Colonial River Wealth Management, LLC Wisdomtree Tr Us Small Cap Qua Transaction History

Colonial River Wealth Management, LLC

  • $201 Million
  • Q3 2024

A detailed history of Colonial River Wealth Management, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 4,334 shares of DGRS stock, worth $241,750. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,334
Previous 4,606 5.91%
Holding current value
$241,750
Previous $216,000 3.24%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Nov 04, 2024
SELL
$46.13 - $52.38 $12,547 - $14,247
-272 Reduced 5.91%
4,334 $223,000
Q2 2024

Jul 19, 2024
SELL
$46.27 - $49.42 $19,942 - $21,300
-431 Reduced 8.56%
4,606 $216,000
Q1 2024

May 10, 2024
SELL
$44.91 - $49.64 $378,860 - $418,763
-8,436 Reduced 62.61%
5,037 $250,000
Q4 2023

Jan 23, 2024
SELL
$38.52 - $48.13 $399,529 - $499,204
-10,372 Reduced 43.5%
13,473 $639,000
Q3 2023

Nov 03, 2023
BUY
$40.67 - $44.93 $969,776 - $1.07 Million
23,845 New
23,845 $982,000

Others Institutions Holding DGRS

# of Institutions
116
Shares Held
4.91M
Call Options Held
100
Put Options Held
3K
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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