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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
581New |
$25.6K - $27.6K
|
581
$28.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
280New |
$12.3K - $13.3K
|
280
$13.7K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-827- 5.98% |
$36.4K - $39.3K
|
13K
$638K
|
|
| Q4 2022 | |||||||
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.5KClosed |
$59.2K - $67.6K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
687New |
$27K - $30.9K
|
687
$33.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
100New |
$3.93K - $4.5K
|
100
$4.91K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.3K- 94.57% |
$90.5K - $103K
|
132
$6.48K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.27KNew |
$89.3K - $102K
|
2.27K
$111K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
16New |
$629 - $720
|
16
$785
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
141New |
$5.55K - $6.34K
|
141
$6.92K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.66% |
$39.3 - $45
|
153
$7.51K
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
37+ 0.72% |
$1.46K - $1.66K
|
5.16K
$253K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
16.2KNew |
$637K - $728K
|
16.2K
$794K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5+ 4.03% |
$197 - $225
|
129
$6.33K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.86% |
$39.3 - $45
|
117
$5.74K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-192- 47.52% |
$7.55K - $8.63K
|
212
$10.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
274New |
$10.8K - $12.3K
|
274
$13.4K
|
|
| Q3 2022 | |||||||
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
355+ 4.59% |
$14.1K - $16.4K
|
8.09K
$397K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.6KClosed |
$143K - $166K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.07K+ 47.59% |
$202K - $234K
|
15.7K
$772K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-23- 1.2% |
$916 - $1.06K
|
1.89K
$92.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-175- 3.66% |
$6.97K - $8.09K
|
4.61K
$226K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
1.54K+ 14.17% |
$61.4K - $71.3K
|
12.4K
$610K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.71KNew |
$108K - $125K
|
2.71K
$133K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
130New |
$5.18K - $6.01K
|
130
$6.38K
|
|
|
Nov 03, 2022
Q3 2022
|
America First Investment Advisors, LLC
|
SELL
|
- |
-283K- 99.97% |
$11.3M - $13.1M
|
74
$3.63K
|
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
20.1K+ 3.55% |
$801K - $929K
|
586K
$28.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 7.14% |
$39.8 - $46.2
|
15
$736
|
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-8.83K- 17.34% |
$351K - $408K
|
42.1K
$2.06M
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
SELL
|
- |
-15K- 69.46% |
$597K - $693K
|
6.6K
$324K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
41K+ 72.33% |
$1.63M - $1.9M
|
97.7K
$4.79M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.1KClosed |
$272K - $333K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-320Closed |
$14.3K - $17.4K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-4.04KClosed |
$180K - $220K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-151Closed |
$6.74K - $8.23K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.01KNew |
$224K - $273K
|
5.01K
$246K
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.16KNew |
$230K - $281K
|
5.16K
$253K
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-31Closed |
$1.38K - $1.69K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-788Closed |
$35.2K - $43K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
42.5KNew |
$1.9M - $2.31M
|
42.5K
$2.08M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-75Closed |
$3.35K - $4.09K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-47.8K- 64.12% |
$2.13M - $2.61M
|
26.7K
$1.31M
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
SELL
|
- |
-20.8K- 78.36% |
$930K - $1.14M
|
5.75K
$282K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
80+ 80.0% |
$3.57K - $4.36K
|
180
$8.83K
|
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-5.33KClosed |
$238K - $290K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Asset Management Advisors, LLC
|
SELL
|
- |
-71KClosed |
$3.17M - $3.87M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.02KClosed |
$179K - $219K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
404+ 56.35% |
$18K - $22K
|
1.12K
$55K
|
|
|
Jul 29, 2022
Q2 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
120KNew |
$5.34M - $6.52M
|
120K
$5.86M
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-50.2KClosed |
$2.24M - $2.74M
|
0
$0
|
|