Precedent Wealth Partners, LLC Wisdomtree Tr Us Small Cap Qua Transaction History

Precedent Wealth Partners, LLC

$360 Billion
Q1 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 19,425 shares of DGRS stock, worth $843,045. This represents 0.25% of its overall portfolio holdings.

Number of Shares

19,425

Previous 23,337 16.76%

Holding current value

$843,045

Previous $1.2 Billion 24.45%

% of portfolio

0.25%

Previous 0.39%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$46.12 - $52.9 $180,421 - $206,944	-3,912 Reduced 16.76%	19,425 $903 Million
Q4 2024 Jan 21, 2025	SELL	$50.34 - $56.61 $40,120 - $45,118	-797 Reduced 3.3%	23,337 $1.2 Billion
Q3 2024 Oct 17, 2024	SELL	$46.13 - $52.38 $72,885 - $82,760	-1,580 Reduced 6.14%	24,134 $1.24 Billion
Q2 2024 Jul 23, 2024	SELL	$46.27 - $49.42 $176,196 - $188,191	-3,808 Reduced 12.9%	25,714 $1.21 Billion
Q1 2024 Apr 23, 2024	BUY	$44.91 - $49.64 $29,460 - $32,563	656 Added 2.27%	29,522 $1.47 Billion
Q4 2023 Jan 18, 2024	BUY	$38.52 - $48.13 $1.11 Million - $1.39 Million	28,866 New	28,866 $1.37 Billion

Others Institutions Holding DGRS

# of Institutions

138

Shares Held

6.39M

Call Options Held

Put Options Held

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About WISDOMTREE TR US SMALL CAP QUA

Ticker DGRS
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Precedent Wealth Partners, LLC Wisdomtree Tr Us Small Cap Qua Transaction History