Precedent Wealth Partners, LLC Wisdomtree Tr Us Small Cap Qua Transaction History

Precedent Wealth Partners, LLC

  • $303 Billion
  • Q3 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 24,134 shares of DGRS stock, worth $1.3 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
24,134
Previous 25,714 6.14%
Holding current value
$1.3 Million
Previous $1.21 Billion 2.66%
% of portfolio
0.41%
Previous 0.49%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$46.13 - $52.38 $72,885 - $82,760
-1,580 Reduced 6.14%
24,134 $1.24 Billion
Q2 2024

Jul 23, 2024
SELL
$46.27 - $49.42 $176,196 - $188,191
-3,808 Reduced 12.9%
25,714 $1.21 Billion
Q1 2024

Apr 23, 2024
BUY
$44.91 - $49.64 $29,460 - $32,563
656 Added 2.27%
29,522 $1.47 Billion
Q4 2023

Jan 18, 2024
BUY
$38.52 - $48.13 $1.11 Million - $1.39 Million
28,866 New
28,866 $1.37 Billion

Others Institutions Holding DGRS

# of Institutions
116
Shares Held
4.91M
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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