Joseph Group Capital Management Wisdomtree Tr Us Small Cap Qua Transaction History
Joseph Group Capital Management
- $252 Million
- Q1 2025
A detailed history of Joseph Group Capital Management transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Joseph Group Capital Management holds 30,453 shares of DGRS stock, worth $1.32 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
30,453
Previous 30,486
0.11%
Holding current value
$1.32 Million
Previous $1.56 Million
9.29%
% of portfolio
0.56%
Previous 0.69%
Shares
15 transactions
Others Institutions Holding DGRS
# of Institutions
138Shares Held
6.39MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC579KShares$25.1 Million0.01% of portfolio
-
Private Wealth Strategies, L.L.C.550KShares$23.9 Million5.29% of portfolio
-
Morgan Stanley New York, NY481KShares$20.9 Million0.0% of portfolio
-
Lido Advisors, LLC Los Angeles, CA480KShares$20.8 Million0.11% of portfolio
-
Ubs Group Ag325KShares$14.1 Million0.0% of portfolio