Opes Wealth Management LLC Wisdomtree Tr Us Small Cap Qua Transaction History
Opes Wealth Management LLC
- $567 Million
- Q3 2025
A detailed history of Opes Wealth Management LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Opes Wealth Management LLC holds 8,148 shares of DGRS stock, worth $391,592. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,148
Previous 7,510
8.5%
Holding current value
$391,592
Previous $349,000
16.62%
% of portfolio
0.07%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding DGRS
# of Institutions
136Shares Held
5.72MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC553KShares$26.6 Million0.01% of portfolio
-
Private Wealth Strategies, L.L.C.550KShares$26.5 Million5.29% of portfolio
-
Morgan Stanley New York, NY423KShares$20.3 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL417KShares$20 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC378KShares$18.2 Million0.0% of portfolio