Wealth Plan Partners, LLC Wisdomtree Tr Emerging Mkts Qu Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	BUY	$21.78 - $23.47 $392 - $422	18 Added 0.8%	2,275 $51.8 Million
Q1 2023 May 10, 2023	BUY	$21.34 - $23.78 $48,164 - $53,671	2,257 New	2,257 $51.1 Million

Others Institutions Holding DGRE

# of Institutions

54

Shares Held

3.77M

Call Options Held

0

Put Options Held

0

One Capital Management, LLC Westlake Village, CA

1.22M
Shares

$29.5 Million
1.08% of portfolio
Lpl Financial LLC Fort Mill, SC

532K
Shares

$12.8 Million
0.01% of portfolio
New Edge Wealth, LLC Pittsburgh, PA

330K
Shares

$7.96 Million
0.15% of portfolio
Simpli Fi, Inc.

197K
Shares

$4.74 Million
2.28% of portfolio
Raymond James Financial Inc St. Petersburg, FL

131K
Shares

$3.16 Million
0.0% of portfolio

About WISDOMTREE TR EMERGING MKTS QU

Ticker DGRE
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