Who owns WisdomTree Emerging Mkts Small Cp Div Fd?
- Ticker: DGS
- CUSIP Number: 97717W281
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Analyze quarterly positions in WisdomTree Emerging Mkts Small Cp Div with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold WisdomTree Emerging Mkts Small Cp Div Fd this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Creative Planning | 33M | $1.6B | 3% | Dec 2023 |
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BKM Wealth Management | 8.8M | $441M | 100% | Dec 2023 |
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Bank of America Corporation | 1.3M | $64M | -4% | Dec 2023 |
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Unison Advisors | 1.1M | $55M | 1% | Dec 2023 |
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HPM Partners | 773k | $39M | 1% | Dec 2023 |
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Morgan Stanley | 668k | $31M | 3% | Sep 2023 |
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HighTower Advisors | 526k | $26M | 5% | Dec 2023 |
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Financial Planning & Information Services | 447k | $21M | -2% | Sep 2023 |
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Wells Fargo & Company | 412k | $21M | -7% | Dec 2023 |
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National Bank Of Canada /fi/ | 397k | $20M | 0% | Dec 2023 |
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Eastern Bank | 394k | $20M | 0% | Dec 2023 |
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Boston Financial Mangement | 370k | $17M | 2% | Sep 2023 |
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Northwestern Mutual Wealth Management Company | 344k | $16M | 50% | Sep 2023 |
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Great Valley Advisor Group | 309k | $15M | 3% | Dec 2023 |
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Hengehold Capital Management | 285k | $14M | 1% | Dec 2023 |
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Victory Capital Management | 284k | $14M | 0% | Dec 2023 |
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Envestnet Asset Management | 282k | $13M | 2% | Sep 2023 |
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Great Point Wealth Advisors | 275k | $14M | 6% | Dec 2023 |
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BIP Wealth | 250k | $13M | 8% | Dec 2023 |
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McMahon Financial Advisors | 234k | $12M | 2% | Dec 2023 |
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LPL Financial | 233k | $11M | 88% | Sep 2023 |
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Relative Value Partners | 212k | $11M | 30% | Dec 2023 |
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EisnerAmper Wealth Management Corporate Benefits | 205k | $10M | -5% | Dec 2023 |
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Checchi Capital Advisers | 204k | $10M | 140% | Dec 2023 |
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UBS Group | 203k | $10M | -3% | Dec 2023 |
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Csenge Advisory Group | 202k | $9.3M | 0% | Sep 2023 |
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Efficient Advisors | 202k | $10M | -1% | Dec 2023 |
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Raymond James Financial Services Advisors | 201k | $10M | -1% | Dec 2023 |
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Ameriprise Financial | 170k | $7.8M | -1% | Sep 2023 |
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Tortoise Investment Management | 167k | $8.3M | 6% | Dec 2023 |
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Neumann Capital Management | 167k | $8.3M | -1% | Dec 2023 |
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Fifth Third Bancorp | 152k | $7.6M | -11% | Dec 2023 |
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Park Avenue Securities | 147k | $7.3M | 6% | Dec 2023 |
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Rockefeller Capital Management | 128k | $6.4M | 0% | Dec 2023 |
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Baker Ellis Asset Management | 122k | $6.1M | -12% | Dec 2023 |
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Laurel Wealth Planning | 114k | $5.7M | 495% | Dec 2023 |
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Shore Point Advisors | 112k | $5.6M | 5% | Dec 2023 |
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Steward Partners Investment Advisory | 106k | $5.3M | 3% | Dec 2023 |
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Portland Global Advisors | 102k | $4.7M | 4% | Sep 2023 |
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Baird Financial | 80k | $4.0M | 3% | Dec 2023 |
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Smith, Moore & Co. | 76k | $3.5M | 0% | Sep 2023 |
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Cambridge Investment Research Advisors | 71k | $3.5M | 9% | Dec 2023 |
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O'Connor Financial Group | 70k | $3.5M | 4% | Dec 2023 |
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Wealth Enhancement Advisory Services | 63k | $3.2M | -2% | Dec 2023 |
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Private Advisor | 62k | $3.1M | 3% | Dec 2023 |
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Sound Stewardship | 62k | $3.1M | 2% | Dec 2023 |
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Royal Bank of Canada | 55k | $2.7M | 1% | Dec 2023 |
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AlphaQ Advisors | 52k | $2.6M | 24% | Dec 2023 |
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Multi-Financial Securities | 51k | $2.3M | -30% | Sep 2023 |
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Yale Capital Corp. | 50k | $2.3M | 0% | Sep 2023 |
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Gail Mannix | 48k | $2.4M | -9% | Dec 2023 |
