Collaborative Wealth Managment Inc. Wisdomtree Tr Us Small Cap Qua Call Options Transaction History

Collaborative Wealth Managment Inc.

$215 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DGRS

# of Institutions

127

Shares Held

6.67M

Call Options Held

0

Put Options Held

0

Strategic Financial Concepts, LLC San Antonio, TX

887K
Shares

$45 Million
0.16% of portfolio
Private Wealth Strategies, L.L.C.

550K
Shares

$27.9 Million
5.29% of portfolio
Lpl Financial LLC Fort Mill, SC

502K
Shares

$25.5 Million
0.01% of portfolio
Hennion & Walsh Asset Management, Inc.

496K
Shares

$25.2 Million
1.21% of portfolio
Morgan Stanley New York, NY

412K
Shares

$20.9 Million
0.0% of portfolio

About WISDOMTREE TR US SMALL CAP QUA

Ticker DGRS
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