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 |
---|---|---|---|---|---|
Creative Planning | 23M | $1.2B | -30% | Mar 2024 |
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Jane Street | 1.5M | $74M | 100% | Mar 2024 |
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Bank of America Corporation | 1.3M | $65M | -1% | Mar 2024 |
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Unison Advisors | 1.1M | $57M | 2% | Mar 2024 |
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HPM Partners | 779k | $40M | 1% | Mar 2024 |
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Morgan Stanley | 658k | $43M | -2% | Mar 2024 |
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HighTower Advisors | 563k | $29M | 7% | Mar 2024 |
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LPL Financial | 503k | $26M | 116% | Mar 2024 |
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National Bank Of Canada /fi/ | 397k | $20M | 0% | Dec 2023 |
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Wells Fargo & Company | 389k | $20M | -6% | Mar 2024 |
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Financial Planning & Information Services | 388k | $20M | -13% | Mar 2024 |
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Boston Financial Mangement | 370k | $19M | 0% | Mar 2024 |
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Northwestern Mutual Wealth Management Company | 309k | $16M | -10% | Mar 2024 |
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Envestnet Asset Management | 299k | $15M | 6% | Mar 2024 |
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Great Valley Advisor Group | 290k | $15M | -6% | Mar 2024 |
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Hengehold Capital Management | 286k | $15M | 0% | Mar 2024 |
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Victory Capital Management | 284k | $15M | 0% | Mar 2024 |
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Eastern Bank | 275k | $14M | -30% | Mar 2024 |
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BIP Wealth | 255k | $13M | 2% | Mar 2024 |
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McMahon Financial Advisors | 234k | $12M | 0% | Mar 2024 |
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Raymond James Financial Services Advisors | 224k | $11M | 12% | Mar 2024 |
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Relative Value Partners | 216k | $10M | 2% | Mar 2024 |
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EisnerAmper Wealth Management Corporate Benefits | 205k | $10M | -5% | Dec 2023 |
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UBS Group | 203k | $10M | 0% | Mar 2024 |
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Efficient Advisors | 203k | $10M | 1% | Mar 2024 |
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Csenge Advisory Group | 200k | $10M | -1% | Mar 2024 |
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Checchi Capital Advisers | 198k | $10M | -3% | Mar 2024 |
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Prosperity Consulting Group | 198k | $10M | 100% | Mar 2024 |
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Tortoise Investment Management | 189k | $9.6M | 13% | Mar 2024 |
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Neumann Capital Management | 171k | $8.7M | 3% | Mar 2024 |
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Fifth Third Bancorp | 166k | $8.5M | 10% | Mar 2024 |
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Park Avenue Securities | 159k | $8.1M | 8% | Mar 2024 |
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Susquehanna International | 156k | $7.9M | 1106% | Mar 2024 |
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Ameriprise Financial | 155k | $7.9M | -8% | Mar 2024 |
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Citadel Advisors | 150k | $7.6M | 1198% | Mar 2024 |
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Rockefeller Capital Management | 128k | $6.4M | 0% | Dec 2023 |
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Laurel Wealth Planning | 125k | $6.4M | 10% | Mar 2024 |
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Baker Ellis Asset Management | 120k | $6.1M | -2% | Mar 2024 |
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Portland Global Advisors | 115k | $5.9M | 13% | Mar 2024 |
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Shore Point Advisors | 114k | $5.8M | 3% | Mar 2024 |
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Steward Partners Investment Advisory | 107k | $5.5M | 2% | Mar 2024 |
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Qube Research & Technologies | 97k | $4.9M | 100% | Mar 2024 |
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O'Connor Financial Group | 93k | $4.7M | 33% | Mar 2024 |
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Great Point Wealth Advisors | 91k | $4.6M | -67% | Mar 2024 |
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Baird Financial | 80k | $4.0M | 3% | Dec 2023 |
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Smith, Moore & Co. | 77k | $3.9M | 2% | Mar 2024 |
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BKM Wealth Management | 76k | $3.9M | -99% | Mar 2024 |
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Cambridge Investment Research Advisors | 69k | $3.5M | -3% | Mar 2024 |
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Wealth Enhancement Advisory Services | 62k | $3.2M | -2% | Mar 2024 |
