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

Continuum Advisory, LLC

$727 Million
Q1 2025

Shares

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

132

Shares Held

5.85M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

591K
Shares

$27 Million
0.01% of portfolio
Private Wealth Strategies, L.L.C.

550K
Shares

$25.2 Million
5.29% of portfolio
Morgan Stanley New York, NY

464K
Shares

$21.2 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

388K
Shares

$17.7 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

355K
Shares

$16.2 Million
0.01% of portfolio

About WISDOMTREE TR US SMALL CAP QUA

Ticker DGRS
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