Continuum Advisory, LLC Wisdomtree Tr Us Small Cap Qua Transaction History

Continuum Advisory, LLC

$778 Million
Q3 2024

A detailed history of Continuum Advisory, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Continuum Advisory, LLC holds 31 shares of DGRS stock, worth $1,741. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,741

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 15, 2024	BUY	$46.13 - $52.38 $1,430 - $1,623	31 New	31 $1,000

Others Institutions Holding DGRS

# of Institutions

117

Shares Held

4.94M

Call Options Held

100

Put Options Held

Private Wealth Strategies, L.L.C.

550K
Shares

$30.9 Million
5.29% of portfolio
Lpl Financial LLC Fort Mill, SC

502K
Shares

$28.2 Million
0.01% of portfolio
Hennion & Walsh Asset Management, Inc.

487K
Shares

$27.4 Million
1.22% of portfolio
Morgan Stanley New York, NY

412K
Shares

$23.1 Million
0.0% of portfolio
Ubs Group Ag

320K
Shares

$18 Million
0.0% of portfolio

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About WISDOMTREE TR US SMALL CAP QUA

Ticker DGRS
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Continuum Advisory, LLC Wisdomtree Tr Us Small Cap Qua Transaction History