Joseph Group Capital Management Wisdomtree Tr Us Small Cap Qua Transaction History
Joseph Group Capital Management
- $329 Million
- Q3 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 7,701 shares of DGRS stock, worth $370,110. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,701
Previous 7,819
1.51%
Holding current value
$370,110
Previous $363,000
5.79%
% of portfolio
0.12%
Previous 0.13%
Shares
17 transactions
Others Institutions Holding DGRS
# of Institutions
136Shares Held
5.71MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC553KShares$26.6 Million0.01% of portfolio
-
Private Wealth Strategies, L.L.C.550KShares$26.5 Million5.29% of portfolio
-
Morgan Stanley New York, NY423KShares$20.3 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL417KShares$20 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC378KShares$18.2 Million0.0% of portfolio