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

Philip James Wealth Mangement, LLC

  • $814 Billion
  • Q3 2024

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 61,939 shares of DGRS stock, worth $3.14 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
61,939
Previous 59,397 4.28%
Holding current value
$3.14 Million
Previous $2.8 Billion 14.06%
% of portfolio
0.39%
Previous 1.86%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
110
Shares Held
4.73M
Call Options Held
100
Put Options Held
3K
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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