Joseph Group Capital Management Wisdomtree Tr Us Small Cap Qua Transaction History
Joseph Group Capital Management
- $174 Million
- Q1 2024
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 31,087 shares of DGRS stock, worth $1.46 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
31,087
Previous 29,937
3.84%
Holding current value
$1.46 Million
Previous $1.42 Million
8.66%
% of portfolio
0.89%
Previous 0.91%
Shares
11 transactions
Others Institutions Holding DGRS
# of Institutions
100Shares Held
4.11MCall Options Held
0Put Options Held
0-
Private Wealth Strategies, L.L.C.535KShares$25.1 Million5.57% of portfolio
-
Hennion & Walsh Asset Management, Inc.467KShares$21.9 Million1.26% of portfolio
-
Morgan Stanley New York, NY411KShares$19.3 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