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
Download as csv
Download as Excel
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 | 23M | $1.2B | -30% | Mar 2024 |
|
| Jane Street | 1.5M | $74M | 100% | Mar 2024 |
|
| Bank of America Corporation | 1.3M | $65M | -1% | Mar 2024 |
|
| Unison Advisors | 1.1M | $57M | 2% | Mar 2024 |
|
| HPM Partners | 779k | $40M | 1% | Mar 2024 |
|
| Morgan Stanley | 658k | $43M | -2% | Mar 2024 |
|
| HighTower Advisors | 563k | $29M | 7% | Mar 2024 |
|
| LPL Financial | 503k | $26M | 116% | Mar 2024 |
|
| National Bank Of Canada /fi/ | 397k | $20M | 0% | Dec 2023 |
|
| Wells Fargo & Company | 389k | $20M | -6% | Mar 2024 |
|
| Financial Planning & Information Services | 388k | $20M | -13% | Mar 2024 |
|
| Boston Financial Mangement | 370k | $19M | 0% | Mar 2024 |
|
| Northwestern Mutual Wealth Management Company | 309k | $16M | -10% | Mar 2024 |
|
| Envestnet Asset Management | 299k | $15M | 6% | Mar 2024 |
|
| Great Valley Advisor Group | 290k | $15M | -6% | Mar 2024 |
|
| Hengehold Capital Management | 286k | $15M | 0% | Mar 2024 |
|
| Victory Capital Management | 284k | $15M | 0% | Mar 2024 |
|
| Eastern Bank | 275k | $14M | -30% | Mar 2024 |
|
| BIP Wealth | 255k | $13M | 2% | Mar 2024 |
|
| McMahon Financial Advisors | 234k | $12M | 0% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 224k | $11M | 12% | Mar 2024 |
|
| Relative Value Partners | 216k | $10M | 2% | Mar 2024 |
|
| EisnerAmper Wealth Management Corporate Benefits | 205k | $10M | -5% | Dec 2023 |
|
| UBS Group | 203k | $10M | 0% | Mar 2024 |
|
| Efficient Advisors | 203k | $10M | 1% | Mar 2024 |
|
| Csenge Advisory Group | 200k | $10M | -1% | Mar 2024 |
|
| Checchi Capital Advisers | 198k | $10M | -3% | Mar 2024 |
|
| Prosperity Consulting Group | 198k | $10M | 100% | Mar 2024 |
|
| Tortoise Investment Management | 189k | $9.6M | 13% | Mar 2024 |
|
| Neumann Capital Management | 171k | $8.7M | 3% | Mar 2024 |
|
| Fifth Third Bancorp | 166k | $8.5M | 10% | Mar 2024 |
|
| Park Avenue Securities | 159k | $8.1M | 8% | Mar 2024 |
|
| Susquehanna International | 156k | $7.9M | 1106% | Mar 2024 |
|
| Ameriprise Financial | 155k | $7.9M | -8% | Mar 2024 |
|
| Citadel Advisors | 150k | $7.6M | 1198% | Mar 2024 |
|
| Rockefeller Capital Management | 128k | $6.4M | 0% | Dec 2023 |
|
| Laurel Wealth Planning | 125k | $6.4M | 10% | Mar 2024 |
|
| Baker Ellis Asset Management | 120k | $6.1M | -2% | Mar 2024 |
|
| Portland Global Advisors | 115k | $5.9M | 13% | Mar 2024 |
|
| Shore Point Advisors | 114k | $5.8M | 3% | Mar 2024 |
|
| Steward Partners Investment Advisory | 107k | $5.5M | 2% | Mar 2024 |
|
| Qube Research & Technologies | 97k | $4.9M | 100% | Mar 2024 |
|
| O'Connor Financial Group | 93k | $4.7M | 33% | Mar 2024 |
|
| Great Point Wealth Advisors | 91k | $4.6M | -67% | Mar 2024 |
|
| Baird Financial | 80k | $4.0M | 3% | Dec 2023 |
|
| Smith, Moore & Co. | 77k | $3.9M | 2% | Mar 2024 |
|
| BKM Wealth Management | 76k | $3.9M | -99% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 69k | $3.5M | -3% | Mar 2024 |
|
| Wealth Enhancement Advisory Services | 62k | $3.2M | -2% | Mar 2024 |
