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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3.36KNew |
$147K - $168K
|
3.36K
$165K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-69- 9.58% |
$3.02K - $3.44K
|
651
$31.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.64KNew |
$247K - $282K
|
5.64K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
131New |
$5.74K - $6.54K
|
131
$6.43K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.67KNew |
$205K - $233K
|
4.67K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-466- 3.0% |
$20.4K - $23.3K
|
15.1K
$740K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-25- 1.86% |
$1.1K - $1.25K
|
1.32K
$64.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 0.66% |
$307 - $349
|
1.07K
$52.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-5.77K- 99.78% |
$253K - $288K
|
13
$638
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1New |
$43.8 - $49.9
|
1
$49.1
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-315- 3.09% |
$13.8K - $15.7K
|
9.9K
$485K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
300New |
$13.1K - $15K
|
300
$14.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.02K+ 5.32% |
$44.7K - $51K
|
20.2K
$992K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
257New |
$11.3K - $12.8K
|
257
$12.6K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-9.84K- 4.58% |
$431K - $491K
|
205K
$10.1M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
1+ 2.04% |
$43.8 - $49.9
|
50
$2.45K
|
|
| Q3 2023 | |||||||
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
13New |
$598 - $649
|
13
$638
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.69KNew |
$216K - $234K
|
4.69K
$230K
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
112New |
$5.15K - $5.59K
|
112
$5.49K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-512- 10.25% |
$23.6K - $25.6K
|
4.48K
$220K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-80- 1.07% |
$3.68K - $3.99K
|
7.39K
$363K
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-45.4KClosed |
$2.09M - $2.27M
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
CALL |
100+ 50.0% |
$4.6K - $4.99K
|
300
$14.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
5.78KNew |
$266K - $288K
|
5.78K
$283K
|
|
|
Nov 01, 2023
Q3 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.35K- 19.21% |
$62.2K - $67.4K
|
5.68K
$279K
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
478+ 1.83% |
$22K - $23.9K
|
26.6K
$1.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
210+ 5.26% |
$9.66K - $10.5K
|
4.2K
$206K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-2.76K- 67.27% |
$125K - $134K
|
1.34K
$65.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2New |
$90.3 - $97.2
|
2
$98.1
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
575+ 4.08% |
$26K - $27.9K
|
14.7K
$720K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.01K- 43.93% |
$181K - $195K
|
5.12K
$251K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.46K+ 47.07% |
$65.9K - $71K
|
4.56K
$224K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-24.1K- 64.81% |
$1.09M - $1.17M
|
13.1K
$643K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
5.33KNew |
$241K - $259K
|
5.33K
$262K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2+ 0.13% |
$90.3 - $97.2
|
1.51K
$74.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-107- 2.08% |
$4.83K - $5.2K
|
5.04K
$247K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
435New |
$19.6K - $21.1K
|
435
$21.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-15.9K- 74.58% |
$719K - $774K
|
5.43K
$266K
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-2.5K- 50.0% |
$113K - $122K
|
2.5K
$123K
|
|
| Q1 2023 | |||||||
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.12KNew |
$269K - $291K
|
6.12K
$300K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-61- 33.33% |
$2.68K - $2.9K
|
122
$5.99K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
143New |
$6.29K - $6.8K
|
143
$7.02K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
800New |
$35.2K - $38.1K
|
800
$39.2K
|
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.83KNew |
$212K - $230K
|
4.83K
$237K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
75New |
$3.3K - $3.57K
|
75
$3.68K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
4.39KNew |
$193K - $209K
|
4.39K
$215K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
410New |
$18K - $19.5K
|
410
$20.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
11.5KNew |
$507K - $548K
|
11.5K
$565K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
635+ 2.73% |
$27.9K - $30.2K
|
23.9K
$1.17M
|
|