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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
575+ 4.08% |
$26K - $27.9K
|
14.7K
$841K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.46K+ 47.07% |
$65.9K - $71K
|
4.56K
$261K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-24.1K- 64.81% |
$1.09M - $1.17M
|
13.1K
$751K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
5.33KNew |
$241K - $259K
|
5.33K
$306K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2+ 0.13% |
$90.3 - $97.2
|
1.51K
$86.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-107- 2.08% |
$4.83K - $5.2K
|
5.04K
$289K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
435New |
$19.6K - $21.1K
|
435
$24.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-15.9K- 74.58% |
$719K - $774K
|
5.43K
$311K
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-2.5K- 50.0% |
$113K - $122K
|
2.5K
$143K
|
|
| Q1 2023 | |||||||
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.12KNew |
$269K - $291K
|
6.12K
$351K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-61- 33.33% |
$2.68K - $2.9K
|
122
$6.99K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
143New |
$6.29K - $6.8K
|
143
$8.2K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
800New |
$35.2K - $38.1K
|
800
$45.9K
|
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.83KNew |
$212K - $230K
|
4.83K
$277K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
75New |
$3.3K - $3.57K
|
75
$4.3K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
4.39KNew |
$193K - $209K
|
4.39K
$252K
|
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
11.5KNew |
$507K - $548K
|
11.5K
$660K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
635+ 2.73% |
$27.9K - $30.2K
|
23.9K
$1.37M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
581New |
$25.6K - $27.6K
|
581
$33.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
280New |
$12.3K - $13.3K
|
280
$16K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-827- 5.98% |
$36.4K - $39.3K
|
13K
$746K
|
|
| Q4 2022 | |||||||
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.5KClosed |
$59.2K - $67.6K
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
100New |
$3.93K - $4.5K
|
100
$5.73K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.3K- 94.57% |
$90.5K - $103K
|
132
$7.57K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
16New |
$629 - $720
|
16
$917
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.27KNew |
$89.3K - $102K
|
2.27K
$130K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
141New |
$5.55K - $6.34K
|
141
$8.08K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.66% |
$39.3 - $45
|
153
$8.77K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
16.2KNew |
$637K - $728K
|
16.2K
$928K
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
37+ 0.72% |
$1.46K - $1.66K
|
5.16K
$296K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5+ 4.03% |
$197 - $225
|
129
$7.39K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-192- 47.52% |
$7.55K - $8.63K
|
212
$12.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.86% |
$39.3 - $45
|
117
$6.71K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
274New |
$10.8K - $12.3K
|
274
$15.7K
|
|
| Q3 2022 | |||||||
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
355+ 4.59% |
$14.1K - $16.4K
|
8.09K
$464K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.6KClosed |
$143K - $166K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-23- 1.2% |
$916 - $1.06K
|
1.89K
$108K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.07K+ 47.59% |
$202K - $234K
|
15.7K
$901K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
1.54K+ 14.17% |
$61.4K - $71.3K
|
12.4K
$712K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-175- 3.66% |
$6.97K - $8.09K
|
4.61K
$264K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.71KNew |
$108K - $125K
|
2.71K
$156K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
130New |
$5.18K - $6.01K
|
130
$7.45K
|
|
|
Nov 03, 2022
Q3 2022
|
America First Investment Advisors, LLC
|
SELL
|
- |
-283K- 99.97% |
$11.3M - $13.1M
|
74
$4.24K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 7.14% |
$39.8 - $46.2
|
15
$860
|
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
20.1K+ 3.55% |
$801K - $929K
|
586K
$33.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-8.83K- 17.34% |
$351K - $408K
|
42.1K
$2.41M
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
SELL
|
- |
-15K- 69.46% |
$597K - $693K
|
6.6K
$378K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
41K+ 72.33% |
$1.63M - $1.9M
|
97.7K
$5.6M
|
|
| 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
|
|