Latest Institutional Sells of Wisdomtree Emerging Markets Sm (DGS)
This list provides information on the latest institutional transactions involving Wisdomtree Emerging Markets Sm (DGS) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-466- 3.0% |
$20.4K - $23.3K
|
15.1K
$740K
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-315- 3.09% |
$13.8K - $15.7K
|
9.9K
$485K
|
|
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
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-25- 1.86% |
$1.1K - $1.25K
|
1.32K
$64.7K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-45.4KClosed |
$2.09M - $2.27M
|
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
|
|
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
|
|
Q2 2023 | |||||||
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-24.1K- 64.81% |
$1.09M - $1.17M
|
13.1K
$643K
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-15.9K- 74.58% |
$719K - $774K
|
5.43K
$266K
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.01K- 43.93% |
$181K - $195K
|
5.12K
$251K
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-2.76K- 67.27% |
$125K - $134K
|
1.34K
$65.9K
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-2.5K- 50.0% |
$113K - $122K
|
2.5K
$123K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-107- 2.08% |
$4.83K - $5.2K
|
5.04K
$247K
|
|
Q1 2023 | |||||||
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-827- 5.98% |
$36.4K - $39.3K
|
13K
$638K
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-61- 33.33% |
$2.68K - $2.9K
|
122
$5.99K
|
|
Q4 2022 | |||||||
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.3K- 94.57% |
$90.5K - $103K
|
132
$6.48K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.5KClosed |
$59.2K - $67.6K
|
0
$0
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-192- 47.52% |
$7.55K - $8.63K
|
212
$10.4K
|
|
Q3 2022 | |||||||
Nov 03, 2022
Q3 2022
|
America First Investment Advisors, LLC
|
SELL
|
- |
-283K- 99.97% |
$11.3M - $13.1M
|
74
$3.63K
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
SELL
|
- |
-15K- 69.46% |
$597K - $693K
|
6.6K
$324K
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-8.83K- 17.34% |
$351K - $408K
|
42.1K
$2.06M
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.6KClosed |
$143K - $166K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-175- 3.66% |
$6.97K - $8.09K
|
4.61K
$226K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-23- 1.2% |
$916 - $1.06K
|
1.89K
$92.7K
|
|
Q2 2022 | |||||||
Aug 01, 2022
Q2 2022
|
Asset Management Advisors, LLC
|
SELL
|
- |
-71KClosed |
$3.17M - $3.87M
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-50.2KClosed |
$2.24M - $2.74M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-47.8K- 64.12% |
$2.13M - $2.61M
|
26.7K
$1.31M
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-31.9KClosed |
$1.42M - $1.74M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
SELL
|
- |
-20.8K- 78.36% |
$930K - $1.14M
|
5.75K
$282K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.1KClosed |
$272K - $333K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-5.33KClosed |
$238K - $290K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
626 Financial, LLC
|
SELL
|
- |
-4.35KClosed |
$194K - $237K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-4.05KClosed |
$181K - $221K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-4.04KClosed |
$180K - $220K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.02KClosed |
$179K - $219K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.81KClosed |
$80.8K - $98.6K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.1KClosed |
$49.1K - $60K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-788Closed |
$35.2K - $43K
|
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
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-151Closed |
$6.74K - $8.23K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-149Closed |
$6.65K - $8.12K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-75Closed |
$3.35K - $4.09K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-58Closed |
$2.59K - $3.16K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-31Closed |
$1.38K - $1.69K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-1Closed |
$44.6 - $54.5
|
0
$0
|
|
Q1 2022 | |||||||
May 11, 2022
Q1 2022
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-34.6KClosed |
$1.73M - $1.87M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-21.5KClosed |
$1.07M - $1.16M
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-9.85KClosed |
$492K - $531K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-6.54KClosed |
$326K - $353K
|
0
$0
|