Creative Planning Wisdomtree Tr Us Small Cap Qua Transaction History
Creative Planning
- $101 Billion
- Q3 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 16,487 shares of DGRS stock, worth $846,607. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16,487
Previous 16,481
0.04%
Holding current value
$846,607
Previous $776,000
9.41%
% of portfolio
0.0%
Previous 0.0%
Shares
19 transactions
Others Institutions Holding DGRS
# of Institutions
117Shares Held
4.94MCall Options Held
100Put Options Held
3K-
Private Wealth Strategies, L.L.C.550KShares$28.3 Million5.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC502KShares$25.8 Million0.01% of portfolio
-
Hennion & Walsh Asset Management, Inc.487KShares$25 Million1.22% of portfolio
-
Morgan Stanley New York, NY412KShares$21.2 Million0.0% of portfolio
-
Ubs Group Ag320KShares$16.4 Million0.0% of portfolio