Founders Financial Alliance, LLC Wisdomtree Tr Us Small Cap Qua Transaction History

Founders Financial Alliance, LLC

  • $399 Million
  • Q1 2025

A detailed history of Founders Financial Alliance, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 102,315 shares of DGRS stock, worth $4.91 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
102,315
Previous 98,375 4.01%
Holding current value
$4.91 Million
Previous $5.04 Million 5.6%
% of portfolio
1.19%
Previous 1.41%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$46.12 - $52.9 $181,712 - $208,426
3,940 Added 4.01%
102,315 $4.76 Million
Q4 2024

Feb 07, 2025
BUY
$50.34 - $56.61 $19,280 - $21,681
383 Added 0.39%
98,375 $5.04 Million
Q3 2024

Nov 01, 2024
SELL
$46.13 - $52.38 $13,239 - $15,033
-287 Reduced 0.29%
97,992 $5.05 Million
Q2 2024

Aug 23, 2024
BUY
$46.27 - $49.42 $164,397 - $175,589
3,553 Added 3.75%
98,279 $4.63 Million
Q1 2024

May 14, 2024
BUY
$44.91 - $49.64 $4.25 Million - $4.7 Million
94,726 New
94,726 $4.7 Million

Others Institutions Holding DGRS

# of Institutions
128
Shares Held
5.86M
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
Track This Portfolio

Track Founders Financial Alliance, LLC Portfolio

Follow Founders Financial Alliance, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Founders Financial Alliance, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Founders Financial Alliance, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email