Cascade Financial Partners, LLC Wisdomtree Emerging Markets Sm Transaction History
Cascade Financial Partners, LLC
- $761 Billion
- Q2 2024
A detailed history of Cascade Financial Partners, LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 121,351 shares of DGS stock, worth $6.32 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
121,351
Previous 116,579
4.09%
Holding current value
$6.32 Million
Previous $5.89 Billion
6.03%
% of portfolio
0.82%
Previous 0.85%
Shares
2 transactions
Others Institutions Holding DGS
# of Institutions
241Shares Held
31.6MCall Options Held
200Put Options Held
0-
Creative Planning Overland Park, KS16.5MShares$857 Million0.91% of portfolio
-
Bank Of America Corp Charlotte, NC1.18MShares$61.2 Million0.01% of portfolio
-
Unison Advisors LLC823KShares$42.8 Million5.34% of portfolio
-
Cerity Partners LLC New York, NY776KShares$40.4 Million0.11% of portfolio
-
Morgan Stanley New York, NY683KShares$35.5 Million0.0% of portfolio