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Alpha Omega Wealth Management | 48k | $2.4M | -5% | Dec 2023 |
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Nicholas Hoffman & Company | 47k | $2.3M | 1% | Dec 2023 |
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Buckingham Strategic Partners | 44k | $2.2M | 31% | Dec 2023 |
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Atria Investments | 44k | $2.2M | 86% | Dec 2023 |
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WESCAP Management | 43k | $2.2M | -1% | Dec 2023 |
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Kestra Advisory Services | 40k | $2.0M | -4% | Dec 2023 |
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Addison Advisors | 39k | $2.0M | 4% | Dec 2023 |
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Tacita Capital | 38k | $1.7M | -11% | Sep 2023 |
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Sterling Financial Planning | 37k | $1.8M | 1% | Dec 2023 |
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Financial Network Investment Corporation | 36k | $1.7M | 0% | Sep 2023 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 36k | $1.8M | -4% | Dec 2023 |
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Global Retirement Partners | 36k | $1.7M | -12% | Dec 2023 |
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Whittier Trust | 35k | $1.7M | 0% | Dec 2023 |
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Vista Investment Management | 33k | $1.7M | -7% | Dec 2023 |
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Custom Index Systems | 31k | $1.5M | 100% | Dec 2023 |
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Advisor Group Holdings | 30k | $1.5M | -5% | Dec 2023 |
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Ffg Retirement Advisors | 30k | $1.5M | 0% | Dec 2023 |
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Stratos Wealth Partners | 30k | $1.5M | 15% | Dec 2023 |
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Janney Montgomery Scott | 30k | $1.5M | 1% | Dec 2023 |
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Johnson Investment Counsel | 29k | $1.4M | -4% | Dec 2023 |
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Trustmark National Bank - Trust Department | 28k | $1.3M | -1% | Sep 2023 |
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Invenio Wealth Partners | 28k | $1.4M | 48% | Dec 2023 |
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Jpmorgan Chase & Co | 27k | $1.4M | -16% | Dec 2023 |
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Insight Advisors, LLC/ PA | 26k | $1.3M | -29% | Dec 2023 |
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Stifel Financial | 26k | $1.3M | -1% | Dec 2023 |
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ProVise Management Group | 26k | $1.3M | 7% | Dec 2023 |
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Commonwealth Equity Services | 25k | $1.2M | 0% | Dec 2023 |
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Boston Family Office | 24k | $1.2M | -1% | Dec 2023 |
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Perigon Wealth Management | 24k | $1.2M | -18% | Dec 2023 |
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Raymond James & Associates | 23k | $1.2M | 4% | Dec 2023 |
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Occidental Asset Management | 23k | $1.1M | 1% | Dec 2023 |
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Evanson Asset Management | 23k | $1.1M | 0% | Dec 2023 |
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Moser Wealth Advisors | 23k | $1.1M | 3% | Dec 2023 |
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Waterfront Wealth | 23k | $1.1M | -2% | Dec 2023 |
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Cetera Investment Advisers | 22k | $1.0M | -3% | Sep 2023 |
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Avaii Wealth Management | 22k | $1.1M | 7% | Dec 2023 |
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Smartleaf Asset Management | 22k | $1.1M | 100% | Dec 2023 |
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Midland Wealth Advisors | 22k | $1.1M | 100% | Dec 2023 |
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Betterment | 21k | $1.0M | 1% | Dec 2023 |
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Total Clarity Wealth Management | 20k | $1.0M | 5% | Dec 2023 |
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Kathleen S. Wright Associates | 20k | $997k | -14% | Dec 2023 |
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Farmers & Merchants Trust Co of Chambersburg PA | 19k | $952k | 65% | Dec 2023 |
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Mml Investors Services | 19k | $862k | 8% | Sep 2023 |
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Covenant Asset Management | 17k | $825k | -20% | Dec 2023 |
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Hartland & Co | 16k | $807k | -14% | Dec 2023 |
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Biltmore Family Office | 16k | $720k | 0% | Sep 2023 |
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CI Private Wealth | 16k | $775k | 9% | Dec 2023 |
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Choate Investment Advisors | 14k | $652k | 100% | Sep 2023 |
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Cornerstone Wealth Management | 14k | $700k | 2% | Dec 2023 |
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Modera Wealth Management | 14k | $697k | 4% | Dec 2023 |
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Watershed Private Wealth | 14k | $684k | -2% | Dec 2023 |
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Susquehanna International | 13k | $597k | -38% | Sep 2023 |
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My Legacy Advisors | 13k | $620k | -3% | Dec 2023 |
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Columbus Macro | 13k | $616k | -18% | Dec 2023 |
