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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1+ 0.05% |
$48.9 - $53.5
|
2.09K
$102K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-1.65K- 4.31% |
$80.8K - $88.5K
|
36.7K
$1.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
32+ 0.6% |
$1.56K - $1.71K
|
5.36K
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12.8K- 99.9% |
$623K - $683K
|
13
$637
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-24- 0.08% |
$1.17K - $1.28K
|
30.3K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
255+ 0.83% |
$12.5K - $13.7K
|
31K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-10- 0.1% |
$489 - $535
|
10.5K
$514K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.56K- 9.13% |
$125K - $137K
|
25.5K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
987+ 0.6% |
$48.2K - $52.8K
|
166K
$8.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 0.65% |
$147 - $161
|
466
$22.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-14- 10.53% |
$684 - $749
|
119
$5.83K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8+ 0.14% |
$391 - $428
|
5.83K
$286K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
33.8K+ 19.24% |
$1.65M - $1.81M
|
209K
$10.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.84K- 37.07% |
$139K - $152K
|
4.82K
$236K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
950+ 3.01% |
$46.4K - $50.9K
|
32.5K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-313- 5.18% |
$15.3K - $16.8K
|
5.73K
$281K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.36K+ 20.5% |
$115K - $126K
|
13.9K
$680K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
51+ 0.41% |
$2.49K - $2.73K
|
12.3K
$605K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.22K+ 7.14% |
$109K - $119K
|
33.4K
$1.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.1K+ 1.68% |
$102K - $112K
|
127K
$6.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
30.2KNew |
$1.47M - $1.62M
|
30.2K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8.34K+ 53.34% |
$407K - $446K
|
24K
$1.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-278K- 97.08% |
$13.6M - $14.9M
|
8.35K
$409K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-528- 2.36% |
$25.8K - $28.3K
|
21.8K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-42.3K- 35.54% |
$2.07M - $2.26M
|
76.7K
$3.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-74- 1.14% |
$3.62K - $3.96K
|
6.42K
$315K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-261- 5.84% |
$12.8K - $14K
|
4.21K
$206K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-507- 8.74% |
$24.8K - $27.1K
|
5.3K
$259K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-1.54K- 22.92% |
$75.3K - $82.4K
|
5.18K
$254K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-801- 7.08% |
$39.1K - $42.9K
|
10.5K
$515K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-106- 1.74% |
$5.18K - $5.67K
|
5.99K
$294K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
18.6K+ 9.9% |
$911K - $998K
|
207K
$10.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.01K+ 12.18% |
$147K - $161K
|
27.7K
$1.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
5.03K+ 16.88% |
$246K - $269K
|
34.8K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
960+ 0.35% |
$46.9K - $51.4K
|
279K
$13.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.6K+ 28.27% |
$77.9K - $85.4K
|
7.24K
$355K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
196New |
$9.58K - $10.5K
|
196
$9.6K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
3.73K+ 3.66% |
$182K - $200K
|
106K
$5.18M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
424+ 3.47% |
$20.5K - $23.1K
|
12.6K
$619K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
13.2KNew |
$642K - $720K
|
13.2K
$649K
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
4.5KNew |
$218K - $244K
|
4.5K
$220K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
162+ 0.68% |
$7.85K - $8.81K
|
24.1K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-319- 5.88% |
$15.5K - $17.3K
|
5.1K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.87K- 1.87% |
$139K - $156K
|
150K
$7.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
4.34K+ 9.83% |
$210K - $236K
|
48.5K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-10K- 43.78% |
$486K - $545K
|
12.9K
$631K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6+ 3.75% |
$291 - $326
|
166
$8.13K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.93K- 0.86% |
$239K - $268K
|
567K
$27.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
163K+ 34.33% |
$7.92M - $8.88M
|
639K
$31.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.9K- 1.83% |
$91.8K - $103K
|
102K
$4.99M
|
|