Who owns WisdomTree Emerging Mkts Small Cp Div Fd?

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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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Top investors of WisdomTree Emerging Mkts Small Cp Div stock

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
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