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 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
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.18K- 7.2% |
$57.6K - $63.1K
|
15.2K
$759K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.28K- 47.9% |
$62.6K - $68.5K
|
1.39K
$69.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.37K- 10.82% |
$66.9K - $73.2K
|
11.3K
$563K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-1.54K- 22.92% |
$75.3K - $82.4K
|
5.18K
$259K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 6.2% |
$76.4K - $83.7K
|
23.7K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.6K- 18.2% |
$77.9K - $85.4K
|
7.17K
$358K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-1.65K- 4.31% |
$80.8K - $88.5K
|
36.7K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.27K- 4.5% |
$111K - $121K
|
48.2K
$2.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.51K- 24.01% |
$122K - $134K
|
7.93K
$396K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.56K- 9.13% |
$125K - $137K
|
25.5K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.64K- 74.94% |
$129K - $142K
|
884
$44.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.69K- 1.41% |
$132K - $144K
|
189K
$9.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.84K- 37.07% |
$139K - $152K
|
4.82K
$241K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.68K- 27.81% |
$180K - $197K
|
9.56K
$477K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.99K- 21.64% |
$195K - $214K
|
14.5K
$722K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-5.16K- 9.82% |
$252K - $276K
|
47.3K
$2.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-6.89K- 8.17% |
$336K - $369K
|
77.4K
$3.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-7.99K- 16.62% |
$391K - $428K
|
40.1K
$2M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-8.18K- 4.9% |
$400K - $438K
|
159K
$7.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
SELL
|
- |
-8.92K- 1.09% |
$436K - $478K
|
807K
$40.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12.8K- 99.9% |
$623K - $683K
|
13
$649
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.5K- 6.26% |
$660K - $723K
|
202K
$10.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-13.6K- 11.11% |
$662K - $725K
|
108K
$5.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.4K- 28.9% |
$703K - $770K
|
35.4K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.2K- 64.78% |
$745K - $816K
|
8.29K
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-16.9K- 10.49% |
$824K - $903K
|
144K
$7.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-26.7K- 62.53% |
$1.3M - $1.43M
|
16K
$799K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-31.5K- 5.55% |
$1.54M - $1.68M
|
536K
$26.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-42.3K- 35.54% |
$2.07M - $2.26M
|
76.7K
$3.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-44.4K- 96.6% |
$2.17M - $2.38M
|
1.56K
$78.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-54.3K- 23.72% |
$2.65M - $2.91M
|
175K
$8.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-78.1K- 20.99% |
$3.82M - $4.18M
|
294K
$14.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-184K- 25.7% |
$9M - $9.86M
|
533K
$26.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-218K- 97.37% |
$10.7M - $11.7M
|
5.9K
$295K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-251K- 39.2% |
$12.2M - $13.4M
|
389K
$19.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-278K- 97.08% |
$13.6M - $14.9M
|
8.35K
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.17M- 31.85% |
$204M - $223M
|
8.92M
$446M
|