A detailed history of Avantax Advisory Services, Inc. transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 4,237 shares of DGRS stock, worth $237,229. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,237
Previous 4,950 14.4%
Holding current value
$237,229
Previous $233,000 6.44%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

SELL
$46.13 - $52.38 $32,890 - $37,346
-713 Reduced 14.4%
4,237 $218,000
Q2 2024

Aug 09, 2024

BUY
$46.27 - $49.42 $33,221 - $35,483
718 Added 16.97%
4,950 $233,000
Q1 2024

May 08, 2024

BUY
$44.91 - $49.64 $190,059 - $210,076
4,232 New
4,232 $210,000
Q1 2020

Apr 30, 2020

SELL
$21.0 - $38.15 $1.35 Million - $2.44 Million
-64,085 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$33.84 - $38.14 $2,504 - $2,822
74 Added 0.12%
64,085 $2.42 Million
Q3 2019

Nov 08, 2019

BUY
$34.72 - $36.3 $2.22 Million - $2.32 Million
64,011 New
64,011 $2.27 Million

Others Institutions Holding DGRS

About WISDOMTREE TR US SMALL CAP QUA


  • Ticker DGRS
  • Sector ETFs
  • Industry ETFs
More about DGRS
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.