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

Colonial River Wealth Management, LLC

  • $177 Million
  • Q1 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 5,037 shares of DGRS stock, worth $254,620. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,037
Previous 13,473 62.61%
Holding current value
$254,620
Previous $639,000 60.88%
% of portfolio
0.14%
Previous 0.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
99
Shares Held
4.25M
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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