Discipline Wealth Solutions, LLC Wisdomtree Emerging Markets Sm Transaction History
Discipline Wealth Solutions, LLC
- $246 Million
- Q2 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 8,932 shares of DGS stock, worth $497,780. This represents 0.2% of its overall portfolio holdings.
Number of Shares
8,932
Previous 4,228
111.26%
Holding current value
$497,780
Previous $204,000
141.67%
% of portfolio
0.2%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding DGS
# of Institutions
246Shares Held
21.9MCall Options Held
200Put Options Held
0-
Creative Planning Overland Park, KS7.04MShares$392 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC1.1MShares$61 Million0.0% of portfolio
-
Unison Advisors LLC719KShares$40 Million4.45% of portfolio
-
Congress Wealth Management LLC Boston, MA681KShares$37.9 Million0.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL572KShares$31.9 Million0.04% of portfolio