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 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.36K- 1.42% |
$357K - $400K
|
510K
$24.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-533- 13.12% |
$25.8K - $29K
|
3.53K
$171K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
25.8K+ 11.2% |
$1.25M - $1.4M
|
256K
$12.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.9K+ 6.48% |
$1.11M - $1.24M
|
376K
$18.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
120New |
$5.82K - $6.52K
|
120
$5.81K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
326+ 3.37% |
$15.8K - $17.7K
|
9.99K
$484K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
42.7KNew |
$2.07M - $2.32M
|
42.7K
$2.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-25- 19.69% |
$1.21K - $1.36K
|
102
$4.94K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
27.6K+ 13.72% |
$1.34M - $1.5M
|
229K
$11.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-150- 2.68% |
$7.27K - $8.16K
|
5.45K
$264K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
316+ 11.68% |
$15.3K - $17.2K
|
3.02K
$146K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
371+ 0.76% |
$18K - $20.2K
|
49.5K
$2.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
97+ 18.27% |
$4.7K - $5.27K
|
628
$30.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.45K+ 20.61% |
$458K - $514K
|
55.3K
$2.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-7- 16.28% |
$339 - $381
|
36
$1.74K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
710+ 6.86% |
$34.4K - $38.6K
|
11.1K
$536K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.33K+ 49.29% |
$210K - $235K
|
13.1K
$635K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
58New |
$2.81K - $3.15K
|
58
$2.81K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
7.34KNew |
$356K - $399K
|
7.34K
$356K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-156- 3.95% |
$7.56K - $8.48K
|
3.8K
$184K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.02K- 4.78% |
$49.5K - $55.6K
|
20.3K
$986K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.94K+ 19.03% |
$336K - $377K
|
43.4K
$2.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-2.35K- 12.42% |
$114K - $128K
|
16.6K
$804K
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-7.19K- 5.57% |
$349K - $391K
|
122K
$5.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
59+ 2.98% |
$2.86K - $3.21K
|
2.04K
$98.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-306- 10.25% |
$14.8K - $16.6K
|
2.68K
$130K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-629- 0.93% |
$30.5K - $34.2K
|
66.7K
$3.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
75+ 2.26% |
$3.63K - $4.08K
|
3.39K
$164K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-423- 0.87% |
$20.5K - $23K
|
48.1K
$2.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
11+ 1.15% |
$533 - $598
|
968
$46.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
6+ 0.05% |
$291 - $326
|
13.3K
$643K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-7.66K- 2.06% |
$371K - $416K
|
364K
$17.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
4.39K+ 3.62% |
$213K - $239K
|
126K
$6.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.32K- 3.97% |
$113K - $126K
|
56.1K
$2.72M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.1K+ 5270.0% |
$536K - $602K
|
11.3K
$546K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-905- 4.68% |
$43.9K - $49.2K
|
18.4K
$894K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 0.22% |
$96.9 - $109
|
897
$43.5K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3New |
$145 - $163
|
3
$145
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.23K+ 4.45% |
$59.7K - $66.9K
|
28.9K
$1.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.21K+ 2.89% |
$301K - $338K
|
221K
$10.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
205New |
$9.93K - $11.1K
|
205
$9.93K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.48KNew |
$217K - $244K
|
4.48K
$217K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
25+ 0.58% |
$1.21K - $1.36K
|
4.33K
$210K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
6.71KNew |
$325K - $365K
|
6.71K
$325K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-10.5K- 6.14% |
$509K - $571K
|
161K
$7.79M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.37M- 20.49% |
$164M - $183M
|
13.1M
$634M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3+ 1.72% |
$145 - $163
|
177
$8.58K
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
SELL
|
- |
-6.82K- 0.83% |
$330K - $371K
|
816K
$39.6M
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
763New |
$37.8K - $40.5K
|
763
$37K
|
|