Integrated Wealth Concepts LLC Wisdomtree Emerging Markets Sm Transaction History

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 6,771 shares of DGS stock, worth $358,998. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,771
Previous 14,360 52.85%
Holding current value
$358,998
Previous $702,000 53.42%
% of portfolio
0.0%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$47.4 - $50.24 $359,718 - $381,271
-7,589 Reduced 52.85%
6,771 $327,000
Q4 2024

Feb 14, 2025
BUY
$48.87 - $53.53 $201,295 - $220,490
4,119 Added 40.22%
14,360 $702,000
Q3 2024

Nov 14, 2024
SELL
$48.46 - $54.37 $46,618 - $52,303
-962 Reduced 8.59%
10,241 $549,000
Q2 2024

Aug 14, 2024
BUY
$49.52 - $53.11 $554,772 - $594,991
11,203 New
11,203 $576,000
Q3 2023

Nov 15, 2023
BUY
$46.01 - $49.91 $535,096 - $580,453
11,630 New
11,630 $538,000
Q2 2022

Aug 08, 2022
SELL
$44.64 - $54.52 $288,776 - $352,689
-6,469 Closed
0 $0
Q1 2022

May 12, 2022
BUY
$49.9 - $53.95 $322,803 - $349,002
6,469 New
6,469 $345,000

Others Institutions Holding DGS

# of Institutions
245
Shares Held
21.9M
Call Options Held
200
Put Options Held
0
View Full List

About WISDOMTREE EMERGING MARKETS SM

DGS Quotes by TradingView
  • Ticker DGS
  • Sector ETFs
  • Industry ETFs
More about DGS
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