Focused Wealth Management, Inc Wisdomtree Emerging Markets Sm Transaction History

Focused Wealth Management, Inc

$906 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 07, 2018	SELL	N/A	-17 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	17	17 $1,000

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

Ticker DGS
Sector ETFs
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