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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-3- 0.07% |
$165 - $177
|
4.44K
$255K
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-12K- 37.17% |
$659K - $709K
|
20.3K
$1.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-732- 7.61% |
$40.2K - $43.2K
|
8.88K
$509K
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-625- 1.77% |
$34.3K - $36.9K
|
34.6K
$1.98M
|
|
|
Oct 17, 2025
Q3 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
SELL
|
- |
-2.2K- 1.8% |
$120K - $130K
|
120K
$6.86M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.58K- 11.43% |
$141K - $152K
|
20K
$1.14M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-990- 8.3% |
$54.3K - $58.4K
|
10.9K
$627K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-324- 4.58% |
$17.8K - $19.1K
|
6.75K
$387K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-954- 45.67% |
$52.3K - $56.3K
|
1.14K
$65.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.32K+ 755.43% |
$72.5K - $78K
|
1.5K
$85.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.77K- 1.09% |
$96.9K - $104K
|
161K
$9.21M
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
979+ 5.84% |
$53.7K - $57.8K
|
17.7K
$1.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.42K+ 4.13% |
$77.8K - $83.7K
|
35.7K
$2.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-85- 1.61% |
$4.66K - $5.01K
|
5.21K
$298K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
30+ 0.74% |
$1.65K - $1.77K
|
4.07K
$233K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
73+ 0.34% |
$4K - $4.31K
|
21.5K
$1.23M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
7+ 1.49% |
$384 - $413
|
478
$27.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
905+ 2.88% |
$49.6K - $53.4K
|
32.3K
$1.85M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-347- 30.52% |
$19K - $20.5K
|
790
$45.3K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.07KNew |
$114K - $122K
|
2.07K
$119K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.6K+ 63.45% |
$1.02M - $1.3M
|
60.8K
$3.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-330K- 83.52% |
$14.3M - $18.2M
|
65.1K
$3.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
548New |
$23.8K - $30.3K
|
548
$31.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
220New |
$9.53K - $12.2K
|
220
$12.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
21.6K+ 3.18% |
$937K - $1.19M
|
702K
$40.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
16New |
$693 - $884
|
16
$917
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
235KNew |
$10.2M - $13M
|
235K
$13.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-419- 18.37% |
$18.2K - $23.1K
|
1.86K
$107K
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
14.1K+ 100.0% |
$611K - $779K
|
28.2K
$1.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
17New |
$737 - $939
|
17
$974
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
150New |
$6.5K - $8.29K
|
150
$8.6K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-24- 20.51% |
$1.04K - $1.33K
|
93
$5.33K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
108New |
$4.68K - $5.97K
|
108
$6.19K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-43- 20.09% |
$1.86K - $2.38K
|
171
$9.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
92+ 0.48% |
$3.99K - $5.08K
|
19.4K
$1.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-453- 30.55% |
$19.6K - $25K
|
1.03K
$59K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-535- 40.07% |
$23.2K - $29.6K
|
800
$45.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
121New |
$5.24K - $6.68K
|
121
$6.94K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-617- 60.67% |
$26.7K - $34.1K
|
400
$22.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-538- 11.44% |
$23.3K - $29.7K
|
4.16K
$239K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-66- 75.0% |
$2.86K - $3.65K
|
22
$1.26K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.67K- 11.36% |
$72.2K - $92K
|
13K
$744K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-871- 7.1% |
$37.7K - $48.1K
|
11.4K
$654K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-8.49K- 36.95% |
$368K - $469K
|
14.5K
$830K
|
|
|
Jul 28, 2025
Q2 2025
|
Capital Management Corp
|
BUY
|
- |
4KNew |
$173K - $221K
|
4K
$229K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.51KNew |
$369K - $470K
|
8.51K
$488K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-35- 2.42% |
$1.52K - $1.93K
|
1.41K
$80.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-100- 0.99% |
$4.33K - $5.52K
|
9.96K
$571K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
89New |
$3.86K - $4.92K
|
89
$5.1K
|
|