Beacon Financial Advisory LLC Wisdomtree Tr Us Small Cap Qua Transaction History

Beacon Financial Advisory LLC

  • $373 Million
  • Q3 2025

A detailed history of Beacon Financial Advisory LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 4,820 shares of DGRS stock, worth $231,649. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,820
Previous 5,336 9.67%
Holding current value
$231,649
Previous $248,000 3.23%
% of portfolio
0.06%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$46.4 - $51.49 $23,942 - $26,568
-516 Reduced 9.67%
4,820 $240,000
Q2 2025

Jul 22, 2025
SELL
$40.64 - $47.27 $41,859 - $48,688
-1,030 Reduced 16.18%
5,336 $248,000
Q1 2025

Apr 24, 2025
BUY
$46.12 - $52.9 $293,599 - $336,761
6,366 New
6,366 $296,000

Others Institutions Holding DGRS

# of Institutions
136
Shares Held
5.71M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR US SMALL CAP QUA

DGRS Quotes by TradingView
  • Ticker DGRS
  • Sector ETFs
  • Industry ETFs
More about DGRS
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