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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.64KNew |
$247K - $282K
|
5.64K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.67KNew |
$205K - $233K
|
4.67K
$226K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3.36KNew |
$147K - $168K
|
3.36K
$163K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.02K+ 5.32% |
$44.7K - $51K
|
20.2K
$980K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
300New |
$13.1K - $15K
|
300
$14.5K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
257New |
$11.3K - $12.8K
|
257
$12.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
131New |
$5.74K - $6.54K
|
131
$6.35K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
23New |
$1.01K - $1.15K
|
23
$1.11K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 0.66% |
$307 - $349
|
1.07K
$51.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1New |
$43.8 - $49.9
|
1
$48.5
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
1+ 2.04% |
$43.8 - $49.9
|
50
$2.42K
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
5.78KNew |
$266K - $288K
|
5.78K
$280K
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.69KNew |
$216K - $234K
|
4.69K
$227K
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
478+ 1.83% |
$22K - $23.9K
|
26.6K
$1.29M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
210+ 5.26% |
$9.66K - $10.5K
|
4.2K
$204K
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
112New |
$5.15K - $5.59K
|
112
$5.43K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
CALL |
100+ 50.0% |
$4.6K - $4.99K
|
300
$14.5K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
13New |
$598 - $649
|
13
$630
|
|
|
Nov 01, 2023
Q3 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
5.33KNew |
$241K - $259K
|
5.33K
$258K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.46K+ 47.07% |
$65.9K - $71K
|
4.56K
$221K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
575+ 4.08% |
$26K - $27.9K
|
14.7K
$711K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
435New |
$19.6K - $21.1K
|
435
$21.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2New |
$90.3 - $97.2
|
2
$96.9
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2+ 0.13% |
$90.3 - $97.2
|
1.51K
$73.2K
|
|
| Q1 2023 | |||||||
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
11.5KNew |
$507K - $548K
|
11.5K
$558K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.12KNew |
$269K - $291K
|
6.12K
$296K
|
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.83KNew |
$212K - $230K
|
4.83K
$234K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
4.39KNew |
$193K - $209K
|
4.39K
$213K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
800New |
$35.2K - $38.1K
|
800
$38.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
635+ 2.73% |
$27.9K - $30.2K
|
23.9K
$1.16M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
581New |
$25.6K - $27.6K
|
581
$28.1K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
410New |
$18K - $19.5K
|
410
$19.9K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
280New |
$12.3K - $13.3K
|
280
$13.6K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
143New |
$6.29K - $6.8K
|
143
$6.93K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
75New |
$3.3K - $3.57K
|
75
$3.63K
|
|
| Q4 2022 | |||||||
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
16.2KNew |
$637K - $728K
|
16.2K
$784K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.27KNew |
$89.3K - $102K
|
2.27K
$110K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
687New |
$27K - $30.9K
|
687
$33.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
274New |
$10.8K - $12.3K
|
274
$13.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
141New |
$5.55K - $6.34K
|
141
$6.83K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
100New |
$3.93K - $4.5K
|
100
$4.85K
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
37+ 0.72% |
$1.46K - $1.66K
|
5.16K
$250K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
16New |
$629 - $720
|
16
$775
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5+ 4.03% |
$197 - $225
|
129
$6.25K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.66% |
$39.3 - $45
|
153
$7.41K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.86% |
$39.3 - $45
|
117
$5.67K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
41K+ 72.33% |
$1.63M - $1.9M
|
97.7K
$4.73M
|
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
20.1K+ 3.55% |
$801K - $929K
|
586K
$28.4M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.07K+ 47.59% |
$202K - $234K
|
15.7K
$762K
|
|