Cyndeo Wealth Partners, LLC Wisdomtree Emerging Markets Sm Transaction History

Cyndeo Wealth Partners, LLC

$1.42 Billion
Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 5,830 shares of DGS stock, worth $290,275. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,830

Previous 5,822 0.14%

Holding current value

$290,275

Previous $312,000 8.65%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$48.87 - $53.53 $390 - $428	8 Added 0.14%	5,830 $285,000
Q3 2024 Oct 18, 2024	BUY	$48.46 - $54.37 $726 - $815	15 Added 0.26%	5,822 $312,000
Q2 2024 Jul 30, 2024	BUY	$49.52 - $53.11 $841 - $902	17 Added 0.29%	5,807 $298,000
Q1 2024 Apr 16, 2024	BUY	$47.45 - $51.31 $47 - $51	1 Added 0.02%	5,790 $294,000
Q4 2023 Jan 12, 2024	SELL	$43.82 - $49.92 $17,878 - $20,367	-408 Reduced 6.58%	5,789 $288,000
Q3 2023 Oct 10, 2023	BUY	$46.01 - $49.91 $285,123 - $309,292	6,197 New	6,197 $286,000

Others Institutions Holding DGS

# of Institutions

255

Shares Held

25.3M

Call Options Held

300

Put Options Held

100

View Full List

About WISDOMTREE EMERGING MARKETS SM

Ticker DGS
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Cyndeo Wealth Partners, LLC Wisdomtree Emerging Markets Sm Transaction History