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 |
---|---|---|---|---|---|---|---|
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
$229K
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9+ 0.17% |
$427 - $452
|
5.35K
$301K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-144K- 79.46% |
$6.82M - $7.23M
|
37.2K
$2.09M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
973+ 1.17% |
$46.1K - $48.9K
|
84.1K
$4.73M
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
40K+ 27.16% |
$1.9M - $2.01M
|
187K
$10.5M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43.1K- 8.09% |
$2.04M - $2.16M
|
489K
$27.5M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-104K- 8.65% |
$4.92M - $5.21M
|
1.1M
$61.6M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-101- 66.01% |
$4.79K - $5.07K
|
52
$2.93K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.38KNew |
$255K - $270K
|
5.38K
$303K
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
6.51K+ 1.67% |
$309K - $327K
|
395K
$22.2M
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
19New |
$901 - $955
|
19
$1.07K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.81K- 37.93% |
$180K - $191K
|
6.23K
$351K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-611- 7.7% |
$29K - $30.7K
|
7.32K
$412K
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.47KNew |
$259K - $275K
|
5.47K
$308K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.59K- 52.85% |
$360K - $381K
|
6.77K
$381K
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
29.7KNew |
$1.41M - $1.49M
|
29.7K
$1.67M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.89M- 21.13% |
$89.4M - $94.7M
|
7.04M
$396M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
200New |
$9.48K - $10K
|
200
$11.3K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.5K+ 448.44% |
$1.25M - $1.33M
|
32.4K
$1.82M
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.09K+ 5.1% |
$98.8K - $105K
|
43K
$2.42M
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-511- 1.34% |
$24.2K - $25.7K
|
37.7K
$2.12M
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
155+ 1.17% |
$7.35K - $7.79K
|
13.4K
$752K
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-26- 0.27% |
$1.23K - $1.31K
|
9.7K
$545K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
114K+ 1380.07% |
$5.42M - $5.75M
|
123K
$6.9M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-110K- 34.44% |
$5.22M - $5.53M
|
210K
$11.8M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.65K+ 2.76% |
$173K - $183K
|
136K
$7.64M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-13.3K- 68.35% |
$630K - $668K
|
6.16K
$346K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-243K- 66.62% |
$11.5M - $12.2M
|
122K
$6.86M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
28.9K+ 4.44% |
$1.37M - $1.45M
|
681K
$38.3M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-924- 2.61% |
$43.8K - $46.4K
|
34.5K
$1.94M
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-625- 10.9% |
$29.6K - $31.4K
|
5.11K
$288K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-300- 11.62% |
$14.2K - $15.1K
|
2.28K
$128K
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
17.3K+ 7.21% |
$818K - $867K
|
257K
$14.4M
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-21.3K- 99.02% |
$1.01M - $1.07M
|
212
$11.9K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
371KNew |
$17.6M - $18.6M
|
371K
$20.9M
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.62K+ 4.19% |
$171K - $182K
|
89.9K
$5.06M
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
42+ 0.44% |
$1.99K - $2.11K
|
9.68K
$544K
|
|
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
$3.66K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
37K+ 106.32% |
$1.75M - $1.86M
|
71.8K
$4.04M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-47- 28.66% |
$2.23K - $2.36K
|
117
$6.58K
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-424- 54.78% |
$20.1K - $21.3K
|
350
$19.7K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
426New |
$20.2K - $21.4K
|
426
$24K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-56.4K- 19.16% |
$2.67M - $2.83M
|
238K
$13.4M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.04KNew |
$286K - $304K
|
6.04K
$340K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-450- 28.79% |
$21.3K - $22.6K
|
1.11K
$62.6K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-930- 38.54% |
$44.1K - $46.7K
|
1.48K
$83.4K
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.83K+ 2.56% |
$324K - $343K
|
273K
$15.4M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.3K- 9.02% |
$441K - $467K
|
93.8K
$5.28M
|