Modern Wealth Management, LLC Wisdomtree Tr Us Small Cap Qua Transaction History
Modern Wealth Management, LLC
- $3.78 Billion
 - Q2 2025
 
A detailed history of Modern Wealth Management, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Modern Wealth Management, LLC holds 11,219 shares of DGRS stock, worth $566,783. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,219Holding current value
$566,783% of portfolio
0.01%Shares
	  1 transactions
	
  Others Institutions Holding DGRS
# of Institutions
133Shares Held
5.79MCall Options Held
0Put Options Held
0- 
    
      Lpl Financial LLC Fort Mill, SC629KShares$31.8 Million0.01% of portfolio
 - 
    
      Private Wealth Strategies, L.L.C.550KShares$27.8 Million5.29% of portfolio
 - 
    
      Morgan Stanley New York, NY427KShares$21.6 Million0.0% of portfolio
 - 
    
      Raymond James Financial Inc St. Petersburg, FL410KShares$20.7 Million0.01% of portfolio
 - 
    
      Bank Of America Corp Charlotte, NC389KShares$19.7 Million0.0% of portfolio