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 | 13M | $703M | -20% | Sep 2024 |
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Bank of America Corporation | 1.2M | $63M | 0% | Sep 2024 |
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Unison Advisors | 816k | $44M | -1% | Sep 2024 |
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Morgan Stanley | 683k | $47M | 4% | Jun 2024 |
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Congress Wealth Management LLC / DE / | 641k | $34M | 100% | Sep 2024 |
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HighTower Advisors | 572k | $29M | 2% | Jun 2024 |
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LPL Financial | 510k | $27M | -1% | Sep 2024 |
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Old Mission Capital | 476k | $25M | 47% | Jun 2024 |
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National Bank Of Canada /fi/ | 418k | $23M | 0% | Sep 2024 |
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Envestnet Asset Management | 376k | $20M | 6% | Sep 2024 |
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Wells Fargo & Company | 372k | $20M | -1% | Sep 2024 |
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Boston Financial Mangement | 364k | $20M | -2% | Sep 2024 |
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Financial Planning & Information Services | 363k | $20M | -3% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 316k | $17M | 15% | Sep 2024 |
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Hengehold Capital Management | 286k | $15M | 1% | Sep 2024 |
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Victory Capital Management | 284k | $15M | 0% | Sep 2024 |
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Eastern Bank | 278k | $15M | 1% | Sep 2024 |
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BIP Wealth | 256k | $14M | 11% | Sep 2024 |
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Kovitz Investment Group Partners | 253k | $14M | 100% | Sep 2024 |
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McMahon Financial Advisors | 231k | $12M | -2% | Sep 2024 |
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Tortoise Investment Management | 231k | $12M | 10% | Sep 2024 |
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Great Valley Advisor Group | 230k | $12M | 1% | Sep 2024 |
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Checchi Capital Advisers | 229k | $12M | 14% | Sep 2024 |
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Citadel Advisors | 224k | $12M | 368% | Sep 2024 |
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Raymond James Financial Services Advisors | 221k | $12M | 3% | Sep 2024 |
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HPM Partners | 216k | $12M | -72% | Sep 2024 |
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Park Avenue Securities | 188k | $10M | 9% | Sep 2024 |
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Efficient Advisors | 186k | $10M | 0% | Sep 2024 |
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Fifth Third Bancorp | 176k | $9.4M | 5% | Sep 2024 |
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Csenge Advisory Group | 167k | $8.8M | -6% | Sep 2024 |
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Neumann Capital Management | 165k | $8.9M | -3% | Sep 2024 |
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Prosperity Consulting Group | 161k | $8.6M | -6% | Sep 2024 |
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Royal Bank of Canada | 141k | $7.5M | 150% | Sep 2024 |
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Rockefeller Capital Management | 131k | $6.7M | 2% | Jun 2024 |
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Cascade Financial Partners | 126k | $6.5M | 4% | Sep 2024 |
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Baker Ellis Asset Management | 125k | $6.7M | 4% | Sep 2024 |
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Laurel Wealth Planning | 122k | $6.5M | -6% | Sep 2024 |
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Portland Global Advisors | 121k | $6.2M | 5% | Jun 2024 |
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Shore Point Advisors | 119k | $6.4M | 1% | Sep 2024 |
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Spectrum Wealth Advisory Group | 119k | $6.4M | 100% | Sep 2024 |
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Steward Partners Investment Advisory | 104k | $5.3M | -3% | Jun 2024 |
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O'Connor Financial Group | 102k | $5.5M | 7% | Sep 2024 |
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Smith, Moore & Co. | 85k | $4.5M | 9% | Sep 2024 |
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Great Point Wealth Advisors | 84k | $4.5M | -1% | Sep 2024 |
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BKM Wealth Management | 78k | $4.2M | 0% | Sep 2024 |
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Invenio Wealth Partners | 68k | $3.5M | 12% | Jun 2024 |
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Cambridge Investment Research Advisors | 67k | $3.6M | -1% | Sep 2024 |
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Cetera Investment Advisers | 61k | $3.2M | -10% | Jun 2024 |
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Wealth Enhancement Advisory Services | 59k | $3.0M | -6% | Jun 2024 |
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Atria Investments | 55k | $3.0M | 21% | Sep 2024 |
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Nicholas Hoffman & Company | 53k | $2.8M | 1% | Sep 2024 |
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Beckerman Institutional | 51k | $2.7M | 100% | Sep 2024 |