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Sovereign Financial Group | 13k | $627k | -16% | Dec 2023 |
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Massey, Quick & Co | 12k | $613k | 0% | Dec 2023 |
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Integrated Wealth Concepts | 12k | $538k | 100% | Sep 2023 |
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Citadel Advisors | 12k | $577k | 2% | Dec 2023 |
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Deschutes Portfolio Strategy | 12k | $575k | 0% | Dec 2023 |
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Mariner Wealth Advisors | 11k | $560k | 37% | Dec 2023 |
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Resources Investment Advisors | 11k | $489k | -1% | Sep 2023 |
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United Capital Financial Advisers | 10k | $518k | 0% | Dec 2023 |
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Leavell Investment Management | 10k | $504k | -6% | Dec 2023 |
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Bank Of The Ozarks | 9.9k | $494k | -3% | Dec 2023 |
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Davenport & Co | 9.5k | $472k | -1% | Dec 2023 |
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JFS Wealth Advisors | 9.3k | $462k | -4% | Dec 2023 |
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Putnam Fl Investment Management | 9.0k | $449k | 0% | Dec 2023 |
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RPG Investment Advisory | 8.8k | $437k | -5% | Dec 2023 |
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Thoroughbred Financial Services | 8.7k | $436k | 0% | Dec 2023 |
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CIBC World Markets | 8.5k | $391k | -21% | Sep 2023 |
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Nwam | 8.4k | $419k | -16% | Dec 2023 |
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Klr Investment Advisors | 8.3k | $416k | 5% | Dec 2023 |
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Chemistry Wealth Management | 8.3k | $415k | -42% | Dec 2023 |
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Colorado Capital Management | 8.0k | $400k | -1% | Dec 2023 |
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Princeton Global Asset Management | 7.8k | $389k | -3% | Dec 2023 |
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Atria Wealth Solutions | 7.6k | $379k | 100% | Dec 2023 |
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First Republic Investment Management | 7.4k | $342k | -1% | Sep 2023 |
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True Wealth Design | 7.4k | $367k | 0% | Dec 2023 |
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FF Advisors | 6.9k | $345k | 100% | Dec 2023 |
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Moran Wealth Management | 6.6k | $331k | 6% | Dec 2023 |
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Albion Financial Group | 6.6k | $329k | 0% | Dec 2023 |
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Quadrant Capital | 6.2k | $310k | 130% | Dec 2023 |
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Huntington National Bank | 6.2k | $308k | -16% | Dec 2023 |
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Evergreen Capital Management | 6.0k | $278k | 0% | Sep 2023 |
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Beacon Pointe Advisors | 6.0k | $300k | -3% | Dec 2023 |
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Meridian Financial Partners | 5.9k | $280k | 0% | Dec 2023 |
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Cyndeo Wealth Partners | 5.8k | $289k | -7% | Dec 2023 |
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Nbc Securities | 5.7k | $283k | 69% | Dec 2023 |
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Whittier Trust Co. of Nevada | 5.7k | $284k | 0% | Dec 2023 |
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Mercer Global Advisors | 5.6k | $282k | 100% | Dec 2023 |
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Wedmont Private Capital | 5.6k | $278k | -35% | Dec 2023 |
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Seed Wealth Management | 5.6k | $276k | 0% | Dec 2023 |
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CoreCap Advisors | 5.5k | $276k | -2% | Dec 2023 |
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PFG Investments | 5.2k | $260k | 6% | Dec 2023 |
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Berger Financial Group | 5.1k | $253k | -9% | Dec 2023 |
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Raymond James Trust | 5.0k | $252k | 0% | Dec 2023 |
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RFG Advisory | 4.9k | $246k | -29% | Dec 2023 |
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Tidemark | 4.9k | $245k | 100% | Dec 2023 |
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Arete Wealth Advisors | 4.7k | $233k | 100% | Dec 2023 |
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Claro Advisors | 4.7k | $232k | -5% | Dec 2023 |
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H D Vest Advisory Services | 4.5k | $224k | -17% | Dec 2023 |
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HB Wealth Management | 4.3k | $213k | -22% | Dec 2023 |
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Asset Dedication | 13.00 | $1.0k | -100% | Dec 2023 |
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Who sold out of WisdomTree Emerging Mkts Small Cp Div?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Jane Street | Sep 2023 | 441k | $20M |
Marion Wealth Management | Sep 2023 | 27k | $1.2M |
Renaissance Technologies | Jun 2023 | 20k | $926k |
Ropes Wealth Advisors | Jun 2023 | 15k | $683k |
Vontobel Holding | Sep 2023 | 6.1k | $283k |
Kavar Capital Partners Group | Sep 2023 | 5.8k | $267k |
Keybank National Association | Jun 2023 | 5.3k | $248k |
Maripau Wealth Management | Sep 2023 | 4.7k | $217k |