Who owns WisdomTree Emerging Mkts Small Cp Div Fd?
- Ticker: DGS
- CUSIP Number: 97717W281
Tip: Access positions for across all investors
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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| Bank of America Corporation | 1.3M | $64M | -4% | Dec 2023 |
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| Unison Advisors | 1.1M | $57M | 2% | Mar 2024 |
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| HPM Partners | 773k | $39M | 1% | Dec 2023 |
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| HighTower Advisors | 526k | $26M | 5% | Dec 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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| Great Valley Advisor Group | 309k | $15M | 3% | Dec 2023 |
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| Hengehold Capital Management | 286k | $15M | 0% | Mar 2024 |
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| Victory Capital Management | 284k | $14M | 0% | Dec 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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| 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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| 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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| 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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| Park Avenue Securities | 159k | $8.1M | 8% | Mar 2024 |
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| Fifth Third Bancorp | 152k | $7.6M | -11% | Dec 2023 |
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| Rockefeller Capital Management | 128k | $6.4M | 0% | Dec 2023 |
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| Baker Ellis Asset Management | 120k | $6.1M | -2% | Mar 2024 |
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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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| O'Connor Financial Group | 93k | $4.7M | 33% | Mar 2024 |
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| Baird Financial | 80k | $4.0M | 3% | Dec 2023 |
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| BKM Wealth Management | 76k | $3.9M | -99% | Mar 2024 |
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| Cambridge Investment Research Advisors | 71k | $3.5M | 9% | Dec 2023 |
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| Private Advisor | 62k | $3.1M | 3% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 62k | $3.2M | -2% | Mar 2024 |
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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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| Alpha Omega Wealth Management | 49k | $2.5M | 2% | Mar 2024 |
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| Gail Mannix | 48k | $2.4M | -9% | 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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| Sterling Financial Planning | 37k | $1.8M | 1% | Dec 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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| Family Wealth Partners | 31k | $1.5M | -7% | Mar 2024 |
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| Stratos Wealth Partners | 30k | $1.5M | 1% | Mar 2024 |
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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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| 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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| 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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| Occidental Asset Management | 24k | $1.2M | 3% | Mar 2024 |
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| Raymond James & Associates | 23k | $1.2M | 4% | 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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| 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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| Evanson Asset Management | 22k | $1.1M | -4% | Mar 2024 |
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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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| Farmers & Merchants Trust Co of Chambersburg PA | 19k | $952k | 65% | Dec 2023 |
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| Kathleen S. Wright Associates | 18k | $935k | -8% | Mar 2024 |
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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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| CI Private Wealth | 16k | $775k | 9% | Dec 2023 |
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| American Capital Advisory | 16k | $772k | 100% | Dec 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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| My Legacy Advisors | 13k | $620k | -3% | Dec 2023 |
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| Columbus Macro | 13k | $642k | 0% | Mar 2024 |
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| Sovereign Financial Group | 12k | $628k | -2% | Mar 2024 |
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| Massey, Quick & Co | 12k | $613k | 0% | Dec 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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| 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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| Nbc Securities | 9.9k | $513k | 74% | Mar 2024 |
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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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| Wiley Bros.-aintree Capital | 9.0k | $456k | 100% | Mar 2024 |
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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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| Nwam | 8.4k | $419k | -16% | Dec 2023 |
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| Klr Investment Advisors | 8.3k | $416k | 5% | Dec 2023 |
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| Princeton Global Asset Management | 7.8k | $389k | -3% | Dec 2023 |
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| Colorado Capital Management | 7.8k | $395k | -3% | Mar 2024 |
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| Atria Wealth Solutions | 7.6k | $379k | 100% | Dec 2023 |
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| Exchange Capital Management | 7.5k | $382k | 64% | Mar 2024 |
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| True Wealth Design | 7.4k | $367k | 0% | Dec 2023 |
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| Chemistry Wealth Management | 7.3k | $371k | -12% | Mar 2024 |
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| FF Advisors | 6.7k | $342k | -3% | Mar 2024 |
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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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| Fairman Group | 6.2k | $312k | 100% | 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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| Meridian Financial Partners | 6.1k | $302k | 4% | Mar 2024 |
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| Beacon Pointe Advisors | 6.0k | $300k | -3% | Dec 2023 |
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| Cyndeo Wealth Partners | 5.8k | $295k | 0% | Mar 2024 |
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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 | $293k | 0% | Mar 2024 |
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| Seed Wealth Management | 5.6k | $285k | 0% | Mar 2024 |
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| CoreCap Advisors | 5.5k | $276k | -2% | Dec 2023 |
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| RFG Advisory | 5.4k | $276k | 10% | Mar 2024 |
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| PFG Investments | 5.2k | $260k | 6% | Dec 2023 |
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| Berger Financial Group | 5.1k | $258k | 0% | Mar 2024 |
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| Raymond James Trust | 5.0k | $252k | 0% | Dec 2023 |
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| Tidemark | 4.9k | $245k | 100% | Dec 2023 |
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| Claro Advisors | 4.7k | $238k | 1% | Mar 2024 |
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| Arete Wealth Advisors | 4.7k | $233k | 100% | 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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| Rockbridge Investment Management, LCC | 3.6k | $181k | 100% | Dec 2023 |
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| Aspect Partners | 3.4k | $168k | 100% | Dec 2023 |
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| Farther Finance Advisors | 3.3k | $167k | 12% | Dec 2023 |
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| GHP Investment Advisors | 3.2k | $160k | 0% | Dec 2023 |
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| Us Bancorp | 3.2k | $159k | -12% | Dec 2023 |
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| Spire Wealth Management | 3.2k | $151k | 0% | Dec 2023 |
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| Bank Of Montreal | 2.7k | $137k | 20% | Dec 2023 |
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| William Blair $ Company | 2.3k | $117k | 0% | Dec 2023 |
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| IFP Advisors | 2.1k | $107k | 32% | Dec 2023 |
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| Hanson & Doremus Investment Management | 2.1k | $104k | 0% | Dec 2023 |
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| Creative Financial Designs | 1.7k | $84k | 1% | Dec 2023 |
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| O'shaughnessy Asset Management | 1.5k | $77k | 0% | Dec 2023 |
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| Legacy Bridge | 1.5k | $75k | 0% | Dec 2023 |
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| Team Financial Group | 1.3k | $66k | -2% | Dec 2023 |
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| Harbour Investments | 1.3k | $63k | 121% | Dec 2023 |
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| Resurgent Financial Advisors | 1.1k | $53k | 1% | Dec 2023 |
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| A. Montag and Associates | 1.0k | $51k | 1% | 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 |
| Vontobel Holding | Sep 2023 | 6.1k | $283k |
| Kavar Capital Partners Group | Sep 2023 | 5.8k | $267k |
| Maripau Wealth Management | Sep 2023 | 4.7k | $217k |
| Prime Capital Investment Advisors | Sep 2023 | 4.5k | $207k |
| Ameritas Advisory Services | Sep 2023 | 4.5k | $206k |
| Nelson, Van Denburg & Campbell Wealth Management | Sep 2023 | 4.2k | $194k |