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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-300- 11.62% |
$14.2K - $15.1K
|
2.28K
$127K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
17.3K+ 7.21% |
$818K - $867K
|
257K
$14.3M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
371KNew |
$17.6M - $18.6M
|
371K
$20.7M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.62K+ 4.19% |
$171K - $182K
|
89.9K
$5.01M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
42+ 0.44% |
$1.99K - $2.11K
|
9.68K
$539K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
4+ 6.56% |
$190 - $201
|
65
$3.62K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
37K+ 106.32% |
$1.75M - $1.86M
|
71.8K
$4M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.3K- 9.02% |
$441K - $467K
|
93.8K
$5.23M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-47- 28.66% |
$2.23K - $2.36K
|
117
$6.52K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-424- 54.78% |
$20.1K - $21.3K
|
350
$19.5K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
426New |
$20.2K - $21.4K
|
426
$23.7K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.04KNew |
$286K - $304K
|
6.04K
$337K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-450- 28.79% |
$21.3K - $22.6K
|
1.11K
$62K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.83K+ 2.56% |
$324K - $343K
|
273K
$15.2M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-930- 38.54% |
$44.1K - $46.7K
|
1.48K
$82.6K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
398+ 3.37% |
$18.9K - $20K
|
12.2K
$679K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.19K- 12.19% |
$56.2K - $59.5K
|
8.53K
$476K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-56.4K- 19.16% |
$2.67M - $2.83M
|
238K
$13.2M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
95+ 13.75% |
$4.5K - $4.77K
|
786
$43.8K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
459+ 1.08% |
$21.8K - $23.1K
|
42.9K
$2.39M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
7.91K+ 6.06% |
$375K - $397K
|
138K
$7.71M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.63K- 1.92% |
$172K - $182K
|
185K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-20- 0.55% |
$948 - $1K
|
3.65K
$203K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-23K- 10.26% |
$1.09M - $1.15M
|
201K
$11.2M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
8.87K+ 1.66% |
$421K - $446K
|
544K
$30.3M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.08K+ 9.6% |
$51.3K - $54.4K
|
12.4K
$689K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.07K- 6.05% |
$50.7K - $53.8K
|
16.6K
$925K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
575+ 1.14% |
$27.3K - $28.9K
|
51K
$2.84M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
285New |
$13.5K - $14.3K
|
285
$15.9K
|
|
|
May 12, 2025
Q1 2025
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
1.33K+ 1.88% |
$63.1K - $66.9K
|
72.3K
$4.03M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
35.9K+ 6.71% |
$1.7M - $1.81M
|
572K
$31.9M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-925- 1.87% |
$43.8K - $46.5K
|
48.7K
$2.71M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
535+ 66.88% |
$25.4K - $26.9K
|
1.34K
$74.4K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-567- 3.92% |
$26.9K - $28.5K
|
13.9K
$774K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-100- 4.27% |
$4.74K - $5.02K
|
2.24K
$125K
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-432- 0.88% |
$20.5K - $21.7K
|
48.9K
$2.73M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-44K- 91.23% |
$2.08M - $2.21M
|
4.22K
$235K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
157New |
$7.44K - $7.89K
|
157
$8.75K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.49K- 15.07% |
$70.6K - $74.9K
|
8.4K
$468K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-134- 15.16% |
$6.35K - $6.73K
|
750
$41.8K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
106New |
$5.02K - $5.33K
|
106
$5.91K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
535+ 4.19% |
$25.4K - $26.9K
|
13.3K
$742K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
21.5K+ 254.77% |
$1.02M - $1.08M
|
30K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.19K- 6.76% |
$104K - $110K
|
30.3K
$1.69M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.01K- 97.57% |
$143K - $151K
|
75
$4.18K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.29K- 8.32% |
$61K - $64.6K
|
14.2K
$789K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-245K- 87.78% |
$11.6M - $12.3M
|
34.1K
$1.9M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11K+ 4.48% |
$523K - $554K
|
257K
$14.3M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-39- 2.63% |
$1.85K - $1.96K
|
1.45K
$80.5K
|