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

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 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 29,076 shares of DGRS stock, worth $1.43 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
29,076
Previous 27,180 6.98%
Holding current value
$1.43 Million
Previous $1.26 Billion 6.87%
% of portfolio
0.91%
Previous 0.86%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$40.64 - $47.27 $77,053 - $89,623
1,896 Added 6.98%
29,076 $1.35 Billion
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
135
Shares Held
5.8M
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
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