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CoreCap Advisors | 50k | $2.7M | 23% | Sep 2024 |
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Yale Capital Corp. | 50k | $2.7M | 0% | Sep 2024 |
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Kestra Advisory Services | 50k | $2.7M | -14% | Sep 2024 |
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Addison Advisors | 50k | $2.7M | 1% | Sep 2024 |
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Alpha Omega Wealth Management | 48k | $2.6M | 0% | Sep 2024 |
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Gail Mannix | 48k | $2.4M | -1% | Sep 2024 |
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Qube Research & Technologies | 46k | $2.4M | -53% | Jun 2024 |
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WESCAP Management | 44k | $2.3M | 2% | Jun 2024 |
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United Advisor Group | 43k | $2.3M | 19% | Sep 2024 |
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Lakeview Capital Partners | 43k | $2.3M | 100% | Sep 2024 |
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Susquehanna International | 41k | $2.2M | -55% | Sep 2024 |
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Buckingham Strategic Partners | 40k | $2.1M | 126% | Sep 2024 |
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Sterling Financial Planning | 40k | $2.1M | 2% | Sep 2024 |
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Global Retirement Partners | 40k | $2.1M | 0% | Sep 2024 |
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Custom Index Systems | 38k | $2.1M | -21% | Sep 2024 |
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Insight Advisors, LLC/ PA | 37k | $2.0M | 6% | Sep 2024 |
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Stifel Financial | 37k | $1.9M | 47% | Jun 2024 |
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Stratos Wealth Partners | 37k | $2.0M | 14% | Sep 2024 |
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Private Advisor | 36k | $2.0M | -39% | Sep 2024 |
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Whittier Trust | 36k | $1.9M | 0% | Sep 2024 |
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Vista Investment Management | 33k | $1.7M | -2% | Jun 2024 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 32k | $1.7M | -7% | Sep 2024 |
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Janney Montgomery Scott | 31k | $1.7M | 34% | Sep 2024 |
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Sound Stewardship | 31k | $1.7M | -4% | Sep 2024 |
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Ffg Retirement Advisors | 30k | $1.6M | 0% | Sep 2024 |
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Family Wealth Partners | 30k | $1.6M | -4% | Sep 2024 |
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Raymond James & Associates | 29k | $1.6M | 4% | Sep 2024 |
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Marathon Strategic Advisors | 28k | $1.5M | 8% | Sep 2024 |
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Perigon Wealth Management | 28k | $1.5M | 100% | Sep 2024 |
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Johnson Investment Counsel | 28k | $1.5M | 0% | Sep 2024 |
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Moser Wealth Advisors | 25k | $1.4M | 1% | Sep 2024 |
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Occidental Asset Management | 25k | $1.3M | 0% | Sep 2024 |
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Mml Investors Services | 24k | $1.3M | 1% | Sep 2024 |
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Evanson Asset Management | 22k | $1.2M | 0% | Sep 2024 |
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Smartleaf Asset Management | 21k | $1.1M | 0% | Sep 2024 |
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Waterfront Wealth | 20k | $1.0M | -5% | Sep 2024 |
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CI Private Wealth | 20k | $1.1M | 1% | Sep 2024 |
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Commonwealth Equity Services | 18k | $991k | -5% | Sep 2024 |
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H D Vest Advisory Services | 18k | $916k | 350% | Jun 2024 |
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Trustmark National Bank - Trust Department | 18k | $949k | -7% | Sep 2024 |
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Lodestone Wealth Management | 17k | $891k | -12% | Sep 2024 |
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American Capital Advisory | 16k | $879k | 6% | Sep 2024 |
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Flow Traders US | 16k | $874k | -73% | Sep 2024 |
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ProVise Management Group | 16k | $860k | -23% | Sep 2024 |
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Cornerstone Wealth Management | 16k | $839k | 14% | Sep 2024 |
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Covenant Asset Management | 15k | $829k | -2% | Sep 2024 |
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Biltmore Family Office | 15k | $810k | 0% | Sep 2024 |
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Advisor Group Holdings | 15k | $786k | -51% | Sep 2024 |
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Kathleen S. Wright Associates | 15k | $779k | -2% | Sep 2024 |
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Choate Investment Advisors | 14k | $757k | 0% | Sep 2024 |
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Farmers & Merchants Trust Co of Chambersburg PA | 14k | $731k | -21% | Sep 2024 |
