Cove Private Wealth, LLC Wisdomtree Emerging Markets Sm Transaction History

Cove Private Wealth, LLC

$316 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 16, 2025	BUY	$43.34 - $55.24 $255,706 - $325,916	5,900 New	5,900 $326 Million

Others Institutions Holding DGS

# of Institutions

257

Shares Held

19.7M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

4.96M
Shares

$284 Million
0.22% of portfolio
Bank Of America Corp Charlotte, NC

1.14M
Shares

$65.3 Million
0.0% of portfolio
Congress Wealth Management LLC Boston, MA

702K
Shares

$40.3 Million
0.4% of portfolio
National Bank Of Canada

571K
Shares

$32.7 Million
0.04% of portfolio
High Tower Advisors, LLC Chicago, IL

510K
Shares

$29.2 Million
0.03% of portfolio

About WISDOMTREE EMERGING MARKETS SM

Ticker DGS
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cove Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cove Private Wealth, LLC with notifications on news.