United Capital Financial Advisers, LLC Wisdomtree Emerging Markets Sm Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 9,919 shares of DGS stock, worth $499,024. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,919
Previous 10,297 3.67%
Holding current value
$499,024
Previous $529,000 0.57%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024
SELL
$48.46 - $54.37 $18,317 - $20,551
-378 Reduced 3.67%
9,919 $532,000
Q2 2024

Aug 14, 2024
SELL
$49.52 - $53.11 $2,030 - $2,177
-41 Reduced 0.4%
10,297 $529,000
Q1 2024

May 15, 2024
SELL
$47.45 - $51.31 $1,803 - $1,949
-38 Reduced 0.37%
10,338 $525,000
Q4 2023

Feb 14, 2024
SELL
$43.82 - $49.92 $1,665 - $1,896
-38 Reduced 0.36%
10,376 $517,000
Q2 2023

Aug 14, 2023
SELL
$45.15 - $48.6 $20,723 - $22,307
-459 Reduced 4.22%
10,414 $484,000
Q1 2023

Aug 14, 2023
BUY
$43.98 - $47.58 $11,390 - $12,323
259 Added 2.49%
10,673 $488,000
Q1 2023

May 15, 2023
BUY
$43.98 - $47.58 $6,992 - $7,565
159 Added 1.48%
10,873 $497,000
Q4 2022

Feb 14, 2023
SELL
$39.34 - $44.97 $12,392 - $14,165
-315 Reduced 2.86%
10,714 $471,000
Q3 2022

Nov 14, 2022
SELL
$39.82 - $46.22 $120,973 - $140,416
-3,038 Reduced 21.6%
11,029 $439,000
Q1 2022

May 16, 2022
BUY
$49.9 - $53.95 $1,796 - $1,942
36 Added 0.26%
14,067 $750,000
Q3 2021

Nov 15, 2021
BUY
$52.12 - $56.09 $57,592 - $61,979
1,105 Added 8.55%
14,031 $750,000
Q1 2021

May 14, 2021
SELL
$46.98 - $51.36 $63,376 - $69,284
-1,349 Reduced 9.45%
12,926 $663,000
Q4 2020

Feb 17, 2021
SELL
$41.04 - $47.78 $576,119 - $670,735
-14,038 Reduced 49.58%
14,275 $681,000
Q3 2020

Nov 13, 2020
SELL
$39.69 - $43.18 $32,347 - $35,191
-815 Reduced 2.8%
28,313 $1.17 Million
Q2 2020

Aug 13, 2020
BUY
$31.95 - $41.28 $4,920 - $6,357
154 Added 0.53%
29,128 $1.14 Million
Q1 2020

May 15, 2020
SELL
$29.43 - $48.44 $280,644 - $461,923
-9,536 Reduced 24.76%
28,974 $957,000
Q4 2019

Feb 14, 2020
SELL
$43.95 - $47.82 $43,334 - $47,150
-986 Reduced 2.5%
38,510 $1.84 Million
Q3 2019

Nov 14, 2019
BUY
$44.11 - $46.68 $60,915 - $64,465
1,381 Added 3.62%
39,496 $1.75 Million
Q2 2019

Aug 13, 2019
BUY
N/A
1,088 Added 2.94%
38,115 $1.79 Million
Q1 2019

May 14, 2019
SELL
N/A
-7,392 Reduced 16.64%
37,027 $1.74 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-4,878 Reduced 9.9%
44,419 $1.86 Million
Q3 2018

Nov 14, 2018
BUY
N/A
591 Added 1.21%
49,297 $2.25 Million
Q2 2018

Aug 14, 2018
BUY
N/A
3,920 Added 8.75%
48,706 $2.32 Million
Q1 2018

May 15, 2018
BUY
N/A
44,786 New
44,786 $2.42 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-39,361 Closed
0 $0
Q3 2017

Nov 14, 2017
BUY
N/A
11,330 Added 40.42%
39,361 $1.93 Million
Q2 2017

Aug 14, 2017
BUY
N/A
28,031
28,031 $1.28 Million

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

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