Philip James Wealth Mangement, LLC Wisdomtree Tr Us Small Cap Qua Transaction History

Philip James Wealth Mangement, LLC

  • $784 Billion
  • Q2 2025

A detailed history of Philip James Wealth Mangement, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 64,548 shares of DGRS stock, worth $3.12 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
64,548
Previous 63,476 1.69%
Holding current value
$3.12 Million
Previous $2.95 Billion 1.8%
% of portfolio
0.38%
Previous 0.36%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$40.64 - $47.27 $43,566 - $50,673
1,072 Added 1.69%
64,548 $3 Billion
Q1 2025

Apr 24, 2025
SELL
$46.12 - $52.9 $7,425 - $8,516
-161 Reduced 0.25%
63,476 $2.95 Billion
Q4 2024

Jan 31, 2025
BUY
$50.34 - $56.61 $85,477 - $96,123
1,698 Added 2.74%
63,637 $3.26 Billion
Q3 2024

Oct 31, 2024
BUY
$46.13 - $52.38 $117,262 - $133,149
2,542 Added 4.28%
61,939 $3.19 Billion
Q2 2024

Jul 23, 2024
BUY
$46.27 - $49.42 $2.75 Million - $2.94 Million
59,397 New
59,397 $2.8 Billion

Others Institutions Holding DGRS

# of Institutions
130
Shares Held
5.85M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR US SMALL CAP QUA

DGRS Quotes by TradingView
  • Ticker DGRS
  • Sector ETFs
  • Industry ETFs
More about DGRS
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