Concurrent Investment Advisors, LLC Wisdomtree Tr Us Small Cap Qua Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 4,839 shares of DGRS stock, worth $244,466. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,839
Previous 7,650 36.75%
Holding current value
$244,466
Previous $356 Million 36.68%
% of portfolio
0.0%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$40.64 - $47.27 $114,239 - $132,875
-2,811 Reduced 36.75%
4,839 $225 Million
Q1 2025

Apr 29, 2025
BUY
$46.12 - $52.9 $352,818 - $404,685
7,650 New
7,650 $356 Million

Others Institutions Holding DGRS

# of Institutions
132
Shares Held
5.8M
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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