Laurel Wealth Planning LLC Wisdomtree Emerging Markets Sm Transaction History

Laurel Wealth Planning LLC

$153 Million
Q3 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 121,961 shares of DGS stock, worth $6.08 Million. This represents 4.28% of its overall portfolio holdings.

Number of Shares

121,961

Previous 129,154 5.57%

Holding current value

$6.08 Million

Previous $6.64 Million 1.43%

% of portfolio

4.28%

Previous 4.62%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

248

Shares Held

29.2M

Call Options Held

17.4K

Put Options Held

100

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About WISDOMTREE EMERGING MARKETS SM

Ticker DGS
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Laurel Wealth Planning LLC Wisdomtree Emerging Markets Sm Transaction History