Polaris Wealth Advisory Group, LLC Wisdomtree Tr Us Small Cap Qua Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 17, 2019	SELL	N/A	-11 Closed	0 $0
Q3 2018 Oct 19, 2018	BUY	N/A	8 Added 266.67%	11 $0
Q1 2018 Apr 09, 2018	BUY	N/A	3 New	3 $0

Others Institutions Holding DGRS

# of Institutions

135

Shares Held

5.75M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

629K
Shares

$30.5 Million
0.01% of portfolio
Private Wealth Strategies, L.L.C.

550K
Shares

$26.7 Million
5.29% of portfolio
Morgan Stanley New York, NY

427K
Shares

$20.7 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

410K
Shares

$19.9 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

389K
Shares

$18.9 Million
0.0% of portfolio

About WISDOMTREE TR US SMALL CAP QUA

Ticker DGRS
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