Golden State Equity Partners Wisdomtree Tr Us Small Cap Qua Transaction History

Golden State Equity Partners

$522 Million
Q2 2025

A detailed history of Golden State Equity Partners transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Golden State Equity Partners holds 12,039 shares of DGRS stock, worth $574,139. This represents 0.11% of its overall portfolio holdings.

Number of Shares

12,039

Previous 12,026 0.11%

Holding current value

$574,139

Previous $559,000 0.18%

% of portfolio

0.11%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$40.64 - $47.27 $528 - $614	13 Added 0.11%	12,039 $560,000
Q1 2025 Apr 23, 2025	BUY	$46.12 - $52.9 $129,182 - $148,172	2,801 Added 30.36%	12,026 $559,000
Q4 2024 Jan 24, 2025	SELL	$50.34 - $56.61 $101,988 - $114,691	-2,026 Reduced 18.01%	9,225 $472,000
Q3 2024 Oct 29, 2024	BUY	$46.13 - $52.38 $85,663 - $97,269	1,857 Added 19.77%	11,251 $579,000
Q3 2024 Oct 25, 2024	SELL	$46.13 - $52.38 $28,231 - $32,056	-612 Reduced 6.12%	9,394 $484,000
Q2 2024 Jul 29, 2024	SELL	$46.27 - $49.42 $11,151 - $11,910	-241 Reduced 2.35%	10,006 $471,000
Q4 2023 Feb 02, 2024	BUY	$38.52 - $48.13 $18,181 - $22,717	472 Added 4.83%	10,247 $486,000
Q3 2023 Oct 20, 2023	BUY	$40.67 - $44.93 $394,702 - $436,045	9,705 Added 13864.29%	9,775 $402,000
Q2 2023 Jul 19, 2023	BUY	$38.88 - $42.64 $2,721 - $2,984	70 New	70 $2,000

Others Institutions Holding DGRS

# of Institutions

129

Shares Held

5.71M

Call Options Held

Put Options Held

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About WISDOMTREE TR US SMALL CAP QUA

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Golden State Equity Partners Wisdomtree Tr Us Small Cap Qua Transaction History