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

Precedent Wealth Partners, LLC

$360 Billion
Q1 2025

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 19,425 shares of DGRS stock, worth $887,722. This represents 0.25% of its overall portfolio holdings.

Number of Shares

19,425

Previous 23,337 16.76%

Holding current value

$887,722

Previous $1.2 Billion 24.45%

% of portfolio

0.25%

Previous 0.39%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$46.12 - $52.9 $180,421 - $206,944	-3,912 Reduced 16.76%	19,425 $903 Million
Q4 2024 Jan 21, 2025	SELL	$50.34 - $56.61 $40,120 - $45,118	-797 Reduced 3.3%	23,337 $1.2 Billion
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

132

Shares Held

5.85M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR US SMALL CAP QUA

Ticker DGRS
Sector ETFs
Industry ETFs

More about DGRS

Track This Portfolio

Portfolio Update

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

News

Stay updated on Precedent Wealth Partners, LLC with notifications on news.

Account

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