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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.44K+ 13.45% |
$364K - $398K
|
62.8K
$3.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-17- 29.31% |
$831 - $910
|
41
$2.01K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
313New |
$15.3K - $16.8K
|
313
$15.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
310New |
$15.1K - $16.6K
|
310
$15.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.35K+ 1.33% |
$66.1K - $72.4K
|
103K
$5.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
224KNew |
$10.9M - $12M
|
224K
$11M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-496- 3.74% |
$24.2K - $26.6K
|
12.8K
$625K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
26+ 0.27% |
$1.27K - $1.39K
|
9.72K
$476K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-699- 79.52% |
$34.2K - $37.4K
|
180
$8.81K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
616+ 2.94% |
$30.1K - $33K
|
21.5K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.39K+ 160.05% |
$117K - $128K
|
3.88K
$190K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3.38KNew |
$165K - $181K
|
3.38K
$165K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
669+ 43.96% |
$32.7K - $35.8K
|
2.19K
$107K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
1K+ 2.02% |
$48.9K - $53.5K
|
50.5K
$2.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.94K+ 14.76% |
$94.6K - $104K
|
15K
$737K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-36- 0.41% |
$1.76K - $1.93K
|
8.74K
$428K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-54.3K- 23.72% |
$2.65M - $2.91M
|
175K
$8.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-431- 48.05% |
$21.1K - $23.1K
|
466
$22.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-13.6K- 11.11% |
$662K - $725K
|
108K
$5.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.96K+ 0.81% |
$145K - $158K
|
367K
$17.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
81+ 0.4% |
$3.96K - $4.34K
|
20.4K
$1M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
14.9KNew |
$727K - $796K
|
14.9K
$728K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-5.16K- 9.82% |
$252K - $276K
|
47.3K
$2.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.68K- 27.81% |
$180K - $197K
|
9.56K
$468K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.6K- 18.2% |
$77.9K - $85.4K
|
7.17K
$351K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
967+ 1.24% |
$47.3K - $51.8K
|
78.8K
$3.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
545+ 1.37% |
$26.6K - $29.2K
|
40.3K
$1.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.74K+ 4.79% |
$85.1K - $93.2K
|
38.1K
$1.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
395+ 0.99% |
$19.3K - $21.1K
|
40.3K
$1.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4+ 0.4% |
$195 - $214
|
1.02K
$49.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-12- 5.31% |
$586 - $642
|
214
$10.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-8.18K- 4.9% |
$400K - $438K
|
159K
$7.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
28.5K+ 24.01% |
$1.39M - $1.53M
|
147K
$7.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-645- 7.65% |
$31.5K - $34.5K
|
7.79K
$381K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
386+ 2.83% |
$18.9K - $20.7K
|
14K
$685K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
3.55K+ 6.96% |
$174K - $190K
|
54.6K
$2.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-749- 12.58% |
$36.6K - $40.1K
|
5.2K
$255K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
64New |
$3.13K - $3.43K
|
64
$3.13K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
838New |
$41K - $44.9K
|
838
$41K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.18K- 7.2% |
$57.6K - $63.1K
|
15.2K
$744K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 6.2% |
$76.4K - $83.7K
|
23.7K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
25.7K+ 11.14% |
$1.26M - $1.38M
|
257K
$12.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.37K+ 9.02% |
$165K - $180K
|
40.7K
$1.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.68K+ 7.23% |
$131K - $144K
|
39.8K
$1.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-151- 1.48% |
$7.38K - $8.08K
|
10.1K
$492K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
6+ 0.2% |
$293 - $321
|
2.98K
$146K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-6.89K- 8.17% |
$336K - $369K
|
77.4K
$3.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.28K- 47.9% |
$62.6K - $68.5K
|
1.39K
$68.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
20New |
$977 - $1.07K
|
20
$979
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
2.19K+ 17.63% |
$107K - $117K
|
14.6K
$716K
|