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 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-11.8K- 23.52% |
$558K - $592K
|
38.3K
$2.13M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-93.9K- 18.26% |
$4.45M - $4.72M
|
420K
$23.4M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-4.9K- 3.4% |
$232K - $246K
|
139K
$7.75M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
4.29K+ 3.31% |
$203K - $215K
|
134K
$7.45M
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
8+ 0.15% |
$379 - $402
|
5.21K
$290K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-5.89K- 3.04% |
$279K - $296K
|
188K
$10.5M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
50+ 384.62% |
$2.37K - $2.51K
|
63
$3.51K
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
SELL
|
- |
-88.9K- 11.01% |
$4.22M - $4.47M
|
719K
$40M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-250- 0.62% |
$11.9K - $12.6K
|
39.8K
$2.22M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.17K+ 6.46% |
$55.6K - $58.9K
|
19.3K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.27K- 8.22% |
$250K - $265K
|
58.9K
$3.28M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-58.1K- 92.51% |
$2.75M - $2.92M
|
4.7K
$262K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
47+ 114.63% |
$2.23K - $2.36K
|
88
$4.9K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-2.92K- 1.84% |
$139K - $147K
|
156K
$8.68M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3New |
$142 - $151
|
3
$167
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
3.85K+ 7.05% |
$182K - $193K
|
58.5K
$3.26M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.42K+ 1.8% |
$67.3K - $71.3K
|
80.3K
$4.47M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
399+ 18.21% |
$18.9K - $20K
|
2.59K
$144K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1+ 0.1% |
$47.4 - $50.2
|
1.02K
$56.7K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.75K- 12.48% |
$83K - $87.9K
|
12.3K
$684K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
119+ 1.36% |
$5.64K - $5.98K
|
8.86K
$494K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.07K- 3.06% |
$50.8K - $53.8K
|
33.9K
$1.89M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-36.1K- 13.63% |
$1.71M - $1.81M
|
228K
$12.7M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-953- 28.2% |
$45.2K - $47.9K
|
2.43K
$135K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2- 1.13% |
$94.8 - $100
|
175
$9.75K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.06K+ 7.03% |
$50.1K - $53.1K
|
16.1K
$897K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-155- 1.4% |
$7.35K - $7.79K
|
10.9K
$608K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.12K+ 5.33% |
$101K - $107K
|
41.9K
$2.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
1.97K+ 23.85% |
$93.2K - $98.8K
|
10.2K
$569K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.2K- 6.01% |
$576K - $611K
|
190K
$10.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1- 0.83% |
$47.4 - $50.2
|
120
$6.69K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.51K+ 1.4% |
$261K - $277K
|
399K
$22.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.07K+ 20.77% |
$50.6K - $53.6K
|
6.21K
$346K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.09K+ 2.34% |
$194K - $206K
|
179K
$9.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-303- 0.75% |
$14.4K - $15.2K
|
40K
$2.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
16.5KNew |
$784K - $831K
|
16.5K
$922K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-23- 0.15% |
$1.09K - $1.16K
|
15.2K
$846K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.5K- 1.94% |
$71.2K - $75.5K
|
75.9K
$4.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
15New |
$711 - $754
|
15
$836
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
665+ 3.26% |
$31.5K - $33.4K
|
21.1K
$1.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-104K- 95.61% |
$4.91M - $5.21M
|
4.76K
$265K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-118- 3.96% |
$5.59K - $5.93K
|
2.86K
$160K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.52K- 9.89% |
$119K - $127K
|
23K
$1.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-424- 19.71% |
$20.1K - $21.3K
|
1.73K
$96.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
74.9KNew |
$3.55M - $3.76M
|
74.9K
$4.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.11K- 9.34% |
$52.8K - $55.9K
|
10.8K
$602K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-697- 2.95% |
$33K - $35K
|
23K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-87- 1.12% |
$4.12K - $4.37K
|
7.7K
$429K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.9K+ 25.74% |
$801K - $849K
|
82.6K
$4.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-9.29K- 8.33% |
$440K - $467K
|
102K
$5.69M
|