Creative Planning Wisdomtree Tr Us Small Cap Qua Transaction History

Creative Planning

  • $90.1 Billion
  • Q1 2024

A detailed history of Creative Planning transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Creative Planning holds 16,575 shares of DGRS stock, worth $777,367. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16,575
Previous 16,829 1.51%
Holding current value
$777,367
Previous $798,000 3.01%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$44.91 - $49.64 $11,407 - $12,608
-254 Reduced 1.51%
16,575 $822,000
Q4 2023

Feb 14, 2024
BUY
$38.52 - $48.13 $51,347 - $64,157
1,333 Added 8.6%
16,829 $798,000
Q3 2023

Nov 16, 2023
SELL
$40.67 - $44.93 $37,009 - $40,886
-910 Reduced 5.55%
15,496 $638,000
Q2 2023

Jul 21, 2023
SELL
$38.88 - $42.64 $32,076 - $35,178
-825 Reduced 4.79%
16,406 $696,000
Q1 2023

May 15, 2023
SELL
$39.98 - $46.79 $5,957 - $6,971
-149 Reduced 0.86%
17,231 $716,000
Q4 2022

Feb 10, 2023
SELL
$39.62 - $43.05 $115,650 - $125,662
-2,919 Reduced 14.38%
17,380 $698,000
Q3 2022

Nov 03, 2022
SELL
N/A
-175 Reduced 0.85%
20,299 $730,000
Q2 2022

Aug 15, 2022
SELL
N/A
-280 Reduced 1.35%
20,474 $813,000
Q1 2022

May 16, 2022
BUY
N/A
3 Added 0.01%
20,754 $926,000
Q4 2021

Feb 11, 2022
SELL
N/A
-411 Reduced 1.94%
20,751 $988,000
Q3 2021

Nov 10, 2021
BUY
N/A
40 Added 0.19%
21,162 $939,000
Q2 2021

Aug 04, 2021
BUY
N/A
9 Added 0.04%
21,122 $982,000
Q1 2021

Apr 30, 2021
BUY
N/A
996 Added 4.95%
21,113 $972,000
Q4 2020

Jan 29, 2021
SELL
N/A
-1,496 Reduced 6.92%
20,117 $796,000
Q3 2020

Nov 05, 2020
BUY
N/A
21,613 New
21,613 $664,000
Q1 2020

May 05, 2020
SELL
N/A
-6,020 Closed
0 $0
Q3 2019

Nov 01, 2019
BUY
N/A
6,020 New
6,020 $214,000

Others Institutions Holding DGRS

# of Institutions
99
Shares Held
4.11M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR US SMALL CAP QUA

DGRS Quotes by TradingView
  • Ticker DGRS
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