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

Opes Wealth Management LLC

  • $486 Million
  • Q4 2024

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 5,865 shares of DGRS stock, worth $299,760. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,865
Previous 4,785 22.57%
Holding current value
$299,760
Previous $246,000 21.95%
% of portfolio
0.06%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
124
Shares Held
6.21M
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
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