Cascade Financial Partners, LLC Wisdomtree Emerging Markets Sm Transaction History

Cascade Financial Partners, LLC

$872 Billion
Q3 2025

A detailed history of Cascade Financial Partners, LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 135,047 shares of DGS stock, worth $7.74 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

135,047

Previous 133,453 1.19%

Holding current value

$7.74 Million

Previous $7.37 Billion 4.6%

% of portfolio

0.88%

Previous 0.89%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$54.85 - $58.99 $87,430 - $94,030	1,594 Added 1.19%	135,047 $7.71 Billion
Q2 2025 Aug 07, 2025	SELL	$43.34 - $55.24 $213,362 - $271,946	-4,923 Reduced 3.56%	133,453 $7.37 Billion
Q1 2025 May 13, 2025	BUY	$47.4 - $50.24 $374,791 - $397,247	7,907 Added 6.06%	138,376 $6.68 Billion
Q4 2024 Feb 07, 2025	BUY	$48.87 - $53.53 $230,959 - $252,982	4,726 Added 3.76%	130,469 $6.38 Billion
Q3 2024 Oct 24, 2024	BUY	$48.46 - $54.37 $212,836 - $238,793	4,392 Added 3.62%	125,743 $6.55 Billion

Q2 2024 Jul 31, 2024	BUY	$49.52 - $53.11 $236,309 - $253,440	4,772 Added 4.09%	121,351 $6.24 Billion
Q1 2024 May 14, 2024	BUY	$47.45 - $51.31 $5.53 Million - $5.98 Million	116,579 New	116,579 $5.89 Billion

Others Institutions Holding DGS

# of Institutions

257

Shares Held

19.7M

Call Options Held

Put Options Held

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About WISDOMTREE EMERGING MARKETS SM

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Cascade Financial Partners, LLC Wisdomtree Emerging Markets Sm Transaction History