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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$48.5 - $54.4
|
2.35K
$115K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.73K+ 0.76% |
$83.6K - $93.8K
|
230K
$11.3M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-378- 3.67% |
$18.3K - $20.6K
|
9.92K
$487K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.77KNew |
$425K - $477K
|
8.77K
$430K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.14KNew |
$249K - $279K
|
5.14K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
147+ 0.73% |
$7.12K - $7.99K
|
20.3K
$994K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 0.23% |
$96.9 - $109
|
879
$43.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7.31K+ 9.46% |
$354K - $397K
|
84.6K
$4.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.01K+ 211.48% |
$49.1K - $55.1K
|
1.49K
$73.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-12.3K- 3.28% |
$597K - $669K
|
363K
$17.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-560K- 72.17% |
$27.1M - $30.4M
|
216K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
23+ 0.45% |
$1.11K - $1.25K
|
5.12K
$251K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-300- 1.91% |
$14.5K - $16.3K
|
15.4K
$757K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
641KNew |
$31.1M - $34.8M
|
641K
$31.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.07K- 52.82% |
$51.8K - $58.1K
|
955
$46.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-20- 0.21% |
$969 - $1.09K
|
9.7K
$476K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.44K+ 17.04% |
$69.7K - $78.2K
|
9.88K
$485K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.53K+ 23.28% |
$462K - $518K
|
50.4K
$2.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.43% |
$48.5 - $54.4
|
71
$3.48K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.1K+ 14.31% |
$53.2K - $59.6K
|
8.77K
$430K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
6.41K+ 281.8% |
$311K - $349K
|
8.69K
$426K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.06KNew |
$99.8K - $112K
|
2.06K
$101K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.03K- 5.49% |
$49.7K - $55.8K
|
17.7K
$867K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.36K- 1.42% |
$357K - $400K
|
510K
$25M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
25.8K+ 11.2% |
$1.25M - $1.4M
|
256K
$12.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-533- 13.12% |
$25.8K - $29K
|
3.53K
$173K
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
119KNew |
$5.76M - $6.46M
|
119K
$5.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.9K+ 6.48% |
$1.11M - $1.24M
|
376K
$18.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
120New |
$5.82K - $6.52K
|
120
$5.89K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
326+ 3.37% |
$15.8K - $17.7K
|
9.99K
$490K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
42.7KNew |
$2.07M - $2.32M
|
42.7K
$2.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6+ 0.6% |
$291 - $326
|
1.01K
$49.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
151+ 0.6% |
$7.32K - $8.21K
|
25.2K
$1.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-25- 19.69% |
$1.21K - $1.36K
|
102
$5K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
27.6K+ 13.72% |
$1.34M - $1.5M
|
229K
$11.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-150- 2.68% |
$7.27K - $8.16K
|
5.45K
$267K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
316+ 11.68% |
$15.3K - $17.2K
|
3.02K
$148K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
371+ 0.76% |
$18K - $20.2K
|
49.5K
$2.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
97+ 18.27% |
$4.7K - $5.27K
|
628
$30.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.33K+ 49.29% |
$210K - $235K
|
13.1K
$643K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
710+ 6.86% |
$34.4K - $38.6K
|
11.1K
$543K
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
51.1KNew |
$2.47M - $2.78M
|
51.1K
$2.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.45K+ 20.61% |
$458K - $514K
|
55.3K
$2.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
58New |
$2.81K - $3.15K
|
58
$2.85K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-7- 16.28% |
$339 - $381
|
36
$1.77K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-156- 3.95% |
$7.56K - $8.48K
|
3.8K
$186K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
739+ 1.89% |
$35.8K - $40.2K
|
39.9K
$1.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.02K- 4.78% |
$49.5K - $55.6K
|
20.3K
$998K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
7.34KNew |
$356K - $399K
|
7.34K
$360K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
918+ 5.94% |
$44.5K - $49.9K
|
16.4K
$803K
|