|
| Invenio Wealth Partners | 61k | $3.1M | 121% | Mar 2024 |
|
| Private Advisor | 58k | $2.9M | -7% | Mar 2024 |
|
| Sound Stewardship | 57k | $2.9M | -8% | Mar 2024 |
|
| Royal Bank of Canada | 51k | $2.6M | -7% | Mar 2024 |
|
| Yale Capital Corp. | 50k | $2.5M | 0% | Mar 2024 |
|
| Nicholas Hoffman & Company | 49k | $2.5M | 5% | Mar 2024 |
|
| Alpha Omega Wealth Management | 49k | $2.5M | 2% | Mar 2024 |
|
| Gail Mannix | 49k | $2.5M | 1% | Mar 2024 |
|
| AlphaQ Advisors | 47k | $2.4M | -9% | Mar 2024 |
|
| Atria Investments | 44k | $2.2M | 86% | Dec 2023 |
|
| WESCAP Management | 43k | $2.2M | 0% | Mar 2024 |
|
| Addison Advisors | 43k | $2.2M | 10% | Mar 2024 |
|
| Kestra Advisory Services | 40k | $2.0M | -4% | Dec 2023 |
|
| Global Retirement Partners | 39k | $2.0M | 10% | Mar 2024 |
|
| Sterling Financial Planning | 38k | $1.9M | 3% | Mar 2024 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 37k | $1.9M | 2% | Mar 2024 |
|
| Whittier Trust | 36k | $1.8M | 1% | Mar 2024 |
|
| Vista Investment Management | 33k | $1.7M | 0% | Mar 2024 |
|
| United Advisor Group | 31k | $1.6M | 100% | Mar 2024 |
|
| Ffg Retirement Advisors | 31k | $1.6M | 3% | Mar 2024 |
|
| Custom Index Systems | 31k | $1.5M | 100% | Dec 2023 |
|
| Family Wealth Partners | 31k | $1.5M | -7% | Mar 2024 |
|
| Stratos Wealth Partners | 30k | $1.5M | 1% | Mar 2024 |
|
| Insight Advisors, LLC/ PA | 30k | $1.5M | 17% | Mar 2024 |
|
| Advisor Group Holdings | 30k | $1.5M | -1% | Mar 2024 |
|
| Johnson Investment Counsel | 29k | $1.5M | 0% | Mar 2024 |
|
| Raymond James & Associates | 27k | $1.4M | 15% | Mar 2024 |
|
| Marathon Strategic Advisors | 26k | $1.3M | 2% | Mar 2024 |
|
| Stifel Financial | 25k | $1.3M | -1% | Mar 2024 |
|
| Moser Wealth Advisors | 25k | $1.3M | 12% | Mar 2024 |
|
| ProVise Management Group | 25k | $1.3M | -2% | Mar 2024 |
|
| Janney Montgomery Scott | 24k | $1.2M | -21% | Mar 2024 |
|
| Occidental Asset Management | 24k | $1.2M | 3% | Mar 2024 |
|
| Commonwealth Equity Services | 22k | $1.1M | -12% | Mar 2024 |
|
| Evanson Asset Management | 22k | $1.1M | -4% | Mar 2024 |
|
| Betterment | 22k | $1.1M | 4% | Mar 2024 |
|
| Avaii Wealth Management | 21k | $1.1M | -6% | Mar 2024 |
|
| Smartleaf Asset Management | 20k | $1.0M | -8% | Mar 2024 |
|
| Waterfront Wealth | 19k | $979k | -14% | Mar 2024 |
|
| Trustmark National Bank - Trust Department | 19k | $966k | -31% | Mar 2024 |
|
| Kathleen S. Wright Associates | 18k | $935k | -8% | Mar 2024 |
|
| Jpmorgan Chase & Co | 18k | $933k | -33% | Mar 2024 |
|
| Buckingham Strategic Partners | 18k | $898k | -60% | Mar 2024 |
|
| Farmers & Merchants Trust Co of Chambersburg PA | 17k | $886k | -9% | Mar 2024 |
|
| CI Private Wealth | 17k | $846k | 7% | Mar 2024 |
|
| Covenant Asset Management | 16k | $828k | -1% | Mar 2024 |
|
| Hartland & Co | 16k | $807k | -14% | Dec 2023 |
|
| Choate Investment Advisors | 14k | $721k | 1% | Mar 2024 |
|
| Cornerstone Wealth Management | 14k | $709k | 0% | Mar 2024 |
|
| Modera Wealth Management | 14k | $684k | -4% | Mar 2024 |
|
| Bank Of Montreal | 13k | $656k | 370% | Mar 2024 |
|
| American Capital Advisory | 13k | $589k | -17% | Mar 2024 |
