Golden State Equity Partners Wisdomtree Tr Us Small Cap Qua Transaction History
Golden State Equity Partners
- $470 Million
- Q2 2024
A detailed history of Golden State Equity Partners transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Golden State Equity Partners holds 10,006 shares of DGRS stock, worth $499,299. This represents 0.1% of its overall portfolio holdings.
Number of Shares
10,006
Previous 10,247
2.35%
Holding current value
$499,299
Previous $486,000
3.09%
% of portfolio
0.1%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding DGRS
# of Institutions
107Shares Held
4.65MCall Options Held
0Put Options Held
0-
Private Wealth Strategies, L.L.C.550KShares$27.5 Million5.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC503KShares$25.1 Million0.01% of portfolio
-
Hennion & Walsh Asset Management, Inc.478KShares$23.9 Million1.19% of portfolio
-
Morgan Stanley New York, NY378KShares$18.9 Million0.0% of portfolio
-
Ubs Group Ag317KShares$15.8 Million0.0% of portfolio