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 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
153New |
$7.48K - $8.19K
|
153
$8.53K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
6+ 0.62% |
$293 - $321
|
974
$54.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
15.5KNew |
$759K - $832K
|
15.5K
$866K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-175- 0.63% |
$8.55K - $9.37K
|
27.7K
$1.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
313New |
$15.3K - $16.8K
|
313
$17.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
310New |
$15.1K - $16.6K
|
310
$17.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-699- 79.52% |
$34.2K - $37.4K
|
180
$10K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-431- 48.05% |
$21.1K - $23.1K
|
466
$26K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.96K+ 0.81% |
$145K - $158K
|
367K
$20.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.74K+ 4.79% |
$85.1K - $93.2K
|
38.1K
$2.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
545+ 1.37% |
$26.6K - $29.2K
|
40.3K
$2.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.6K- 18.2% |
$77.9K - $85.4K
|
7.17K
$400K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.68K- 27.81% |
$180K - $197K
|
9.56K
$533K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-12- 5.31% |
$586 - $642
|
214
$11.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
64New |
$3.13K - $3.43K
|
64
$3.57K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
838New |
$41K - $44.9K
|
838
$46.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-151- 1.48% |
$7.38K - $8.08K
|
10.1K
$560K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
20New |
$977 - $1.07K
|
20
$1.11K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-1.65K- 4.31% |
$80.8K - $88.5K
|
36.7K
$2.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-14- 10.53% |
$684 - $749
|
119
$6.63K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-313- 5.18% |
$15.3K - $16.8K
|
5.73K
$319K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.36K+ 20.5% |
$115K - $126K
|
13.9K
$774K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-261- 5.84% |
$12.8K - $14K
|
4.21K
$234K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-507- 8.74% |
$24.8K - $27.1K
|
5.3K
$295K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-1.54K- 22.92% |
$75.3K - $82.4K
|
5.18K
$289K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-106- 1.74% |
$5.18K - $5.67K
|
5.99K
$334K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
196New |
$9.58K - $10.5K
|
196
$10.9K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-13- 48.15% |
$630 - $707
|
14
$780
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
17.1KNew |
$829K - $930K
|
17.1K
$953K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
423New |
$20.5K - $23K
|
423
$23.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.76KNew |
$182K - $204K
|
3.76K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
16New |
$775 - $870
|
16
$892
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-50- 0.35% |
$2.42K - $2.72K
|
14.1K
$786K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.73K- 70.73% |
$181K - $203K
|
1.55K
$86.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.77KNew |
$425K - $477K
|
8.77K
$489K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-300- 1.91% |
$14.5K - $16.3K
|
15.4K
$860K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-12.3K- 3.28% |
$597K - $669K
|
363K
$20.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.43% |
$48.5 - $54.4
|
71
$3.96K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
97+ 18.27% |
$4.7K - $5.27K
|
628
$35K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-7- 16.28% |
$339 - $381
|
36
$2.01K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-156- 3.95% |
$7.56K - $8.48K
|
3.8K
$212K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
7.34KNew |
$356K - $399K
|
7.34K
$409K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-306- 10.25% |
$14.8K - $16.6K
|
2.68K
$149K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.1K+ 5270.0% |
$536K - $602K
|
11.3K
$628K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3New |
$145 - $163
|
3
$167
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.23K+ 4.45% |
$59.7K - $66.9K
|
28.9K
$1.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.21K+ 2.89% |
$301K - $338K
|
221K
$12.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
6.71KNew |
$325K - $365K
|
6.71K
$374K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
25+ 0.58% |
$1.21K - $1.36K
|
4.33K
$241K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
763New |
$37.8K - $40.5K
|
763
$42.5K
|
|