Avantax Advisory Services, Inc. Wisdomtree Emerging Markets Sm Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 18,020 shares of DGS stock, worth $882,439. This represents 0.01% of its overall portfolio holdings.

Number of Shares

18,020

Previous 17,806 1.2%

Holding current value

$882,439

Previous $915,000 5.68%

% of portfolio

0.01%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$48.46 - $54.37 $10,370 - $11,635	214 Added 1.2%	18,020 $967,000
Q2 2024 Aug 09, 2024	BUY	$49.52 - $53.11 $685,951 - $735,679	13,852 Added 350.33%	17,806 $915,000
Q1 2024 May 08, 2024	SELL	$47.45 - $51.31 $25,053 - $27,091	-528 Reduced 11.78%	3,954 $201,000
Q4 2023 Feb 07, 2024	SELL	$43.82 - $49.92 $41,278 - $47,024	-942 Reduced 17.37%	4,482 $223,000
Q3 2023 Nov 07, 2023	SELL	$46.01 - $49.91 $45,733 - $49,610	-994 Reduced 15.49%	5,424 $250,000
Q2 2023 Aug 11, 2023	BUY	$45.15 - $48.6 $2,709 - $2,916	60 Added 0.94%	6,418 $298,000
Q1 2023 Apr 28, 2023	BUY	$43.98 - $47.58 $6,772 - $7,327	154 Added 2.48%	6,358 $291,000
Q4 2022 Feb 13, 2023	SELL	$39.34 - $44.97 $96,933 - $110,806	-2,464 Reduced 28.43%	6,204 $272,000
Q3 2022 Nov 01, 2022	SELL	$39.82 - $46.22 $21,940 - $25,467	-551 Reduced 5.98%	8,668 $345,000
Q2 2022 Aug 02, 2022	SELL	$44.64 - $54.52 $139,589 - $170,484	-3,127 Reduced 25.33%	9,219 $412,000
Q1 2022 Apr 27, 2022	BUY	$49.9 - $53.95 $11,227 - $12,138	225 Added 1.86%	12,346 $658,000
Q4 2021 Jan 24, 2022	BUY	$51.06 - $53.98 $5,667 - $5,991	111 Added 0.92%	12,121 $641,000
Q3 2021 Oct 21, 2021	BUY	$52.12 - $56.09 $66,296 - $71,346	1,272 Added 11.85%	12,010 $642,000
Q2 2021 Jul 29, 2021	BUY	$51.32 - $55.14 $17,243 - $18,527	336 Added 3.23%	10,738 $585,000
Q1 2021 May 13, 2021	SELL	$46.98 - $51.36 $106,597 - $116,535	-2,269 Reduced 17.91%	10,402 $535,000
Q4 2020 Jan 22, 2021	SELL	$41.04 - $47.78 $5.3 Million - $6.18 Million	-129,253 Reduced 91.07%	12,671 $604,000
Q3 2020 Oct 14, 2020	SELL	$39.69 - $43.18 $2.07 Million - $2.26 Million	-52,243 Reduced 26.91%	141,924 $5.86 Million
Q2 2020 Aug 06, 2020	BUY	$31.95 - $41.28 $3.31 Million - $4.28 Million	103,728 Added 114.69%	194,167 $7.57 Million
Q1 2020 Apr 30, 2020	SELL	$29.43 - $48.44 $1.52 Million - $2.5 Million	-51,565 Reduced 36.31%	90,439 $2.98 Million
Q4 2019 Feb 14, 2020	BUY	$43.95 - $47.82 $6.24 Million - $6.79 Million	142,004 New	142,004 $6.8 Million

Others Institutions Holding DGS

# of Institutions

248

Shares Held

29.1M

Call Options Held

17.4K

Put Options Held

100

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About WISDOMTREE EMERGING MARKETS SM

Ticker DGS
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Avantax Advisory Services, Inc. Wisdomtree Emerging Markets Sm Transaction History