Discipline Wealth Solutions, LLC Wisdomtree Emerging Markets Sm Transaction History

Discipline Wealth Solutions, LLC

  • $198 Million
  • Q1 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 4,228 shares of DGS stock, worth $224,168. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,228
Previous 4,103 3.05%
Holding current value
$224,168
Previous $200,000 2.0%
% of portfolio
0.1%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$47.4 - $50.24 $5,925 - $6,280
125 Added 3.05%
4,228 $204,000
Q4 2024

Feb 26, 2025
SELL
$48.87 - $53.53 $19,157 - $20,983
-392 Reduced 8.72%
4,103 $200,000
Q3 2024

Nov 19, 2024
BUY
$48.46 - $54.37 $217,827 - $244,393
4,495 New
4,495 $241,000

Others Institutions Holding DGS

# of Institutions
245
Shares Held
21.9M
Call Options Held
200
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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