Sound Financial Strategies Group, LLC Wisdomtree Tr Emerging Mkts Qu Transaction History

Sound Financial Strategies Group, LLC

$128 Million
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 02, 2023	BUY	$21.34 - $23.78 $1.15 Million - $1.28 Million	53,977 New	53,977 $1.22 Million

Others Institutions Holding DGRE

# of Institutions

56

Shares Held

3.4M

Call Options Held

0

Put Options Held

0

One Capital Management, LLC Westlake Village, CA

1.12M
Shares

$33 Million
1.19% of portfolio
Lpl Financial LLC Fort Mill, SC

608K
Shares

$18 Million
0.01% of portfolio
Simpli Fi, Inc.

200K
Shares

$5.92 Million
3.17% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

156K
Shares

$4.62 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

132K
Shares

$3.9 Million
0.01% of portfolio

About WISDOMTREE TR EMERGING MKTS QU

Ticker DGRE
Sector ETFs
Industry ETFs

More about DGRE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound Financial Strategies Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Financial Strategies Group, LLC with notifications on news.