Iht Wealth Management, LLC Wisdomtree Tr Us Small Cap Qua Transaction History

Iht Wealth Management, LLC

  • $3.06 Billion
  • Q1 2025

A detailed history of Iht Wealth Management, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Iht Wealth Management, LLC holds 18,500 shares of DGRS stock, worth $830,095. This represents 0.03% of its overall portfolio holdings.

Number of Shares
18,500
Previous 18,389 0.6%
Holding current value
$830,095
Previous $942,000 8.7%
% of portfolio
0.03%
Previous 0.03%

Shares

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

May 15, 2025
BUY
$46.12 - $52.9 $5,119 - $5,871
111 Added 0.6%
18,500 $860,000
Q4 2024

Feb 14, 2025
SELL
$50.34 - $56.61 $210,823 - $237,082
-4,188 Reduced 18.55%
18,389 $942,000
Q3 2024

Nov 14, 2024
BUY
$46.13 - $52.38 $169,066 - $191,972
3,665 Added 19.38%
22,577 $1.16 Million
Q2 2024

Aug 14, 2024
SELL
$46.27 - $49.42 $9,762 - $10,427
-211 Reduced 1.1%
18,912 $890,000
Q1 2024

May 15, 2024
SELL
$44.91 - $49.64 $1,526 - $1,687
-34 Reduced 0.18%
19,123 $949,000
Q4 2023

Feb 14, 2024
BUY
$38.52 - $48.13 $737,927 - $922,026
19,157 New
19,157 $908,000
Q2 2023

Aug 14, 2023
SELL
$38.88 - $42.64 $1,360 - $1,492
-35 Reduced 0.51%
6,879 $291,000
Q1 2023

May 15, 2023
BUY
$39.98 - $46.79 $29,465 - $34,484
737 Added 11.93%
6,914 $287,000
Q4 2022

Feb 14, 2023
BUY
$36.76 - $43.05 $6,690 - $7,835
182 Added 3.04%
6,177 $248,000
Q3 2022

Nov 22, 2022
BUY
$35.95 - $44.82 $26,315 - $32,808
732 Added 13.91%
5,995 $216,000
Q2 2022

Aug 15, 2022
SELL
$38.41 - $45.16 $11,446 - $13,457
-298 Reduced 5.36%
5,263 $209,000
Q1 2022

May 16, 2022
BUY
$43.39 - $48.29 $241,291 - $268,540
5,561 New
5,561 $248,000
Q1 2021

May 18, 2021
SELL
$39.03 - $48.05 $204,985 - $252,358
-5,252 Closed
0 $0
Q4 2020

Feb 17, 2021
BUY
$30.96 - $40.12 $162,601 - $210,710
5,252 New
5,252 $208,000

Others Institutions Holding DGRS

# of Institutions
132
Shares Held
5.85M
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 Iht Wealth Management, LLC Portfolio

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

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email