Philip James Wealth Mangement, LLC Wisdomtree Tr Us Small Cap Qua Transaction History

Philip James Wealth Mangement, LLC

$857 Billion
Q3 2025

A detailed history of Philip James Wealth Mangement, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 75,104 shares of DGRS stock, worth $3.61 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

75,104

Previous 64,548 16.35%

Holding current value

$3.61 Million

Previous $3 Billion 24.93%

% of portfolio

0.44%

Previous 0.38%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$46.4 - $51.49 $489,798 - $543,528	10,556 Added 16.35%	75,104 $3.75 Billion
Q2 2025 Jul 18, 2025	BUY	$40.64 - $47.27 $43,566 - $50,673	1,072 Added 1.69%	64,548 $3 Billion
Q1 2025 Apr 24, 2025	SELL	$46.12 - $52.9 $7,425 - $8,516	-161 Reduced 0.25%	63,476 $2.95 Billion
Q4 2024 Jan 31, 2025	BUY	$50.34 - $56.61 $85,477 - $96,123	1,698 Added 2.74%	63,637 $3.26 Billion
Q3 2024 Oct 31, 2024	BUY	$46.13 - $52.38 $117,262 - $133,149	2,542 Added 4.28%	61,939 $3.19 Billion

Q2 2024 Jul 23, 2024	BUY	$46.27 - $49.42 $2.75 Million - $2.94 Million	59,397 New	59,397 $2.8 Billion

Others Institutions Holding DGRS

# of Institutions

136

Shares Held

5.71M

Call Options Held

Put Options Held

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About WISDOMTREE TR US SMALL CAP QUA

Ticker DGRS
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Philip James Wealth Mangement, LLC Wisdomtree Tr Us Small Cap Qua Transaction History