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 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-1.13KClosed |
$57.9K - $62.2K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-4.07KClosed |
$209K - $224K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-62Closed |
$3.18K - $3.42K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1KClosed |
$51.3K - $55.1K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-129Closed |
$6.62K - $7.11K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Beacon Financial Group
|
SELL
|
- |
-53.3KClosed |
$2.74M - $2.94M
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-717Closed |
$36.8K - $39.5K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
12.4KNew |
$634K - $681K
|
12.4K
$606K
|
|
Jul 15, 2021
Q2 2021
|
3 Edge Asset Management, LP
|
SELL
|
- |
-21.9KClosed |
$1.13M - $1.21M
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-250Closed |
$11.7K - $12.8K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.24KClosed |
$199K - $218K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-150Closed |
$7.05K - $7.7K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-240Closed |
$11.3K - $12.3K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-13KClosed |
$613K - $670K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Financial Counselors Inc
|
SELL
|
- |
-78.6KClosed |
$3.69M - $4.04M
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-260Closed |
$12.2K - $13.4K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
First Command Bank
|
SELL
|
- |
-874Closed |
$41.1K - $44.9K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-874Closed |
$41.1K - $44.9K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Arlington Partners LLC
|
SELL
|
- |
-438Closed |
$20.6K - $22.5K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 17, 2021
Q4 2020
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-6.09KClosed |
$250K - $291K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.15KClosed |
$211K - $246K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-39Closed |
$1.6K - $1.86K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Burt Wealth Advisors
|
SELL
|
- |
-286Closed |
$11.7K - $13.7K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.98KClosed |
$246K - $286K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.16KClosed |
$47.6K - $55.4K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-35Closed |
$1.44K - $1.67K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
6.98KNew |
$287K - $334K
|
6.98K
$343K
|
|
Feb 05, 2021
Q4 2020
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-5.74KClosed |
$236K - $274K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.46KClosed |
$59.7K - $69.5K
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-48.4KClosed |
$1.99M - $2.31M
|
0
$0
|
|
Jan 25, 2021
Q4 2020
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-8.15KClosed |
$335K - $390K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 18, 2020
Q3 2020
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-19Closed |
$754 - $820
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-9.27KClosed |
$368K - $400K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-621Closed |
$24.6K - $26.8K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.72KClosed |
$148K - $161K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-5.54KClosed |
$220K - $239K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-37Closed |
$1.47K - $1.6K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
5.02KNew |
$199K - $217K
|
5.02K
$246K
|
|
Nov 03, 2020
Q3 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-365Closed |
$14.5K - $15.8K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-356Closed |
$14.1K - $15.4K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-486Closed |
$19.3K - $21K
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Wedbush Securities Inc
|
SELL
|
- |
-8.24KClosed |
$327K - $356K
|
0
$0
|
|
Oct 19, 2020
Q3 2020
|
Well Done, LLC
|
SELL
|
- |
-5.83KClosed |
$231K - $252K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.23K- 33.96% |
$71.2K - $92K
|
4.33K
$213K
|
|
Aug 14, 2020
Q2 2020
|
Brown Advisory Inc
|
SELL
|
- |
-10.9KClosed |
$350K - $452K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-130Closed |
$4.15K - $5.37K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-350Closed |
$11.2K - $14.4K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-13KClosed |
$415K - $537K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-9.91KClosed |
$316K - $409K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-34Closed |
$1.09K - $1.4K
|
0
$0
|