Cascade Financial Partners, LLC Wisdomtree Emerging Markets Sm Transaction History

Cascade Financial Partners, LLC

$793 Billion
Q1 2025

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 138,376 shares of DGS stock, worth $7.69 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

138,376

Previous 130,469 6.06%

Holding current value

$7.69 Million

Previous $6.38 Billion 4.74%

% of portfolio

0.84%

Previous 0.83%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$47.4 - $50.24 $374,791 - $397,247	7,907 Added 6.06%	138,376 $6.68 Billion
Q4 2024 Feb 07, 2025	BUY	$48.87 - $53.53 $230,959 - $252,982	4,726 Added 3.76%	130,469 $6.38 Billion
Q3 2024 Oct 24, 2024	BUY	$48.46 - $54.37 $212,836 - $238,793	4,392 Added 3.62%	125,743 $6.55 Billion
Q2 2024 Jul 31, 2024	BUY	$49.52 - $53.11 $236,309 - $253,440	4,772 Added 4.09%	121,351 $6.24 Billion
Q1 2024 May 14, 2024	BUY	$47.45 - $51.31 $5.53 Million - $5.98 Million	116,579 New	116,579 $5.89 Billion

Others Institutions Holding DGS

# of Institutions

247

Shares Held

21.4M

Call Options Held

200

Put Options Held

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About WISDOMTREE EMERGING MARKETS SM

Ticker DGS
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Cascade Financial Partners, LLC Wisdomtree Emerging Markets Sm Transaction History