Latest Institutional Transactions on Wisdomtree Emerging Markets Sm (DGS)
This table provides information on the latest institutional transactions involving Wisdomtree Emerging Markets Sm (DGS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.45K+ 20.61% |
$458K - $514K
|
55.3K
$2.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-7- 16.28% |
$339 - $381
|
36
$1.85K
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
51.1KNew |
$2.47M - $2.78M
|
51.1K
$2.62M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
710+ 6.86% |
$34.4K - $38.6K
|
11.1K
$567K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.33K+ 49.29% |
$210K - $235K
|
13.1K
$672K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
58New |
$2.81K - $3.15K
|
58
$2.97K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
7.34KNew |
$356K - $399K
|
7.34K
$376K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
739+ 1.89% |
$35.8K - $40.2K
|
39.9K
$2.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-156- 3.95% |
$7.56K - $8.48K
|
3.8K
$195K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.02K- 4.78% |
$49.5K - $55.6K
|
20.3K
$1.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.46K- 7.24% |
$119K - $134K
|
31.5K
$1.62M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
918+ 5.94% |
$44.5K - $49.9K
|
16.4K
$840K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.94K+ 19.03% |
$336K - $377K
|
43.4K
$2.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12+ 0.27% |
$582 - $652
|
4.47K
$229K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.98K+ 34.45% |
$387K - $434K
|
31.1K
$1.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-2.35K- 12.42% |
$114K - $128K
|
16.6K
$851K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.43K- 47.64% |
$118K - $132K
|
2.67K
$137K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-629- 0.93% |
$30.5K - $34.2K
|
66.7K
$3.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-306- 10.25% |
$14.8K - $16.6K
|
2.68K
$137K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
59+ 2.98% |
$2.86K - $3.21K
|
2.04K
$105K
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-7.19K- 5.57% |
$349K - $391K
|
122K
$6.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
150+ 197.37% |
$7.27K - $8.16K
|
226
$11.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
75+ 2.26% |
$3.63K - $4.08K
|
3.39K
$174K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
11+ 1.15% |
$533 - $598
|
968
$49.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
720+ 1.39% |
$34.9K - $39.1K
|
52.5K
$2.69M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
125+ 1.51% |
$6.06K - $6.8K
|
8.43K
$432K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-423- 0.87% |
$20.5K - $23K
|
48.1K
$2.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.71K+ 67.49% |
$131K - $147K
|
6.72K
$344K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-135- 1.31% |
$6.54K - $7.34K
|
10.2K
$523K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
6+ 0.05% |
$291 - $326
|
13.3K
$681K
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-1.39K- 4.32% |
$67.3K - $75.5K
|
30.8K
$1.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-10.2K- 21.05% |
$495K - $555K
|
38.3K
$1.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-7.66K- 2.06% |
$371K - $416K
|
364K
$18.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
4.39K+ 3.62% |
$213K - $239K
|
126K
$6.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
58+ 1.1% |
$2.81K - $3.15K
|
5.32K
$273K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.32K- 3.97% |
$113K - $126K
|
56.1K
$2.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
9+ 0.01% |
$436 - $489
|
77.9K
$3.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
88+ 0.29% |
$4.26K - $4.78K
|
30.4K
$1.56M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-23.3K- 39.13% |
$1.13M - $1.27M
|
36.3K
$1.86M
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
62+ 1.05% |
$3K - $3.37K
|
5.95K
$305K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.1K+ 5270.0% |
$536K - $602K
|
11.3K
$578K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3.93K- 1.67% |
$190K - $214K
|
231K
$11.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.81K+ 0.66% |
$87.8K - $98.5K
|
278K
$14.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 0.22% |
$96.9 - $109
|
897
$46K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-905- 4.68% |
$43.9K - $49.2K
|
18.4K
$946K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3New |
$145 - $163
|
3
$154
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.23K+ 4.45% |
$59.7K - $66.9K
|
28.9K
$1.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.21K+ 2.89% |
$301K - $338K
|
221K
$11.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-3.56K- 20.72% |
$172K - $194K
|
13.6K
$698K
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-497- 0.59% |
$24.1K - $27K
|
84.3K
$4.32M
|