Nelson, Van Denburg & Campbell Wealth Management Group, LLC Wisdomtree Tr Us Small Cap Qua Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.25 Billion
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 17, 2023	BUY	$40.67 - $44.93 $3,375 - $3,729	83 Added 3.99%	2,164 $89,000
Q2 2023 Jul 19, 2023	BUY	$38.88 - $42.64 $9,370 - $10,276	241 Added 13.1%	2,081 $88,000
Q1 2023 May 10, 2023	BUY	$39.98 - $46.79 $73,563 - $86,093	1,840 New	1,840 $76,000

Others Institutions Holding DGRS

# of Institutions

110

Shares Held

4.73M

Call Options Held

100

Put Options Held

Private Wealth Strategies, L.L.C.

550K
Shares

$27.9 Million
5.29% of portfolio
Lpl Financial LLC Fort Mill, SC

503K
Shares

$25.5 Million
0.01% of portfolio
Hennion & Walsh Asset Management, Inc.

487K
Shares

$24.7 Million
1.22% of portfolio
Morgan Stanley New York, NY

378K
Shares

$19.1 Million
0.0% of portfolio
Ubs Group Ag

317K
Shares

$16 Million
0.0% of portfolio

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About WISDOMTREE TR US SMALL CAP QUA

Ticker DGRS
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