Avaii Wealth Management, LLC Wisdomtree Emerging Markets Sm Transaction History

Avaii Wealth Management, LLC

$229 Million
Q3 2025

A detailed history of Avaii Wealth Management, LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 4,441 shares of DGS stock, worth $254,558. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,441

Previous 4,444 0.07%

Holding current value

$254,558

Previous $245,000 3.27%

% of portfolio

0.11%

Previous 0.13%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$54.85 - $58.99 $164 - $176	-3 Reduced 0.07%	4,441 $253,000
Q2 2025 Jul 15, 2025	SELL	$43.34 - $55.24 $15,732 - $20,052	-363 Reduced 7.55%	4,444 $245,000
Q1 2025 Apr 16, 2025	SELL	$47.4 - $50.24 $711 - $753	-15 Reduced 0.31%	4,807 $233,000
Q4 2024 Jan 21, 2025	SELL	$48.87 - $53.53 $138,839 - $152,078	-2,841 Reduced 37.07%	4,822 $235,000
Q3 2024 Oct 16, 2024	SELL	$48.46 - $54.37 $521,138 - $584,694	-10,754 Reduced 58.39%	7,663 $411,000

Q2 2024 Jul 31, 2024	SELL	$49.52 - $53.11 $129,494 - $138,882	-2,615 Reduced 12.43%	18,417 $947,000
Q1 2024 Apr 29, 2024	SELL	$47.45 - $51.31 $65,670 - $71,013	-1,384 Reduced 6.17%	21,032 $1.07 Million
Q4 2023 Feb 05, 2024	BUY	$43.82 - $49.92 $63,977 - $72,883	1,460 Added 6.97%	22,416 $1.12 Million
Q3 2023 Oct 24, 2023	BUY	$46.01 - $49.91 $27,421 - $29,746	596 Added 2.93%	20,956 $969,000
Q2 2023 Jul 31, 2023	SELL	$45.15 - $48.6 $90,119 - $97,005	-1,996 Reduced 8.93%	20,360 $947,000
Q1 2023 Apr 10, 2023	BUY	$43.98 - $47.58 $14,733 - $15,939	335 Added 1.52%	22,356 $1.02 Million
Q4 2022 Jan 25, 2023	BUY	$39.34 - $44.97 $118,452 - $135,404	3,011 Added 15.84%	22,021 $0
Q3 2022 Nov 14, 2022	BUY	$39.82 - $46.22 $756,978 - $878,642	19,010 New	19,010 $757,000

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

Ticker DGS
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Avaii Wealth Management, LLC Wisdomtree Emerging Markets Sm Transaction History