Opes Wealth Management LLC Wisdomtree Tr Us Small Cap Qua Transaction History

Opes Wealth Management LLC

  • $486 Million
  • Q1 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 6,385 shares of DGRS stock, worth $309,864. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,385
Previous 5,865 8.87%
Holding current value
$309,864
Previous $300,000 1.33%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$46.12 - $52.9 $23,982 - $27,508
520 Added 8.87%
6,385 $296,000
Q4 2024

Jan 30, 2025
BUY
$50.34 - $56.61 $54,367 - $61,138
1,080 Added 22.57%
5,865 $300,000
Q3 2024

Oct 29, 2024
SELL
$46.13 - $52.38 $691 - $785
-15 Reduced 0.31%
4,785 $246,000
Q2 2024

Aug 05, 2024
BUY
$46.27 - $49.42 $222,096 - $237,216
4,800 New
4,800 $226,000

Others Institutions Holding DGRS

# of Institutions
128
Shares Held
5.86M
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
Track This Portfolio

Track Opes Wealth Management LLC Portfolio

Follow Opes Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Opes Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Opes Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email