Assetmark, Inc Wisdomtree Tr Us Small Cap Qua Transaction History

Assetmark, Inc

$41.6 Billion
Q2 2025

A detailed history of Assetmark, Inc transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Assetmark, Inc holds 1,002 shares of DGRS stock, worth $50,621. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,002

Holding current value

$50,621

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 04, 2025	BUY	$40.64 - $47.27 $40,721 - $47,364	1,002 New	1,002 $46,000

Others Institutions Holding DGRS

# of Institutions

133

Shares Held

5.79M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

629K
Shares

$31.8 Million
0.01% of portfolio
Private Wealth Strategies, L.L.C.

550K
Shares

$27.8 Million
5.29% of portfolio
Morgan Stanley New York, NY

427K
Shares

$21.6 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

410K
Shares

$20.7 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

389K
Shares

$19.7 Million
0.0% of portfolio

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 Assetmark, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Assetmark, Inc with notifications on news.

Account