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 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
6+ 0.62% |
$293 - $321
|
974
$55.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
153New |
$7.48K - $8.19K
|
153
$8.77K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
15.5KNew |
$759K - $832K
|
15.5K
$891K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
313New |
$15.3K - $16.8K
|
313
$17.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
310New |
$15.1K - $16.6K
|
310
$17.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.96K+ 0.81% |
$145K - $158K
|
367K
$21M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.68K- 27.81% |
$180K - $197K
|
9.56K
$548K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
64New |
$3.13K - $3.43K
|
64
$3.67K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
838New |
$41K - $44.9K
|
838
$48K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-1.65K- 4.31% |
$80.8K - $88.5K
|
36.7K
$2.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-313- 5.18% |
$15.3K - $16.8K
|
5.73K
$328K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.36K+ 20.5% |
$115K - $126K
|
13.9K
$796K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-507- 8.74% |
$24.8K - $27.1K
|
5.3K
$304K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-1.54K- 22.92% |
$75.3K - $82.4K
|
5.18K
$297K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
196New |
$9.58K - $10.5K
|
196
$11.2K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
16New |
$775 - $870
|
16
$917
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
423New |
$20.5K - $23K
|
423
$24.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
17.1KNew |
$829K - $930K
|
17.1K
$980K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-50- 0.35% |
$2.42K - $2.72K
|
14.1K
$808K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-12.3K- 3.28% |
$597K - $669K
|
363K
$20.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.77KNew |
$425K - $477K
|
8.77K
$503K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.43% |
$48.5 - $54.4
|
71
$4.07K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
97+ 18.27% |
$4.7K - $5.27K
|
628
$36K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-7- 16.28% |
$339 - $381
|
36
$2.06K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-156- 3.95% |
$7.56K - $8.48K
|
3.8K
$218K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
7.34KNew |
$356K - $399K
|
7.34K
$421K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-306- 10.25% |
$14.8K - $16.6K
|
2.68K
$154K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.1K+ 5270.0% |
$536K - $602K
|
11.3K
$646K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.21K+ 2.89% |
$301K - $338K
|
221K
$12.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.23K+ 4.45% |
$59.7K - $66.9K
|
28.9K
$1.66M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3New |
$145 - $163
|
3
$172
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
6.71KNew |
$325K - $365K
|
6.71K
$385K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
25+ 0.58% |
$1.21K - $1.36K
|
4.33K
$248K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
763New |
$37.8K - $40.5K
|
763
$43.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
23.4KNew |
$1.16M - $1.25M
|
23.4K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.2KNew |
$505K - $541K
|
10.2K
$584K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-65- 13.63% |
$3.22K - $3.45K
|
412
$23.6K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-63- 0.86% |
$3.12K - $3.35K
|
7.27K
$417K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-405Closed |
$20.1K - $21.5K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-159- 3.29% |
$7.87K - $8.44K
|
4.68K
$268K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-49Closed |
$2.43K - $2.6K
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.34KNew |
$215K - $231K
|
4.34K
$249K
|
|
|
Aug 07, 2024
Q2 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-2.46K- 31.96% |
$122K - $131K
|
5.23K
$300K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
164New |
$8.12K - $8.71K
|
164
$9.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
206New |
$10.2K - $10.9K
|
206
$11.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-712- 14.11% |
$35.3K - $37.8K
|
4.34K
$248K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
292New |
$14.5K - $15.5K
|
292
$16.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3New |
$149 - $159
|
3
$172
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.92KNew |
$194K - $208K
|
3.92K
$224K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
7.74K+ 697.03% |
$383K - $411K
|
8.86K
$508K
|
|