A detailed history of Golden State Wealth Management, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 733 shares of DGRS stock, worth $35,572. This represents 0.01% of its overall portfolio holdings.

Number of Shares
733
Previous 1,465 49.97%
Holding current value
$35,572
Previous $68,000 50048.53%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 24, 2025

SELL
$46.12 - $52.9 $33,759 - $38,722
-732 Reduced 49.97%
733 $34.1 Million
Q1 2025

Apr 23, 2025

BUY
$46.12 - $52.9 $44,459 - $50,995
964 Added 192.42%
1,465 $68,000
Q4 2024

Jan 28, 2025

BUY
$50.34 - $56.61 $25,220 - $28,361
501 New
501 $25.7 Million
Q2 2020

Aug 11, 2020

SELL
$22.83 - $32.98 $14,428 - $20,843
-632 Closed
0 $0
Q1 2020

Apr 17, 2020

BUY
$21.0 - $38.15 $13,272 - $24,110
632 New
632 $16,000

Others Institutions Holding DGRS

About WISDOMTREE TR US SMALL CAP QUA


  • Ticker DGRS
  • Sector ETFs
  • Industry ETFs
More about DGRS
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, 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 Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.