Claro Advisors LLC Wisdomtree Emerging Markets Sm Transaction History

Claro Advisors LLC

$633 Million
Q3 2025

A detailed history of Claro Advisors LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Claro Advisors LLC holds 5,749 shares of DGS stock, worth $329,532. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,749

Holding current value

$329,532

% of portfolio

0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$54.85 - $58.99 $315,332 - $339,133	5,749 New	5,749 $328,000
Q1 2024 Apr 18, 2024	BUY	$47.45 - $51.31 $1,233 - $1,334	26 Added 0.56%	4,681 $238,000
Q4 2023 Jan 22, 2024	SELL	$43.82 - $49.92 $10,166 - $11,581	-232 Reduced 4.75%	4,655 $232,000
Q3 2023 Oct 10, 2023	SELL	$46.01 - $49.91 $4,647 - $5,040	-101 Reduced 2.02%	4,887 $226,000
Q2 2023 Aug 08, 2023	BUY	$45.15 - $48.6 $17,247 - $18,565	382 Added 8.29%	4,988 $232,000
Q1 2023 Apr 17, 2023	BUY	$43.98 - $47.58 $202,571 - $219,153	4,606 New	4,606 $210,000
Q1 2019 May 10, 2019	SELL	N/A	-300 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	300 New	300 $14,000

Others Institutions Holding DGS

# of Institutions

257

Shares Held

19.7M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

4.96M
Shares

$284 Million
0.22% of portfolio
Bank Of America Corp Charlotte, NC

1.14M
Shares

$65.3 Million
0.0% of portfolio
Congress Wealth Management LLC Boston, MA

702K
Shares

$40.3 Million
0.4% of portfolio
National Bank Of Canada

571K
Shares

$32.7 Million
0.04% of portfolio
High Tower Advisors, LLC Chicago, IL

510K
Shares

$29.2 Million
0.03% of portfolio

View Full List

About WISDOMTREE EMERGING MARKETS SM

Ticker DGS
Sector ETFs
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