Ae Wealth Management LLC Wisdomtree Emerging Markets Sm Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Ae Wealth Management LLC holds 13 shares of DGS stock, worth $616. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$616

% of portfolio

0.0%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$48.87 - $53.53 $635 - $695	13 New	13 $0
Q4 2018 Feb 15, 2019	SELL	N/A	-4,628 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	4,628 New	4,628 $211,000

Others Institutions Holding DGS

# of Institutions

254

Shares Held

25M

Call Options Held

Put Options Held

100

Creative Planning Overland Park, KS

8.92M
Shares

$423 Million
0.43% of portfolio
Bank Of America Corp Charlotte, NC

1.2M
Shares

$56.9 Million
0.01% of portfolio
Unison Advisors LLC

807K
Shares

$38.3 Million
5.06% of portfolio
Congress Wealth Management LLC Boston, MA

652K
Shares

$30.9 Million
0.46% of portfolio
High Tower Advisors, LLC Chicago, IL

536K
Shares

$25.4 Million
0.04% of portfolio

View Full List

About WISDOMTREE EMERGING MARKETS SM

Ticker DGS
Sector ETFs
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Ae Wealth Management LLC Wisdomtree Emerging Markets Sm Transaction History