Latest Institutional Purchases of Wisdomtree Emerging Markets Sm (DGS)
This list provides information on the latest institutional transactions involving Wisdomtree Emerging Markets Sm (DGS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
30.2KNew |
$1.47M - $1.62M
|
30.2K
$1.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
18.6K+ 9.9% |
$911K - $998K
|
207K
$10M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
5.03K+ 16.88% |
$246K - $269K
|
34.8K
$1.68M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
3.73K+ 3.66% |
$182K - $200K
|
106K
$5.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.01K+ 12.18% |
$147K - $161K
|
27.7K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.36K+ 20.5% |
$115K - $126K
|
13.9K
$671K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.22K+ 7.14% |
$109K - $119K
|
33.4K
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.1K+ 1.68% |
$102K - $112K
|
127K
$6.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.6K+ 28.27% |
$77.9K - $85.4K
|
7.24K
$350K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
960+ 0.35% |
$46.9K - $51.4K
|
279K
$13.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
196New |
$9.58K - $10.5K
|
196
$9.48K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
51+ 0.41% |
$2.49K - $2.73K
|
12.3K
$597K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
641KNew |
$31.1M - $34.8M
|
641K
$31M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
253KNew |
$12.2M - $13.7M
|
253K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
176K+ 369.42% |
$8.54M - $9.58M
|
224K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
163K+ 34.33% |
$7.92M - $8.88M
|
639K
$30.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
119KNew |
$5.76M - $6.46M
|
119K
$5.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
84.4K+ 150.14% |
$4.09M - $4.59M
|
141K
$6.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
51.1KNew |
$2.47M - $2.78M
|
51.1K
$2.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
44.2K+ 2526.17% |
$2.14M - $2.4M
|
46K
$2.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
42.7KNew |
$2.07M - $2.32M
|
42.7K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
40.3K+ 14.6% |
$1.95M - $2.19M
|
316K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
33.7K+ 4.94% |
$1.63M - $1.83M
|
717K
$34.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
28.1KNew |
$1.36M - $1.53M
|
28.1K
$1.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
27.6K+ 13.72% |
$1.34M - $1.5M
|
229K
$11.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
25.8K+ 11.2% |
$1.25M - $1.4M
|
256K
$12.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.9K+ 6.48% |
$1.11M - $1.24M
|
376K
$18.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
21.8K+ 10.44% |
$1.06M - $1.19M
|
231K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
17.1KNew |
$829K - $930K
|
17.1K
$827K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
13.2KNew |
$642K - $720K
|
13.2K
$640K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.1K+ 5270.0% |
$536K - $602K
|
11.3K
$545K
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
9.7K+ 14.2% |
$470K - $528K
|
78.1K
$3.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.53K+ 23.28% |
$462K - $518K
|
50.4K
$2.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.45K+ 20.61% |
$458K - $514K
|
55.3K
$2.67M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
8.79K+ 5.27% |
$426K - $478K
|
176K
$8.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.77KNew |
$425K - $477K
|
8.77K
$424K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.77KNew |
$425K - $477K
|
8.77K
$424K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
7.34KNew |
$356K - $399K
|
7.34K
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7.31K+ 9.46% |
$354K - $397K
|
84.6K
$4.09M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.94K+ 19.03% |
$336K - $377K
|
43.4K
$2.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
6.71KNew |
$325K - $365K
|
6.71K
$324K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
6.41K+ 281.8% |
$311K - $349K
|
8.69K
$420K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.21K+ 2.89% |
$301K - $338K
|
221K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.04KNew |
$293K - $329K
|
6.04K
$292K
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
5.5K+ 4.56% |
$267K - $299K
|
126K
$6.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
5.21K+ 16.0% |
$252K - $283K
|
37.8K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.14KNew |
$249K - $279K
|
5.14K
$248K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.67K+ 14.42% |
$226K - $254K
|
37.1K
$1.79M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
4.5KNew |
$218K - $244K
|
4.5K
$217K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.48KNew |
$217K - $244K
|
4.48K
$217K
|
|