Roxbury Financial LLC Wisdomtree Tr Us Small Cap Qua Transaction History

Roxbury Financial LLC

$103 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 09, 2025	BUY	$46.12 - $52.9 $92 - $105	2 Added 0.77%	263 $13 Million
Q4 2024 Jan 30, 2025	BUY	$50.34 - $56.61 $13,138 - $14,775	261 New	261 $14.7 Million

Others Institutions Holding DGRS

# of Institutions

129

Shares Held

5.71M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

629K
Shares

$30 Million
0.01% of portfolio
Private Wealth Strategies, L.L.C.

550K
Shares

$26.3 Million
5.29% of portfolio
Morgan Stanley New York, NY

427K
Shares

$20.4 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

410K
Shares

$19.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

389K
Shares

$18.6 Million
0.0% of portfolio

About WISDOMTREE TR US SMALL CAP QUA

Ticker DGRS
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