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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
17.9K+ 8.31% |
$775K - $987K
|
233K
$13M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
2.57K+ 8.08% |
$111K - $142K
|
34.3K
$1.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-115- 0.33% |
$4.98K - $6.35K
|
34.3K
$1.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-150- 2.75% |
$6.5K - $8.29K
|
5.3K
$295K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
16.8KNew |
$727K - $926K
|
16.8K
$934K
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-241K- 88.17% |
$10.4M - $13.3M
|
32.3K
$1.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-679- 1.59% |
$29.4K - $37.5K
|
42K
$2.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
660+ 1.68% |
$28.6K - $36.5K
|
39.8K
$2.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
539+ 11.34% |
$23.4K - $29.8K
|
5.29K
$295K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1+ 0.01% |
$43.3 - $55.2
|
7.24K
$403K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.19K- 3.93% |
$94.9K - $121K
|
53.5K
$2.98M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
4.25K+ 27.69% |
$184K - $235K
|
19.6K
$1.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
1.47K+ 1.93% |
$63.5K - $80.9K
|
77.5K
$4.32M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-292- 5.44% |
$12.7K - $16.1K
|
5.08K
$283K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3.78K+ 3.01% |
$164K - $209K
|
129K
$7.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-75- 18.29% |
$3.25K - $4.14K
|
335
$18.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
4.7K+ 111.26% |
$204K - $260K
|
8.93K
$498K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
5.83K+ 5.27% |
$253K - $322K
|
117K
$6.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
43New |
$1.86K - $2.38K
|
43
$2.4K
|
|
| Q1 2025 | |||||||
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-5.16KClosed |
$245K - $259K
|
0
$0
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-214K- 98.13% |
$10.1M - $10.8M
|
4.08K
$227K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9+ 0.17% |
$427 - $452
|
5.35K
$298K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
6.51K+ 1.67% |
$309K - $327K
|
395K
$22M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-144K- 79.46% |
$6.82M - $7.23M
|
37.2K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
973+ 1.17% |
$46.1K - $48.9K
|
84.1K
$4.69M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43.1K- 8.09% |
$2.04M - $2.16M
|
489K
$27.3M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-104K- 8.65% |
$4.92M - $5.21M
|
1.1M
$61M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-101- 66.01% |
$4.79K - $5.07K
|
52
$2.9K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.38KNew |
$255K - $270K
|
5.38K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
29.7KNew |
$1.41M - $1.49M
|
29.7K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.81K- 37.93% |
$180K - $191K
|
6.23K
$347K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
19New |
$901 - $955
|
19
$1.06K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-611- 7.7% |
$29K - $30.7K
|
7.32K
$408K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
200New |
$9.48K - $10K
|
200
$11.1K
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
40K+ 27.16% |
$1.9M - $2.01M
|
187K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.89M- 21.13% |
$89.4M - $94.7M
|
7.04M
$392M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.5K+ 448.44% |
$1.25M - $1.33M
|
32.4K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.09K+ 5.1% |
$98.8K - $105K
|
43K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-511- 1.34% |
$24.2K - $25.7K
|
37.7K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.59K- 52.85% |
$360K - $381K
|
6.77K
$377K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
155+ 1.17% |
$7.35K - $7.79K
|
13.4K
$744K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-26- 0.27% |
$1.23K - $1.31K
|
9.7K
$540K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.47KNew |
$259K - $275K
|
5.47K
$305K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.65K+ 2.76% |
$173K - $183K
|
136K
$7.57M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-110K- 34.44% |
$5.22M - $5.53M
|
210K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
114K+ 1380.07% |
$5.42M - $5.75M
|
123K
$6.84M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-13.3K- 68.35% |
$630K - $668K
|
6.16K
$343K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-243K- 66.62% |
$11.5M - $12.2M
|
122K
$6.79M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
28.9K+ 4.44% |
$1.37M - $1.45M
|
681K
$37.9M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-625- 10.9% |
$29.6K - $31.4K
|
5.11K
$285K
|
|