Hb Wealth Management, LLC Wisdomtree Emerging Markets Sm Transaction History

Hb Wealth Management, LLC

$8.6 Billion
Q2 2024

A detailed history of Hb Wealth Management, LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Hb Wealth Management, LLC holds 4,306 shares of DGS stock, worth $232,997. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,306

Previous 4,277 0.68%

Holding current value

$232,997

Previous $217,000 1.84%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	BUY	$49.52 - $53.11 $1,436 - $1,540	29 Added 0.68%	4,306 $221,000
Q1 2024 Apr 30, 2024	BUY	$47.45 - $51.31 $142 - $153	3 Added 0.07%	4,277 $217,000
Q4 2023 Jan 16, 2024	SELL	$43.82 - $49.92 $51,926 - $59,155	-1,185 Reduced 21.71%	4,274 $213,000
Q3 2023 Oct 13, 2023	BUY	$46.01 - $49.91 $251,168 - $272,458	5,459 New	5,459 $252,000
Q2 2022 Jul 15, 2022	SELL	$44.64 - $54.52 $49,684 - $60,680	-1,113 Reduced 19.24%	4,671 $209,000
Q1 2022 May 16, 2022	SELL	$49.9 - $53.95 $59,780 - $64,632	-1,198 Reduced 17.16%	5,784 $308,000
Q4 2021 Feb 15, 2022	BUY	$51.06 - $53.98 $356,500 - $376,888	6,982 New	6,982 $369,000

Others Institutions Holding DGS

# of Institutions

241

Shares Held

31.6M

Call Options Held

200

Put Options Held

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About WISDOMTREE EMERGING MARKETS SM

Ticker DGS
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Hb Wealth Management, LLC Wisdomtree Emerging Markets Sm Transaction History