Rmr Wealth Builders Wisdomtree Tr Emerging Mkts Qu Transaction History

Rmr Wealth Builders

$939 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$28.78 - $30.88 $82,512 - $88,532	-2,867 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$28.51 - $31.18 $81,738 - $89,393	2,867 New	2,867 $85,000

Others Institutions Holding DGRE

# of Institutions

43

Shares Held

3.7M

Call Options Held

0

Put Options Held

0

One Capital Management, LLC Westlake Village, CA

1.25M
Shares

$32.3 Million
1.18% of portfolio
Lpl Financial LLC Fort Mill, SC

510K
Shares

$13.1 Million
0.01% of portfolio
New Edge Wealth, LLC Pittsburgh, PA

316K
Shares

$8.12 Million
0.16% of portfolio
Hobbs Group Advisors, LLC Columbia, SC

286K
Shares

$7.36 Million
2.84% of portfolio
Simpli Fi, Inc.

196K
Shares

$5.04 Million
2.47% of portfolio

About WISDOMTREE TR EMERGING MKTS QU

Ticker DGRE
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