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Invenio Wealth Partners | 61k | $3.1M | 121% | Mar 2024 |
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Private Advisor | 58k | $2.9M | -7% | Mar 2024 |
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Sound Stewardship | 57k | $2.9M | -8% | Mar 2024 |
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Royal Bank of Canada | 51k | $2.6M | -7% | Mar 2024 |
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Yale Capital Corp. | 50k | $2.5M | 0% | Mar 2024 |
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Nicholas Hoffman & Company | 49k | $2.5M | 5% | Mar 2024 |
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Alpha Omega Wealth Management | 49k | $2.5M | 2% | Mar 2024 |
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Gail Mannix | 49k | $2.5M | 1% | Mar 2024 |
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AlphaQ Advisors | 47k | $2.4M | -9% | Mar 2024 |
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Atria Investments | 44k | $2.2M | 86% | Dec 2023 |
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WESCAP Management | 43k | $2.2M | 0% | Mar 2024 |
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Addison Advisors | 43k | $2.2M | 10% | Mar 2024 |
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Kestra Advisory Services | 40k | $2.0M | -4% | Dec 2023 |
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Global Retirement Partners | 39k | $2.0M | 10% | Mar 2024 |
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Sterling Financial Planning | 38k | $1.9M | 3% | Mar 2024 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 37k | $1.9M | 2% | Mar 2024 |
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Whittier Trust | 36k | $1.8M | 1% | Mar 2024 |
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Vista Investment Management | 33k | $1.7M | 0% | Mar 2024 |
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United Advisor Group | 31k | $1.6M | 100% | Mar 2024 |
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Ffg Retirement Advisors | 31k | $1.6M | 3% | Mar 2024 |
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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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Insight Advisors, LLC/ PA | 30k | $1.5M | 17% | Mar 2024 |
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Advisor Group Holdings | 30k | $1.5M | -1% | Mar 2024 |
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Johnson Investment Counsel | 29k | $1.5M | 0% | Mar 2024 |
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Raymond James & Associates | 27k | $1.4M | 15% | Mar 2024 |
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Marathon Strategic Advisors | 26k | $1.3M | 2% | Mar 2024 |
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Stifel Financial | 25k | $1.3M | -1% | Mar 2024 |
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Moser Wealth Advisors | 25k | $1.3M | 12% | Mar 2024 |
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ProVise Management Group | 25k | $1.3M | -2% | Mar 2024 |
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Janney Montgomery Scott | 24k | $1.2M | -21% | Mar 2024 |
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Occidental Asset Management | 24k | $1.2M | 3% | Mar 2024 |
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Commonwealth Equity Services | 22k | $1.1M | -12% | Mar 2024 |
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Evanson Asset Management | 22k | $1.1M | -4% | Mar 2024 |
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Betterment | 22k | $1.1M | 4% | Mar 2024 |
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Avaii Wealth Management | 21k | $1.1M | -6% | Mar 2024 |
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Smartleaf Asset Management | 20k | $1.0M | -8% | Mar 2024 |
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Waterfront Wealth | 19k | $979k | -14% | Mar 2024 |
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Trustmark National Bank - Trust Department | 19k | $966k | -31% | Mar 2024 |
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Kathleen S. Wright Associates | 18k | $935k | -8% | Mar 2024 |
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Jpmorgan Chase & Co | 18k | $933k | -33% | Mar 2024 |
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Buckingham Strategic Partners | 18k | $898k | -60% | Mar 2024 |
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Farmers & Merchants Trust Co of Chambersburg PA | 17k | $886k | -9% | Mar 2024 |
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CI Private Wealth | 17k | $846k | 7% | Mar 2024 |
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Covenant Asset Management | 16k | $828k | -1% | Mar 2024 |
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Hartland & Co | 16k | $807k | -14% | Dec 2023 |
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Choate Investment Advisors | 14k | $721k | 1% | Mar 2024 |
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Cornerstone Wealth Management | 14k | $709k | 0% | Mar 2024 |
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Modera Wealth Management | 14k | $684k | -4% | Mar 2024 |
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Bank Of Montreal | 13k | $656k | 370% | Mar 2024 |
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American Capital Advisory | 13k | $589k | -17% | Mar 2024 |
