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 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.81KClosed |
$80.8K - $98.6K
|
0
$0
|
|
Q1 2022 | |||||||
Sep 20, 2022
Q1 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
96KNew |
$4.79M - $5.18M
|
96K
$5.35M
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.97KClosed |
$198K - $214K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-6.54KClosed |
$326K - $353K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-142Closed |
$7.09K - $7.66K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-666Closed |
$33.2K - $35.9K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-34.6KClosed |
$1.73M - $1.87M
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-13Closed |
$649 - $701
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-21.5KClosed |
$1.07M - $1.16M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.47KNew |
$73.3K - $79.2K
|
1.47K
$81.8K
|
|
May 04, 2022
Q1 2022
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-1.65K- 14.84% |
$82.3K - $89K
|
9.47K
$528K
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
SELL
|
- |
-129Closed |
$6.44K - $6.96K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4.4KClosed |
$220K - $237K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.2KNew |
$160K - $173K
|
3.2K
$178K
|
|
Apr 27, 2022
Q1 2022
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-9.85KClosed |
$492K - $531K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-354Closed |
$17.7K - $19.1K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-213Closed |
$10.6K - $11.5K
|
0
$0
|
|
Q4 2021 | |||||||
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
166New |
$8.48K - $8.96K
|
166
$9.25K
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-34.7KClosed |
$1.77M - $1.87M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-174K- 96.4% |
$8.87M - $9.38M
|
6.48K
$361K
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-1.05KClosed |
$53.8K - $56.9K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-206Closed |
$10.5K - $11.1K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-16.2KClosed |
$826K - $873K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-550Closed |
$28.1K - $29.7K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
9KNew |
$460K - $486K
|
9K
$502K
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-263Closed |
$13.4K - $14.2K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2Closed |
$102 - $108
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-183Closed |
$9.34K - $9.88K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.59KClosed |
$132K - $140K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-5.2KClosed |
$266K - $281K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Millburn Ridgefield Corp
|
SELL
|
- |
-831Closed |
$42.4K - $44.9K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.37KClosed |
$376K - $398K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-54Closed |
$2.76K - $2.91K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Madden Securities Corp
|
BUY
|
- |
2.5K+ 56.58% |
$127K - $135K
|
6.91K
$385K
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-719Closed |
$37.5K - $40.3K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-140Closed |
$7.3K - $7.85K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-71Closed |
$3.7K - $3.98K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-278Closed |
$14.3K - $15.3K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-1.13KClosed |
$57.9K - $62.2K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-4.07KClosed |
$209K - $224K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1KClosed |
$51.3K - $55.1K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-62Closed |
$3.18K - $3.42K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-129Closed |
$6.62K - $7.11K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Beacon Financial Group
|
SELL
|
- |
-53.3KClosed |
$2.74M - $2.94M
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-717Closed |
$36.8K - $39.5K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
12.4KNew |
$634K - $681K
|
12.4K
$689K
|
|
Jul 15, 2021
Q2 2021
|
3 Edge Asset Management, LP
|
SELL
|
- |
-21.9KClosed |
$1.13M - $1.21M
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.24KClosed |
$199K - $218K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-150Closed |
$7.05K - $7.7K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-240Closed |
$11.3K - $12.3K
|
0
$0
|