My Legacy Advisors, LLC Wisdomtree Tr Us Small Cap Qua Transaction History

My Legacy Advisors, LLC

$249 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 24, 2024	SELL	$46.27 - $49.42 $104,153 - $111,244	-2,251 Reduced 12.49%	15,778 $743,000
Q1 2024 Jul 25, 2024	BUY	$44.91 - $49.64 $53,981 - $59,667	1,202 Added 7.62%	16,980 $842,000
Q4 2023 Jan 12, 2024	BUY	$38.52 - $48.13 $284,855 - $355,921	7,395 Added 69.54%	18,029 $855,000
Q3 2023 Oct 20, 2023	BUY	$40.67 - $44.93 $10,696 - $11,816	263 Added 2.54%	10,634 $438,000
Q2 2023 Jul 14, 2023	BUY	$38.88 - $42.64 $21,733 - $23,835	559 Added 5.7%	10,371 $440,000
Q1 2023 Apr 11, 2023	SELL	$39.98 - $46.79 $14,792 - $17,312	-370 Reduced 3.63%	9,812 $407,000
Q4 2022 Feb 07, 2023	SELL	$36.76 - $43.05 $69,513 - $81,407	-1,891 Reduced 15.66%	10,182 $409,000
Q3 2022 Oct 17, 2022	BUY	$35.95 - $44.82 $64,062 - $79,869	1,782 Added 17.32%	12,073 $450,000
Q2 2022 Jul 12, 2022	BUY	$38.41 - $45.16 $395,277 - $464,741	10,291 New	10,291 $407,000

Others Institutions Holding DGRS

# of Institutions

117

Shares Held

4.94M

Call Options Held

100

Put Options Held

3K

About WISDOMTREE TR US SMALL CAP QUA

Ticker DGRS
Sector ETFs
Industry ETFs

More about DGRS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of My Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on My Legacy Advisors, LLC with notifications on news.