Hennion & Walsh Asset Management, Inc. Wisdomtree Tr Us Small Cap Qua Transaction History
Hennion & Walsh Asset Management, Inc.
- $1.84 Billion
- Q1 2024
A detailed history of Hennion & Walsh Asset Management, Inc. transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Hennion & Walsh Asset Management, Inc. holds 467,155 shares of DGRS stock, worth $22 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
467,155
Previous 414,197
12.79%
Holding current value
$22 Million
Previous $19.6 Million
18.02%
% of portfolio
1.26%
Previous 1.13%
Shares
6 transactions
Others Institutions Holding DGRS
# of Institutions
99Shares Held
4.11MCall Options Held
0Put Options Held
0-
Private Wealth Strategies, L.L.C.535KShares$25.2 Million5.57% of portfolio
-
Morgan Stanley New York, NY411KShares$19.4 Million0.0% of portfolio
-
Ubs Group Ag285KShares$13.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC278KShares$13.1 Million0.01% of portfolio
-
Venturi Wealth Management, LLC Austin, TX229KShares$10.8 Million0.79% of portfolio