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 $40.2 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
702,311
Previous 680,695
3.18%
Holding current value
$40.2 Million
Previous $32.9 Million
17.98%
% of portfolio
0.4%
Previous 0.42%
Shares
4 transactions
Others Institutions Holding DGS
# of Institutions
249Shares Held
19.7MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS5.43MShares$310 Million0.26% of portfolio
-
Bank Of America Corp Charlotte, NC1.11MShares$63.2 Million0.0% of portfolio
-
National Bank Of Canada557KShares$31.9 Million0.03% of portfolio
-
Unison Advisors LLC534KShares$30.5 Million3.56% of portfolio
-
High Tower Advisors, LLC Chicago, IL508KShares$29 Million0.04% of portfolio