Ellevest, Inc. Wisdomtree Emerging Markets Sm Transaction History

Ellevest, Inc.

$608 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 08, 2019	SELL	$44.11 - $46.68 $5,293 - $5,601	-120 Closed	0 $0
Q4 2018 Jan 25, 2019	BUY	N/A	120 New	120 $5,000

Others Institutions Holding DGS

# of Institutions

251

Shares Held

19.5M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

5.43M
Shares

$307 Million
0.26% of portfolio
Bank Of America Corp Charlotte, NC

1.11M
Shares

$62.6 Million
0.0% of portfolio
Congress Wealth Management LLC Boston, MA

702K
Shares

$39.8 Million
0.4% of portfolio
National Bank Of Canada

557K
Shares

$31.5 Million
0.03% of portfolio
High Tower Advisors, LLC Chicago, IL

510K
Shares

$28.9 Million
0.03% of portfolio

About WISDOMTREE EMERGING MARKETS SM

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