Arkadios Wealth Advisors Wisdomtree Tr Us Small Cap Qua Transaction History

Arkadios Wealth Advisors

$3.16 Billion
Q2 2025

A detailed history of Arkadios Wealth Advisors transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Arkadios Wealth Advisors holds 6,175 shares of DGRS stock, worth $311,961. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,175

Previous 5,875 5.11%

Holding current value

$311,961

Previous $273,000 5.13%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$40.64 - $47.27 $12,192 - $14,181	300 Added 5.11%	6,175 $287,000
Q1 2025 May 08, 2025	BUY	$46.12 - $52.9 $270,955 - $310,787	5,875 New	5,875 $273,000
Q4 2021 Feb 03, 2022	SELL	$44.94 - $48.57 $28,626 - $30,939	-637 Closed	0 $0
Q3 2021 Oct 19, 2021	BUY	$43.54 - $46.82 $174 - $187	4 Added 0.63%	637 $28,000
Q2 2021 Jul 28, 2021	BUY	$45.35 - $48.44 $136 - $145	3 Added 0.48%	633 $29,000
Q1 2021 Apr 26, 2021	BUY	$39.03 - $48.05 $156 - $192	4 Added 0.64%	630 $29,000
Q4 2020 Feb 09, 2021	BUY	$30.96 - $40.12 $19,380 - $25,115	626 New	626 $24,000
Q2 2020 Aug 10, 2020	SELL	$22.83 - $32.98 $9,428 - $13,620	-413 Closed	0 $0
Q1 2020 May 14, 2020	BUY	$21.0 - $38.15 $21 - $38	1 Added 0.24%	413 $10.4 Million
Q4 2019 Feb 14, 2020	BUY	$33.84 - $38.14 $13,942 - $15,713	412 New	412 $0

Others Institutions Holding DGRS

# of Institutions

130

Shares Held

5.79M

Call Options Held

Put Options Held

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About WISDOMTREE TR US SMALL CAP QUA

Ticker DGRS
Sector ETFs
Industry ETFs

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Arkadios Wealth Advisors Wisdomtree Tr Us Small Cap Qua Transaction History