Steward Partners Investment Advisory, LLC Wisdomtree Emerging Markets Sm Transaction History

Steward Partners Investment Advisory, LLC

  • $9.37 Billion
  • Q2 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 103,676 shares of DGS stock, worth $5.43 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
103,676
Previous 107,341 3.41%
Holding current value
$5.43 Million
Previous $5.46 Million 2.31%
% of portfolio
0.06%
Previous 0.06%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$49.52 - $53.11 $181,490 - $194,648
-3,665 Reduced 3.41%
103,676 $5.33 Million
Q1 2024

May 15, 2024
BUY
$47.45 - $51.31 $86,311 - $93,332
1,819 Added 1.72%
107,341 $5.46 Million
Q4 2023

Feb 12, 2024
BUY
$43.82 - $49.92 $119,716 - $136,381
2,732 Added 2.66%
105,522 $5.27 Million
Q3 2023

Nov 13, 2023
BUY
$46.01 - $49.91 $45,733 - $49,610
994 Added 0.98%
102,790 $4.76 Million
Q2 2023

Aug 14, 2023
BUY
$45.15 - $48.6 $22,304 - $24,008
494 Added 0.49%
101,796 $4.74 Million
Q1 2023

May 15, 2023
BUY
$43.98 - $47.58 $373,434 - $404,001
8,491 Added 9.15%
101,302 $4.64 Million
Q4 2022

Feb 15, 2023
BUY
$39.34 - $44.97 $94,770 - $108,332
2,409 Added 2.66%
92,811 $4.08 Million
Q3 2022

Nov 10, 2022
BUY
$39.82 - $46.22 $67,813 - $78,712
1,703 Added 1.92%
90,402 $3.6 Million
Q2 2022

Aug 04, 2022
SELL
$44.64 - $54.52 $1.06 Million - $1.3 Million
-23,784 Reduced 21.14%
88,699 $3.96 Million
Q1 2022

May 02, 2022
BUY
$49.9 - $53.95 $57,933 - $62,635
1,161 Added 1.04%
112,483 $6 Million
Q4 2021

Feb 08, 2022
BUY
$51.06 - $53.98 $167,068 - $176,622
3,272 Added 3.03%
111,322 $5.89 Million
Q3 2021

Nov 12, 2021
BUY
$52.12 - $56.09 $121,074 - $130,297
2,323 Added 2.2%
108,050 $5.78 Million
Q2 2021

Aug 13, 2021
SELL
$51.32 - $55.14 $468,705 - $503,593
-9,133 Reduced 7.95%
105,727 $5.76 Million
Q1 2021

May 14, 2021
BUY
$46.98 - $51.36 $680,129 - $743,538
14,477 Added 14.42%
114,860 $0
Q4 2020

Feb 11, 2021
BUY
$41.04 - $47.78 $243,982 - $284,052
5,945 Added 6.3%
100,383 $4.79 Million
Q3 2020

Oct 30, 2020
BUY
$39.69 - $43.18 $385,389 - $419,277
9,710 Added 11.46%
94,438 $3.91 Million
Q2 2020

Aug 06, 2020
BUY
$31.95 - $41.28 $66,775 - $86,275
2,090 Added 2.53%
84,728 $3.31 Million
Q1 2020

Apr 29, 2020
SELL
$29.43 - $48.44 $406,281 - $668,714
-13,805 Reduced 14.31%
82,638 $2.73 Million
Q4 2019

Jan 17, 2020
BUY
$43.95 - $47.82 $4.19 Million - $4.56 Million
95,389 Added 9050.19%
96,443 $4.61 Million
Q3 2019

Oct 30, 2019
SELL
$44.11 - $46.68 $28,053 - $29,688
-636 Reduced 37.63%
1,054 $46,000
Q2 2019

Jul 25, 2019
BUY
N/A
1,690 New
1,690 $79,000
Q4 2018

Jan 15, 2019
SELL
N/A
-1,221 Closed
0 $0
Q3 2018

Oct 23, 2018
SELL
N/A
-993 Reduced 44.85%
1,221 $56,000
Q2 2018

Jul 20, 2018
BUY
N/A
2,214 New
2,214 $106,000
Q4 2017

Jan 19, 2018
SELL
N/A
-608 Closed
0 $0
Q3 2017

Nov 22, 2017
SELL
N/A
-122 Reduced 16.71%
608 $29,000
Q2 2017

Nov 22, 2017
BUY
N/A
730
730 $33,000

Others Institutions Holding DGS

# of Institutions
241
Shares Held
31.6M
Call Options Held
200
Put Options Held
0
View Full List

About WISDOMTREE EMERGING MARKETS SM

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