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 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
395+ 0.99% |
$19.3K - $21.1K
|
40.3K
$1.95M
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-5.16K- 9.82% |
$252K - $276K
|
47.3K
$2.29M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.68K- 27.81% |
$180K - $197K
|
9.56K
$463K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.6K- 18.2% |
$77.9K - $85.4K
|
7.17K
$347K
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
967+ 1.24% |
$47.3K - $51.8K
|
78.8K
$3.82M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
545+ 1.37% |
$26.6K - $29.2K
|
40.3K
$1.95M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.74K+ 4.79% |
$85.1K - $93.2K
|
38.1K
$1.84M
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
28.5K+ 24.01% |
$1.39M - $1.53M
|
147K
$7.14M
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
386+ 2.83% |
$18.9K - $20.7K
|
14K
$678K
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4+ 0.4% |
$195 - $214
|
1.02K
$49.2K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-12- 5.31% |
$586 - $642
|
214
$10.4K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-8.18K- 4.9% |
$400K - $438K
|
159K
$7.69M
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-645- 7.65% |
$31.5K - $34.5K
|
7.79K
$377K
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
3.55K+ 6.96% |
$174K - $190K
|
54.6K
$2.65M
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-749- 12.58% |
$36.6K - $40.1K
|
5.2K
$252K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
64New |
$3.13K - $3.43K
|
64
$3.1K
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 6.2% |
$76.4K - $83.7K
|
23.7K
$1.15M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
838New |
$41K - $44.9K
|
838
$40.6K
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.18K- 7.2% |
$57.6K - $63.1K
|
15.2K
$736K
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
25.7K+ 11.14% |
$1.26M - $1.38M
|
257K
$12.4M
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.37K+ 9.02% |
$165K - $180K
|
40.7K
$1.97M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.68K+ 7.23% |
$131K - $144K
|
39.8K
$1.93M
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
2.19K+ 17.63% |
$107K - $117K
|
14.6K
$709K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-151- 1.48% |
$7.38K - $8.08K
|
10.1K
$487K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
6+ 0.2% |
$293 - $321
|
2.98K
$144K
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-6.89K- 8.17% |
$336K - $369K
|
77.4K
$3.75M
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.28K- 47.9% |
$62.6K - $68.5K
|
1.39K
$67.4K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
20New |
$977 - $1.07K
|
20
$969
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-485- 3.34% |
$23.7K - $26K
|
14K
$679K
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
534+ 1.11% |
$26.1K - $28.6K
|
48.8K
$2.37M
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-1.65K- 4.31% |
$80.8K - $88.5K
|
36.7K
$1.78M
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1+ 0.05% |
$48.9 - $53.5
|
2.09K
$101K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12.8K- 99.9% |
$623K - $683K
|
13
$630
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-24- 0.08% |
$1.17K - $1.28K
|
30.3K
$1.47M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
32+ 0.6% |
$1.56K - $1.71K
|
5.36K
$259K
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-10- 0.1% |
$489 - $535
|
10.5K
$508K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.56K- 9.13% |
$125K - $137K
|
25.5K
$1.24M
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
255+ 0.83% |
$12.5K - $13.7K
|
31K
$1.5M
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
987+ 0.6% |
$48.2K - $52.8K
|
166K
$8.06M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-313- 5.18% |
$15.3K - $16.8K
|
5.73K
$278K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 0.65% |
$147 - $161
|
466
$22.6K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-14- 10.53% |
$684 - $749
|
119
$5.77K
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8+ 0.14% |
$391 - $428
|
5.83K
$282K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
33.8K+ 19.24% |
$1.65M - $1.81M
|
209K
$10.1M
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.84K- 37.07% |
$139K - $152K
|
4.82K
$234K
|
|
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
$1.57M
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.36K+ 20.5% |
$115K - $126K
|
13.9K
$673K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
51+ 0.41% |
$2.49K - $2.73K
|
12.3K
$598K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.22K+ 7.14% |
$109K - $119K
|
33.4K
$1.62M
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.1K+ 1.68% |
$102K - $112K
|
127K
$6.14M
|