Marshall & Sterling Wealth Advisors Inc. Wisdomtree Tr Us Small Cap Qua Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 27,180 shares of DGRS stock, worth $1.23 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
27,180
Previous 24,926 9.04%
Holding current value
$1.23 Million
Previous $1.28 Billion 1.02%
% of portfolio
0.86%
Previous 0.88%

Shares

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

May 15, 2025
BUY
$46.12 - $52.9 $103,954 - $119,236
2,254 Added 9.04%
27,180 $1.26 Billion
Q4 2024

Feb 14, 2025
BUY
$50.34 - $56.61 $1.25 Million - $1.41 Million
24,926 New
24,926 $1.28 Billion

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 Marshall & Sterling Wealth Advisors Inc. Portfolio

Follow Marshall & Sterling Wealth Advisors Inc. 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 Marshall & Sterling Wealth Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Marshall & Sterling Wealth Advisors Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email