98% |
$39.4K - $43.1K
|
19.5K
$972K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.06K- 1.59% |
$51.9K - $56.8K
|
65.7K
$3.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.14K- 55.42% |
$55.8K - $61.1K
|
918
$45.9K
|