Laurel Wealth Planning LLC Wisdomtree Emerging Markets Sm Transaction History

Laurel Wealth Planning LLC

  • $155 Million
  • Q4 2024

A detailed history of Laurel Wealth Planning LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 108,409 shares of DGS stock, worth $5.26 Million. This represents 3.42% of its overall portfolio holdings.

Number of Shares
108,409
Previous 121,961 11.11%
Holding current value
$5.26 Million
Previous $6.55 Million 19.03%
% of portfolio
3.42%
Previous 4.28%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
$48.87 - $53.53 $662,286 - $725,438
-13,552 Reduced 11.11%
108,409 $5.3 Million
Q3 2024

Oct 28, 2024
SELL
$48.46 - $54.37 $348,572 - $391,083
-7,193 Reduced 5.57%
121,961 $6.55 Million
Q2 2024

Jul 25, 2024
BUY
$49.52 - $53.11 $193,920 - $207,978
3,916 Added 3.13%
129,154 $6.64 Million
Q1 2024

Apr 22, 2024
BUY
$47.45 - $51.31 $559,340 - $604,842
11,788 Added 10.39%
125,238 $6.37 Million
Q4 2023

Feb 09, 2024
BUY
$43.82 - $49.92 $4.14 Million - $4.71 Million
94,390 Added 495.23%
113,450 $5.66 Million
Q3 2023

Oct 27, 2023
BUY
$46.01 - $49.91 $97,863 - $106,158
2,127 Added 12.56%
19,060 $882,000
Q2 2023

Jul 19, 2023
BUY
$45.15 - $48.6 $133,779 - $144,001
2,963 Added 21.21%
16,933 $788,000
Q1 2023

Apr 18, 2023
BUY
$43.98 - $47.58 $110,213 - $119,235
2,506 Added 21.86%
13,970 $640,000
Q4 2022

Feb 01, 2023
BUY
$39.34 - $44.97 $450,993 - $515,536
11,464 New
11,464 $504,000

Others Institutions Holding DGS

# of Institutions
255
Shares Held
25M
Call Options Held
0
Put Options Held
100
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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