Jfs Wealth Advisors, LLC Wisdomtree Emerging Markets Sm Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 8,430 shares of DGS stock, worth $424,113. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,430

Previous 8,305 1.51%

Holding current value

$424,113

Previous $427,000 5.85%

% of portfolio

0.03%

Previous 0.03%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$48.46 - $54.37 $6,057 - $6,796	125 Added 1.51%	8,430 $452,000
Q2 2024 Jul 15, 2024	SELL	$49.52 - $53.11 $36,298 - $38,929	-733 Reduced 8.11%	8,305 $427,000
Q1 2024 Apr 30, 2024	SELL	$47.45 - $51.31 $10,391 - $11,236	-219 Reduced 2.37%	9,038 $459,000
Q4 2023 Feb 07, 2024	SELL	$43.82 - $49.92 $15,468 - $17,621	-353 Reduced 3.67%	9,257 $462,000
Q3 2023 Nov 02, 2023	SELL	$46.01 - $49.91 $20,336 - $22,060	-442 Reduced 4.4%	9,610 $444,000
Q2 2023 Aug 07, 2023	BUY	$45.15 - $48.6 $3,115 - $3,353	69 Added 0.69%	10,052 $467,000
Q1 2023 Apr 19, 2023	SELL	$43.98 - $47.58 $9,279 - $10,039	-211 Reduced 2.07%	9,983 $457,000
Q4 2022 Feb 13, 2023	SELL	$39.34 - $44.97 $57,869 - $66,150	-1,471 Reduced 12.61%	10,194 $448,000
Q3 2022 Oct 21, 2022	SELL	$39.82 - $46.22 $53,040 - $61,565	-1,332 Reduced 10.25%	11,665 $464,000
Q2 2022 Aug 02, 2022	SELL	$44.64 - $54.52 $133 - $163	-3 Reduced 0.02%	12,997 $580,000
Q1 2022 May 02, 2022	SELL	$49.9 - $53.95 $4,041 - $4,369	-81 Reduced 0.62%	13,000 $693,000
Q4 2021 Feb 03, 2022	BUY	$51.06 - $53.98 $3,114 - $3,292	61 Added 0.47%	13,081 $692,000
Q3 2021 Nov 09, 2021	SELL	$52.12 - $56.09 $20,066 - $21,594	-385 Reduced 2.87%	13,020 $696,000
Q2 2021 Aug 04, 2021	BUY	$51.32 - $55.14 $3,900 - $4,190	76 Added 0.57%	13,405 $730,000
Q1 2021 Apr 28, 2021	SELL	$46.98 - $51.36 $105,751 - $115,611	-2,251 Reduced 14.45%	13,329 $684,000
Q4 2020 Feb 01, 2021	SELL	$41.04 - $47.78 $63,694 - $74,154	-1,552 Reduced 9.06%	15,580 $743,000
Q3 2020 Oct 28, 2020	SELL	$39.69 - $43.18 $17,463 - $18,999	-440 Reduced 2.5%	17,132 $708,000
Q2 2020 Aug 05, 2020	SELL	$31.95 - $41.28 $105,307 - $136,058	-3,296 Reduced 15.79%	17,572 $685,000
Q1 2020 Apr 29, 2020	BUY	$29.43 - $48.44 $8,711 - $14,338	296 Added 1.44%	20,868 $689,000
Q4 2019 Feb 03, 2020	BUY	$43.95 - $47.82 $8,394 - $9,133	191 Added 0.94%	20,572 $984,000
Q3 2019 Oct 31, 2019	BUY	$44.11 - $46.68 $8,248 - $8,729	187 Added 0.93%	20,381 $903,000
Q2 2019 Aug 06, 2019	SELL	N/A	-587 Reduced 2.82%	20,194 $950,000
Q1 2019 Apr 23, 2019	SELL	N/A	-1,727 Reduced 7.67%	20,781 $979,000
Q4 2018 Jan 28, 2019	SELL	N/A	-299 Reduced 1.31%	22,508 $943,000
Q3 2018 Nov 09, 2018	SELL	N/A	-494 Reduced 2.12%	22,807 $1.04 Million
Q2 2018 Jul 26, 2018	SELL	N/A	-2,456 Reduced 9.54%	23,301 $1.11 Million
Q1 2018 Apr 26, 2018	SELL	N/A	-5,216 Reduced 16.84%	25,757 $1.39 Million
Q4 2017 Jan 31, 2018	SELL	N/A	-1,422 Reduced 4.39%	30,973 $1.62 Million
Q3 2017 Oct 20, 2017	BUY	N/A	32,395	32,395 $1.59 Million

Others Institutions Holding DGS

# of Institutions

247

Shares Held

29.2M

Call Options Held

17.4K

Put Options Held

100

View Full List

About WISDOMTREE EMERGING MARKETS SM

Ticker DGS
Sector ETFs
Industry ETFs

More about DGS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Account

Jfs Wealth Advisors, LLC Wisdomtree Emerging Markets Sm Transaction History