|
| My Legacy Advisors | 13k | $620k | -3% | Dec 2023 |
|
| Columbus Macro | 13k | $642k | 0% | Mar 2024 |
|
| Sovereign Financial Group | 12k | $628k | -2% | Mar 2024 |
|
| Massey, Quick & Co | 12k | $625k | 0% | Mar 2024 |
|
| Boston Family Office | 12k | $589k | -52% | Mar 2024 |
|
| Deschutes Portfolio Strategy | 12k | $586k | 0% | Mar 2024 |
|
| Mariner Wealth Advisors | 11k | $576k | 1% | Mar 2024 |
|
| Watershed Private Wealth | 11k | $572k | -18% | Mar 2024 |
|
| Leavell Investment Management | 11k | $533k | 4% | Mar 2024 |
|
| United Capital Financial Advisers | 10k | $526k | 0% | Mar 2024 |
|
| Nbc Securities | 9.9k | $513k | 74% | Mar 2024 |
|
| Bank Of The Ozarks | 9.9k | $503k | 0% | Mar 2024 |
|
| Resources Investment Advisors | 9.7k | $492k | -8% | Mar 2024 |
|
| Davenport & Co | 9.6k | $488k | 1% | Mar 2024 |
|
| JFS Wealth Advisors | 9.0k | $460k | -2% | Mar 2024 |
|
| Putnam Fl Investment Management | 9.0k | $458k | 0% | Mar 2024 |
|
| Wiley Bros.-aintree Capital | 9.0k | $456k | 100% | Mar 2024 |
|
| Moran Wealth Management | 8.7k | $445k | 32% | Mar 2024 |
|
| Nwam | 8.6k | $447k | 2% | Mar 2024 |
|
| Colorado Capital Management | 7.8k | $395k | -3% | Mar 2024 |
|
| RPG Investment Advisory | 7.7k | $391k | -12% | Mar 2024 |
|
| Exchange Capital Management | 7.5k | $382k | 64% | Mar 2024 |
|
| True Wealth Design | 7.3k | $373k | 0% | Mar 2024 |
|
| Chemistry Wealth Management | 7.3k | $371k | -12% | Mar 2024 |
|
| Klr Investment Advisors | 7.3k | $363k | -13% | Mar 2024 |
|
| FF Advisors | 6.7k | $342k | -3% | Mar 2024 |
|
| Midland Wealth Advisors | 6.7k | $341k | -69% | Mar 2024 |
|
| Albion Financial Group | 6.6k | $335k | 0% | Mar 2024 |
|
| Fairman Group | 6.2k | $318k | 0% | Mar 2024 |
|
| Huntington National Bank | 6.2k | $314k | 0% | Mar 2024 |
|
| Meridian Financial Partners | 6.1k | $302k | 4% | Mar 2024 |
|
| Beacon Pointe Advisors | 6.0k | $300k | -3% | Dec 2023 |
|
| Princeton Global Asset Management | 6.0k | $305k | -23% | Mar 2024 |
|
| Cyndeo Wealth Partners | 5.8k | $295k | 0% | Mar 2024 |
|
| Whittier Trust Co. of Nevada | 5.7k | $289k | 0% | Mar 2024 |
|
| Wedmont Private Capital | 5.6k | $293k | 0% | Mar 2024 |
|
| Seed Wealth Management | 5.6k | $285k | 0% | Mar 2024 |
|
| CoreCap Advisors | 5.5k | $276k | -2% | Dec 2023 |
|
| Thoroughbred Financial Services | 5.5k | $280k | -37% | Mar 2024 |
|
| RFG Advisory | 5.4k | $276k | 10% | Mar 2024 |
|
| PFG Investments | 5.2k | $264k | 0% | Mar 2024 |
|
| Berger Financial Group | 5.1k | $258k | 0% | Mar 2024 |
|
| Raymond James Trust | 5.0k | $257k | 0% | Mar 2024 |
|
| Trademark Financial Management | 5.0k | $253k | 100% | Mar 2024 |
|
| Tidemark | 4.9k | $250k | 0% | Mar 2024 |
|
| Hrt Financial | 4.8k | $245k | 100% | Mar 2024 |
|
| Claro Advisors | 4.7k | $238k | 1% | Mar 2024 |
|
| HB Wealth Management | 4.3k | $218k | 0% | Mar 2024 |
|
| Modern Wealth Management | 4.2k | $217k | 100% | Mar 2024 |
|
| H D Vest Advisory Services | 4.0k | $201k | -12% | Mar 2024 |
|
| Quadrant Capital | 2.7k | $137k | -56% | Mar 2024 |
|
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 |