Optima Capital LLC Wisdomtree Tr Us Small Cap Qua Transaction History

Optima Capital LLC

$157 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Jun 12, 2025	SELL	$46.12 - $52.9 $880,200 - $1.01 Million	-19,085 Closed	0 $0
Q4 2024 Jun 12, 2025	BUY	$50.34 - $56.61 $960,738 - $1.08 Million	19,085 New	19,085 $978 Million

Others Institutions Holding DGRS

# of Institutions

132

Shares Held

5.85M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

591K
Shares

$27.1 Million
0.01% of portfolio
Private Wealth Strategies, L.L.C.

550K
Shares

$25.3 Million
5.29% of portfolio
Morgan Stanley New York, NY

464K
Shares

$21.3 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

388K
Shares

$17.8 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

355K
Shares

$16.3 Million
0.01% of portfolio

About WISDOMTREE TR US SMALL CAP QUA

Ticker DGRS
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