Family Wealth Partners, LLC Wisdomtree Emerging Markets Sm Transaction History

Family Wealth Partners, LLC

  • $210 Billion
  • Q4 2024

A detailed history of Family Wealth Partners, LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Family Wealth Partners, LLC holds 34,795 shares of DGS stock, worth $1.68 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
34,795
Previous 29,770 16.88%
Holding current value
$1.68 Million
Previous $1.6 Billion 6.48%
% of portfolio
0.81%
Previous 0.82%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$48.87 - $53.53 $245,571 - $268,988
5,025 Added 16.88%
34,795 $1.7 Billion
Q3 2024

Oct 09, 2024
SELL
$48.46 - $54.37 $64,064 - $71,877
-1,322 Reduced 4.25%
29,770 $1.6 Billion
Q2 2024

Jul 10, 2024
BUY
$49.52 - $53.11 $31,791 - $34,096
642 Added 2.11%
31,092 $1.6 Billion
Q1 2024

Apr 16, 2024
SELL
$47.45 - $51.31 $102,492 - $110,829
-2,160 Reduced 6.62%
30,450 $1.55 Billion
Q4 2023

Mar 20, 2024
BUY
$43.82 - $49.92 $1.43 Million - $1.63 Million
32,610 New
32,610 $1.63 Billion

Others Institutions Holding DGS

# of Institutions
245
Shares Held
29.2M
Call Options Held
17.4K
Put Options Held
100
View Full List

About WISDOMTREE EMERGING MARKETS SM

DGS Quotes by TradingView
  • Ticker DGS
  • Sector ETFs
  • Industry ETFs
More about DGS
Track This Portfolio

Track Family Wealth Partners, LLC Portfolio

Follow Family Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email