Smart Money Group LLC Wisdomtree Emerging Markets Sm Transaction History

Smart Money Group LLC

$254 Million
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 27, 2021	SELL	$41.04 - $47.78 $1.99 Million - $2.31 Million	-48,394 Closed	0 $0
Q3 2020 Oct 29, 2020	BUY	$39.69 - $43.18 $942,002 - $1.02 Million	23,734 Added 96.24%	48,394 $2 Million
Q2 2020 Jul 29, 2020	SELL	$31.95 - $41.28 $36,870 - $47,637	-1,154 Reduced 4.47%	24,660 $962,000
Q1 2020 May 13, 2020	BUY	$29.43 - $48.44 $11,271 - $18,552	383 Added 1.51%	25,814 $853,000
Q4 2019 Feb 18, 2020	SELL	$43.95 - $47.82 $375,904 - $409,004	-8,553 Reduced 25.17%	25,431 $1.22 Million
Q3 2019 Nov 06, 2019	SELL	$44.11 - $46.68 $1,058 - $1,120	-24 Reduced 0.07%	33,984 $1.51 Million
Q2 2019 Jul 31, 2019	BUY	N/A	12,608 Added 58.92%	34,008 $1.6 Million
Q1 2019 May 03, 2019	BUY	N/A	21,400 New	21,400 $1.01 Million

Others Institutions Holding DGS

# of Institutions

253

Shares Held

24.9M

Call Options Held

0

Put Options Held

100

Creative Planning Overland Park, KS

8.92M
Shares

$446 Million
0.43% of portfolio
Bank Of America Corp Charlotte, NC

1.2M
Shares

$59.9 Million
0.01% of portfolio
Unison Advisors LLC

807K
Shares

$40.3 Million
5.06% of portfolio
Congress Wealth Management LLC Boston, MA

652K
Shares

$32.6 Million
0.46% of portfolio
High Tower Advisors, LLC Chicago, IL

536K
Shares

$26.8 Million
0.04% of portfolio

About WISDOMTREE EMERGING MARKETS SM

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