Columbia Advisory Partners LLC Wisdomtree Tr Us Small Cap Qua Transaction History
Columbia Advisory Partners LLC
- $111 Million
- Q2 2025
A detailed history of Columbia Advisory Partners LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Columbia Advisory Partners LLC holds 77,703 shares of DGRS stock, worth $3.71 Million. This represents 3.25% of its overall portfolio holdings.
Number of Shares
77,703
Previous 57,892
34.22%
Holding current value
$3.71 Million
Previous $2.69 Million
34.31%
% of portfolio
3.25%
Previous 2.69%
Shares
3 transactions
Others Institutions Holding DGRS
# of Institutions
129Shares Held
5.97MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC629KShares$30 Million0.01% of portfolio
-
Private Wealth Strategies, L.L.C.550KShares$26.3 Million5.29% of portfolio
-
Morgan Stanley New York, NY464KShares$22.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC388KShares$18.5 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL355KShares$16.9 Million0.01% of portfolio