Invenio Wealth Partners LLC Wisdomtree Emerging Markets Sm Transaction History

Invenio Wealth Partners LLC

$239 Billion
Q4 2024

A detailed history of Invenio Wealth Partners LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 87,912 shares of DGS stock, worth $4.27 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares

87,912

Previous 78,058 12.62%

Holding current value

$4.27 Million

Previous $4.19 Billion 2.6%

% of portfolio

1.8%

Previous 1.81%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$48.87 - $53.53 $481,564 - $527,484	9,854 Added 12.62%	87,912 $4.3 Billion
Q3 2024 Nov 13, 2024	BUY	$48.46 - $54.37 $470,207 - $527,552	9,703 Added 14.2%	78,058 $4.19 Billion
Q2 2024 Aug 12, 2024	BUY	$49.52 - $53.11 $359,218 - $385,259	7,254 Added 11.87%	68,355 $3.52 Billion
Q1 2024 May 09, 2024	BUY	$47.45 - $51.31 $1.59 Million - $1.72 Million	33,501 Added 121.38%	61,101 $3.11 Billion
Q4 2023 Feb 09, 2024	BUY	$43.82 - $49.92 $393,328 - $448,081	8,976 Added 48.2%	27,600 $1.38 Billion
Q3 2023 Nov 13, 2023	BUY	$46.01 - $49.91 $856,890 - $929,523	18,624 New	18,624 $862 Million

Others Institutions Holding DGS

# of Institutions

255

Shares Held

25M

Call Options Held

Put Options Held

100

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About WISDOMTREE EMERGING MARKETS SM

Ticker DGS
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Invenio Wealth Partners LLC Wisdomtree Emerging Markets Sm Transaction History