Congress Wealth Management LLC Wisdomtree Emerging Markets Sm Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Congress Wealth Management LLC holds 702,311 shares of DGS stock, worth $41 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
702,311
Previous 680,695 3.18%
Holding current value
$41 Million
Previous $32.9 Million 17.98%
% of portfolio
0.4%
Previous 0.42%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$43.34 - $55.24 $936,837 - $1.19 Million
21,616 Added 3.18%
702,311 $38.8 Million
Q1 2025

May 14, 2025
BUY
$47.4 - $50.24 $1.37 Million - $1.45 Million
28,908 Added 4.44%
680,695 $32.9 Million
Q4 2024

Feb 11, 2025
BUY
$48.87 - $53.53 $537,667 - $588,937
11,002 Added 1.72%
651,787 $31.9 Million
Q3 2024

Nov 12, 2024
BUY
$48.46 - $54.37 $31.1 Million - $34.8 Million
640,785 New
640,785 $34.4 Million

Others Institutions Holding DGS

# of Institutions
249
Shares Held
19.7M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE EMERGING MARKETS SM

DGS Quotes by TradingView
  • Ticker DGS
  • Sector ETFs
  • Industry ETFs
More about DGS
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