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Modera Wealth Management | 13k | $713k | 0% | Sep 2024 |
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Exchange Capital Management | 13k | $704k | 49% | Sep 2024 |
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Nbc Securities | 13k | $685k | 19% | Sep 2024 |
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Jpmorgan Chase & Co | 13k | $679k | 3% | Sep 2024 |
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Columbus Macro | 12k | $657k | 0% | Sep 2024 |
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Massey, Quick & Co | 12k | $660k | 0% | Sep 2024 |
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Wiley Bros.-aintree Capital | 12k | $618k | 34% | Jun 2024 |
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Oxinas Partners Wealth Management | 12k | $619k | 64% | Sep 2024 |
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Deschutes Portfolio Strategy | 12k | $619k | 0% | Sep 2024 |
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Sovereign Financial Group | 11k | $608k | -9% | Sep 2024 |
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International Assets Investment Management | 11k | $210k | 5270% | Sep 2024 |
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Leavell Investment Management | 11k | $594k | 7% | Sep 2024 |
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Boston Family Office | 11k | $562k | -6% | Jun 2024 |
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Sanctuary Advisors | 11k | $541k | 100% | Jun 2024 |
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Watershed Private Wealth | 11k | $564k | -2% | Sep 2024 |
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Mariner Wealth Advisors | 10k | $560k | -2% | Sep 2024 |
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Integrated Wealth Concepts | 10k | $550k | -9% | Sep 2024 |
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Davenport & Co | 10k | $548k | -1% | Sep 2024 |
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Resources Investment Advisors | 10k | $537k | 3% | Sep 2024 |
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United Capital Financial Advisers | 9.9k | $533k | -4% | Sep 2024 |
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Bank Of The Ozarks | 9.9k | $531k | 0% | Sep 2024 |
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Thoroughbred Financial Services | 9.9k | $530k | 17% | Sep 2024 |
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Putnam Fl Investment Management | 9.7k | $521k | 0% | Sep 2024 |
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Nwam | 8.8k | $471k | 100% | Sep 2024 |
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Atria Wealth Solutions | 8.8k | $471k | 14% | Sep 2024 |
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Simplex Trading | 8.7k | $466k | 282% | Sep 2024 |
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JFS Wealth Advisors | 8.4k | $453k | 2% | Sep 2024 |
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Avaii Wealth Management | 7.7k | $412k | -58% | Sep 2024 |
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Advisor Resource Council | 7.3k | $394k | 100% | Sep 2024 |
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FF Advisors | 6.7k | $355k | 67% | Sep 2024 |
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Baldwin Brothers | 6.7k | $360k | 100% | Sep 2024 |
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Albion Financial Group | 6.6k | $354k | 0% | Sep 2024 |
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Colorado Capital Management | 6.5k | $349k | -13% | Sep 2024 |
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Meridian Financial Partners | 6.1k | $327k | 0% | Sep 2024 |
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Beacon Pointe Advisors | 6.0k | $325k | 100% | Sep 2024 |
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RFG Advisory | 6.0k | $325k | 2% | Sep 2024 |
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Fairman Group | 6.0k | $320k | 1% | Sep 2024 |
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Cyndeo Wealth Partners | 5.8k | $313k | 0% | Sep 2024 |
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Chemistry Wealth Management | 5.8k | $312k | -10% | Sep 2024 |
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Huntington National Bank | 5.7k | $308k | 0% | Sep 2024 |
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Jane Street | 5.7k | $307k | -93% | Sep 2024 |
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Whittier Trust Co. of Nevada | 5.7k | $305k | 0% | Sep 2024 |
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Wedmont Private Capital | 5.6k | $302k | 0% | Sep 2024 |
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Seed Wealth Management | 5.5k | $293k | -3% | Sep 2024 |
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PFG Investments | 5.3k | $271k | 1% | Jun 2024 |
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Summit Trail Advisors | 5.1k | $276k | 100% | Sep 2024 |
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Hartland & Co | 2.7k | $145k | -53% | Sep 2024 |
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Atlantic Trust | 1.5k | $83k | -71% | Sep 2024 |
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Who sold out of WisdomTree Emerging Mkts Small Cp Div?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Relative Value Partners | Mar 2024 | 216k | $10M |
Renaissance Technologies | Jun 2024 | 24k | $1.2M |
Coastal Investment Advisors | Jun 2024 | 8.9k | $456k |
My Legacy Advisors | Jun 2024 | 8.8k | $452k |
True Wealth Design | Jun 2024 | 7.3k | $374k |
RPG Investment Advisory | Jun 2024 | 5.2k | $269k |