Financial Planning & Information Services, Inc. Wisdomtree Emerging Markets Sm Transaction History

Financial Planning & Information Services, Inc.

$725 Million
Q3 2024

A detailed history of Financial Planning & Information Services, Inc. transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 363,121 shares of DGS stock, worth $20.7 Million. This represents 2.69% of its overall portfolio holdings.

Number of Shares

363,121

Previous 375,434 3.28%

Holding current value

$20.7 Million

Previous $19.3 Million 0.97%

% of portfolio

2.69%

Previous 2.95%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$48.46 - $54.37 $596,687 - $669,457	-12,313 Reduced 3.28%	363,121 $19.5 Million
Q2 2024 Aug 13, 2024	SELL	$49.52 - $53.11 $638,956 - $685,278	-12,903 Reduced 3.32%	375,434 $19.3 Million
Q1 2024 May 14, 2024	SELL	$47.45 - $51.31 $2.78 Million - $3.01 Million	-58,587 Reduced 13.11%	388,337 $19.8 Million
Q3 2023 Nov 14, 2023	SELL	$46.01 - $49.91 $435,116 - $471,998	-9,457 Reduced 2.07%	446,924 $20.7 Million
Q2 2023 Aug 11, 2023	SELL	$45.15 - $48.6 $1.23 Million - $1.33 Million	-27,330 Reduced 5.65%	456,381 $21.2 Million
Q1 2023 May 02, 2023	SELL	$43.98 - $47.58 $677,819 - $733,302	-15,412 Reduced 3.09%	483,711 $22.1 Million
Q4 2022 Feb 13, 2023	BUY	$39.34 - $44.97 $108,224 - $123,712	2,751 Added 0.55%	499,123 $22 Million
Q3 2022 Oct 25, 2022	BUY	$39.82 - $46.22 $2.22 Million - $2.58 Million	55,815 Added 12.67%	496,372 $19.8 Million
Q2 2022 Jul 19, 2022	BUY	$44.64 - $54.52 $3.49 Million - $4.26 Million	78,105 Added 21.55%	440,557 $19.7 Million
Q1 2022 Apr 19, 2022	BUY	$49.9 - $53.95 $1.49 Million - $1.62 Million	29,958 Added 9.01%	362,452 $19.3 Million
Q4 2021 Feb 02, 2022	BUY	$51.06 - $53.98 $938,380 - $992,044	18,378 Added 5.85%	332,494 $17.6 Million
Q3 2021 Oct 13, 2021	BUY	$52.12 - $56.09 $119,354 - $128,446	2,290 Added 0.73%	314,116 $16.8 Million
Q2 2021 Jul 29, 2021	BUY	$51.32 - $55.14 $353,184 - $379,473	6,882 Added 2.26%	311,826 $17 Million
Q1 2021 Apr 20, 2021	BUY	$46.98 - $51.36 $173,168 - $189,312	3,686 Added 1.22%	304,944 $15.6 Million
Q4 2020 Feb 08, 2021	BUY	$41.04 - $47.78 $482,794 - $562,083	11,764 Added 4.06%	301,258 $14.4 Million
Q3 2020 May 24, 2021	BUY	$39.69 - $43.18 $67,869 - $73,837	1,710 Added 0.59%	289,494 $12 Million
Q2 2020 May 24, 2021	BUY	$31.95 - $41.28 $747,693 - $966,034	23,402 Added 8.85%	287,784 $11.2 Million
Q1 2020 May 24, 2021	BUY	$29.43 - $48.44 $633,480 - $1.04 Million	21,525 Added 8.86%	264,382 $8.73 Million
Q4 2019 May 24, 2021	BUY	$43.95 - $47.82 $681,488 - $741,496	15,506 Added 6.82%	242,857 $11.6 Million
Q3 2019 May 24, 2021	BUY	$44.11 - $46.68 $758,647 - $802,849	17,199 Added 8.18%	227,351 $10.1 Million
Q2 2019 May 24, 2021	BUY	N/A	12,260 Added 6.2%	210,152 $9.89 Million
Q1 2019 May 24, 2021	BUY	N/A	14,968 Added 8.18%	197,892 $9.32 Million
Q4 2018 May 24, 2021	BUY	N/A	60,168 Added 49.01%	182,924 $7.66 Million
Q3 2018 May 24, 2021	BUY	N/A	75,379 Added 159.1%	122,756 $5.6 Million
Q2 2018 May 24, 2021	BUY	N/A	27,983 Added 144.29%	47,377 $2.26 Million
Q1 2018 May 24, 2021	BUY	N/A	19,394 New	19,394 $1.05 Million

Others Institutions Holding DGS

# of Institutions

249

Shares Held

19.7M

Call Options Held

Put Options Held

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About WISDOMTREE EMERGING MARKETS SM

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Financial Planning & Information Services, Inc. Wisdomtree Emerging Markets Sm Transaction History