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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 | $625k | 0% | Mar 2024 |
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Boston Family Office | 12k | $589k | -52% | Mar 2024 |
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Deschutes Portfolio Strategy | 12k | $586k | 0% | Mar 2024 |
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Mariner Wealth Advisors | 11k | $576k | 1% | Mar 2024 |
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Watershed Private Wealth | 11k | $572k | -18% | Mar 2024 |
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Leavell Investment Management | 11k | $533k | 4% | Mar 2024 |
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United Capital Financial Advisers | 10k | $526k | 0% | Mar 2024 |
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Nbc Securities | 9.9k | $513k | 74% | Mar 2024 |
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Bank Of The Ozarks | 9.9k | $503k | 0% | Mar 2024 |
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Resources Investment Advisors | 9.7k | $492k | -8% | Mar 2024 |
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Davenport & Co | 9.6k | $488k | 1% | Mar 2024 |
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JFS Wealth Advisors | 9.0k | $460k | -2% | Mar 2024 |
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Putnam Fl Investment Management | 9.0k | $458k | 0% | Mar 2024 |
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Wiley Bros.-aintree Capital | 9.0k | $456k | 100% | Mar 2024 |
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Moran Wealth Management | 8.7k | $445k | 32% | Mar 2024 |
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Nwam | 8.6k | $447k | 2% | Mar 2024 |
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Colorado Capital Management | 7.8k | $395k | -3% | Mar 2024 |
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RPG Investment Advisory | 7.7k | $391k | -12% | Mar 2024 |
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Exchange Capital Management | 7.5k | $382k | 64% | Mar 2024 |
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True Wealth Design | 7.3k | $373k | 0% | Mar 2024 |
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Chemistry Wealth Management | 7.3k | $371k | -12% | Mar 2024 |
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Klr Investment Advisors | 7.3k | $363k | -13% | Mar 2024 |
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FF Advisors | 6.7k | $342k | -3% | Mar 2024 |
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Midland Wealth Advisors | 6.7k | $341k | -69% | Mar 2024 |
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Albion Financial Group | 6.6k | $335k | 0% | Mar 2024 |
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Fairman Group | 6.2k | $318k | 0% | Mar 2024 |
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Huntington National Bank | 6.2k | $314k | 0% | Mar 2024 |
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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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Princeton Global Asset Management | 6.0k | $305k | -23% | Mar 2024 |
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Cyndeo Wealth Partners | 5.8k | $295k | 0% | Mar 2024 |
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Whittier Trust Co. of Nevada | 5.7k | $289k | 0% | Mar 2024 |
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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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Thoroughbred Financial Services | 5.5k | $280k | -37% | Mar 2024 |
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RFG Advisory | 5.4k | $276k | 10% | Mar 2024 |
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PFG Investments | 5.2k | $264k | 0% | Mar 2024 |
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Berger Financial Group | 5.1k | $258k | 0% | Mar 2024 |
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Raymond James Trust | 5.0k | $257k | 0% | Mar 2024 |
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Trademark Financial Management | 5.0k | $253k | 100% | Mar 2024 |
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Tidemark | 4.9k | $250k | 0% | Mar 2024 |
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Hrt Financial | 4.8k | $245k | 100% | Mar 2024 |
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Claro Advisors | 4.7k | $238k | 1% | Mar 2024 |
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HB Wealth Management | 4.3k | $218k | 0% | Mar 2024 |
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Modern Wealth Management | 4.2k | $217k | 100% | Mar 2024 |
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H D Vest Advisory Services | 4.0k | $201k | -12% | Mar 2024 |
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Quadrant Capital | 2.7k | $137k | -56% | Mar 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 |
---|---|---|---|
Perigon Wealth Management | Dec 2023 | 24k | $1.2M |
Total Clarity Wealth Management | Dec 2023 | 20k | $1.0M |
Integrated Wealth Concepts | Sep 2023 | 12k | $538k |
CIBC World Markets | Sep 2023 | 8.5k | $391k |
Atria Wealth Solutions | Dec 2023 | 7.6k | $379k |
Mercer Global Advisors | Dec 2023 | 5.6k | $282k |
Maripau Wealth Management | Sep 2023 | 4.7k | $217k |
Arete Wealth Advisors | Dec 2023 | 4.7k | $233k |
Prime Capital Investment Advisors | Sep 2023 | 4.5k | $207k |
Ameritas Advisory Services | Sep 2023 | 4.5k | $206k |