Great Point Wealth Advisors, LLC Wisdomtree Emerging Markets Sm Transaction History

Great Point Wealth Advisors, LLC

$450 Million
Q4 2024

A detailed history of Great Point Wealth Advisors, LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 77,420 shares of DGS stock, worth $3.76 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

77,420

Previous 84,305 8.17%

Holding current value

$3.76 Million

Previous $4.53 Million 16.35%

% of portfolio

0.84%

Previous 0.99%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$48.87 - $53.53 $336,469 - $368,554	-6,885 Reduced 8.17%	77,420 $3.79 Million
Q3 2024 Oct 18, 2024	SELL	$48.46 - $54.37 $24,084 - $27,021	-497 Reduced 0.59%	84,305 $4.53 Million
Q2 2024 Jul 29, 2024	SELL	$49.52 - $53.11 $313,015 - $335,708	-6,321 Reduced 6.94%	84,802 $4.36 Million
Q1 2024 May 09, 2024	SELL	$47.45 - $51.31 $8.72 Million - $9.43 Million	-183,751 Reduced 66.85%	91,123 $4.63 Million
Q4 2023 Jan 22, 2024	BUY	$43.82 - $49.92 $631,314 - $719,197	14,407 Added 5.53%	274,874 $13.7 Million
Q3 2023 Oct 13, 2023	BUY	$46.01 - $49.91 $296,258 - $321,370	6,439 Added 2.53%	260,467 $12 Million
Q2 2023 Aug 02, 2023	BUY	$45.15 - $48.6 $420,798 - $452,952	9,320 Added 3.81%	254,028 $11.8 Million
Q1 2023 May 12, 2023	BUY	$43.98 - $47.58 $385,484 - $417,038	8,765 Added 3.71%	244,708 $11.2 Million
Q4 2022 Feb 07, 2023	SELL	$39.34 - $44.97 $2.34 Million - $2.68 Million	-59,551 Reduced 20.15%	235,943 $10.4 Million
Q3 2022 Nov 09, 2022	BUY	$39.82 - $46.22 $371,600 - $431,325	9,332 Added 3.26%	295,494 $11.8 Million
Q2 2022 Aug 25, 2022	SELL	$44.64 - $54.52 $939,538 - $1.15 Million	-21,047 Reduced 6.85%	286,162 $12.8 Million
Q1 2022 May 03, 2022	SELL	$49.9 - $53.95 $42,614 - $46,073	-854 Reduced 0.28%	307,209 $16.4 Million
Q4 2021 Feb 09, 2022	BUY	$51.06 - $53.98 $285,119 - $301,424	5,584 Added 1.85%	308,063 $16.3 Million
Q3 2021 Nov 03, 2021	BUY	$52.12 - $56.09 $286,712 - $308,551	5,501 Added 1.85%	302,479 $16.2 Million
Q2 2021 Aug 12, 2021	BUY	$51.32 - $55.14 $655,356 - $704,137	12,770 Added 4.49%	296,978 $16.2 Million
Q1 2021 May 11, 2021	BUY	$46.98 - $51.36 $743,223 - $812,515	15,820 Added 5.89%	284,208 $14.6 Million
Q4 2020 Jan 29, 2021	BUY	$41.04 - $47.78 $553,096 - $643,931	13,477 Added 5.29%	268,388 $12.8 Million
Q2 2020 Jul 24, 2020	BUY	$31.95 - $41.28 $480,400 - $620,686	15,036 Added 6.27%	254,911 $9.94 Million
Q1 2020 May 13, 2020	BUY	$29.43 - $48.44 $118,190 - $194,535	4,016 Added 1.7%	239,875 $7.92 Million
Q4 2019 Feb 28, 2020	BUY	$43.95 - $47.82 $573,195 - $623,668	13,042 Added 5.85%	235,859 $11.3 Million
Q3 2019 Oct 17, 2019	BUY	$44.11 - $46.68 $1.18 Million - $1.25 Million	26,718 Added 13.62%	222,817 $9.87 Million
Q2 2019 Aug 06, 2019	BUY	N/A	8,247 Added 4.39%	196,099 $9.23 Million
Q1 2019 May 15, 2019	BUY	N/A	12,783 Added 7.3%	187,852 $8.85 Million
Q4 2018 Feb 14, 2019	BUY	N/A	175,069 New	175,069 $7.33 Million

Others Institutions Holding DGS

# of Institutions

246

Shares Held

28.9M

Call Options Held

17.4K

Put Options Held

100

View Full List

About WISDOMTREE EMERGING MARKETS SM

Ticker DGS
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Great Point Wealth Advisors, LLC Wisdomtree Emerging Markets Sm Transaction History