A detailed history of Occidental Asset Management, LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Occidental Asset Management, LLC holds 24,699 shares of DGS stock, worth $1.23 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
24,699
Previous 24,717 0.07%
Holding current value
$1.23 Million
Previous $1.27 Million 4.33%
% of portfolio
0.22%
Previous 0.22%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

SELL
$48.46 - $54.37 $872 - $978
-18 Reduced 0.07%
24,699 $1.33 Million
Q2 2024

Jul 15, 2024

BUY
$49.52 - $53.11 $61,305 - $65,750
1,238 Added 5.27%
24,717 $1.27 Million
Q1 2024

Apr 16, 2024

BUY
$47.45 - $51.31 $31,696 - $34,275
668 Added 2.93%
23,479 $1.19 Million
Q4 2023

Jan 18, 2024

BUY
$43.82 - $49.92 $8,062 - $9,185
184 Added 0.81%
22,811 $1.14 Million
Q3 2023

Oct 18, 2023

BUY
$46.01 - $49.91 $218,409 - $236,922
4,747 Added 26.55%
22,627 $1.05 Million
Q2 2023

Jul 11, 2023

BUY
$45.15 - $48.6 $807,282 - $868,968
17,880 New
17,880 $831,000

Others Institutions Holding DGS

About WISDOMTREE EMERGING MARKETS SM


  • Ticker DGS
  • Sector ETFs
  • Industry ETFs
More about DGS
Track This Portfolio

Track Occidental Asset Management, LLC Portfolio

Follow Occidental Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Occidental Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Occidental Asset Management, LLC with notifications on news.