Sterling Financial Planning, Inc. Wisdomtree Emerging Markets Sm Transaction History

Sterling Financial Planning, Inc.

$263 Million
Q3 2024

A detailed history of Sterling Financial Planning, Inc. transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 39,862 shares of DGS stock, worth $2.01 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

39,862

Previous 39,123 1.89%

Holding current value

$2.01 Million

Previous $2.01 Million 6.36%

% of portfolio

0.81%

Previous 0.84%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$48.46 - $54.37 $35,811 - $40,179	739 Added 1.89%	39,862 $2.14 Million
Q2 2024 Jul 30, 2024	BUY	$49.52 - $53.11 $51,401 - $55,128	1,038 Added 2.73%	39,123 $2.01 Million
Q1 2024 May 06, 2024	BUY	$47.45 - $51.31 $50,581 - $54,696	1,066 Added 2.88%	38,085 $1.94 Million
Q4 2023 Jan 31, 2024	BUY	$43.82 - $49.92 $17,089 - $19,468	390 Added 1.06%	37,019 $1.85 Million
Q3 2023 Nov 03, 2023	BUY	$46.01 - $49.91 $21,578 - $23,407	469 Added 1.3%	36,629 $1.69 Million
Q2 2023 Jul 28, 2023	BUY	$45.15 - $48.6 $92,783 - $99,873	2,055 Added 6.03%	36,160 $1.68 Million
Q1 2023 May 03, 2023	SELL	$43.98 - $47.58 $30,214 - $32,687	-687 Reduced 1.97%	34,105 $1.56 Million
Q4 2022 Feb 06, 2023	SELL	$39.34 - $44.97 $3,265 - $3,732	-83 Reduced 0.24%	34,792 $1.53 Million
Q3 2022 Nov 01, 2022	BUY	$39.82 - $46.22 $34,922 - $40,534	877 Added 2.58%	34,875 $1.39 Million
Q2 2022 Jul 27, 2022	BUY	$44.64 - $54.52 $123,608 - $150,965	2,769 Added 8.87%	33,998 $1.52 Million
Q1 2022 May 10, 2022	BUY	$49.9 - $53.95 $38,522 - $41,649	772 Added 2.53%	31,229 $1.67 Million
Q4 2021 Feb 02, 2022	BUY	$51.06 - $53.98 $70,360 - $74,384	1,378 Added 4.74%	30,457 $1.61 Million
Q3 2021 Oct 28, 2021	BUY	$52.12 - $56.09 $377,348 - $406,091	7,240 Added 33.15%	29,079 $1.56 Million
Q2 2021 Aug 02, 2021	BUY	$51.32 - $55.14 $471,887 - $507,012	9,195 Added 72.72%	21,839 $1.19 Million
Q1 2021 Apr 28, 2021	BUY	$46.98 - $51.36 $468,766 - $512,470	9,978 Added 374.27%	12,644 $648,000
Q4 2020 Feb 10, 2021	BUY	$41.04 - $47.78 $109,412 - $127,381	2,666 New	2,666 $127,000

Others Institutions Holding DGS

# of Institutions

247

Shares Held

29.2M

Call Options Held

17.4K

Put Options Held

100

View Full List

About WISDOMTREE EMERGING MARKETS SM

Ticker DGS
Sector ETFs
Industry ETFs

More about DGS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Financial Planning, Inc. with notifications on news.

Account

Sterling Financial Planning, Inc. Wisdomtree Emerging Markets Sm Transaction History