Rmr Wealth Builders Wisdomtree Tr Us Small Cap Qua Transaction History

Rmr Wealth Builders

$958 Million
Q4 2024

A detailed history of Rmr Wealth Builders transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Rmr Wealth Builders holds 6,229 shares of DGRS stock, worth $326,275. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,229

Previous 6,229 -0.0%

Holding current value

$326,275

Previous $319,000 -0.0%

% of portfolio

0.03%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$50.34 - $56.61 $1,761 - $1,981	35 Added 0.57%	6,229 $319,000
Q3 2024 Oct 21, 2024	BUY	$46.13 - $52.38 $15,591 - $17,704	338 Added 5.77%	6,194 $319,000
Q2 2024 Jul 23, 2024	BUY	$46.27 - $49.42 $4,673 - $4,991	101 Added 1.75%	5,856 $275,000
Q1 2024 Apr 15, 2024	BUY	$44.91 - $49.64 $13,023 - $14,395	290 Added 5.31%	5,755 $285,000
Q4 2023 Feb 06, 2024	BUY	$38.52 - $48.13 $1,425 - $1,780	37 Added 0.68%	5,465 $259,000
Q3 2023 Oct 23, 2023	SELL	$40.67 - $44.93 $8,784 - $9,704	-216 Reduced 3.83%	5,428 $223,000
Q2 2023 Jul 21, 2023	SELL	$38.88 - $42.64 $10,419 - $11,427	-268 Reduced 4.53%	5,644 $239,000
Q1 2023 Apr 11, 2023	SELL	$39.98 - $46.79 $7,636 - $8,936	-191 Reduced 3.13%	5,912 $245,000
Q4 2022 Feb 15, 2023	BUY	$36.76 - $43.05 $224,346 - $262,734	6,103 New	6,103 $245,000
Q3 2022 Nov 08, 2022	BUY	$35.95 - $44.82 $71 - $89	2 Added 0.03%	5,988 $215,000
Q2 2022 Aug 02, 2022	SELL	$38.41 - $45.16 $15,325 - $18,018	-399 Reduced 6.25%	5,986 $238,000
Q1 2022 May 13, 2022	BUY	$43.39 - $48.29 $37,358 - $41,577	861 Added 15.59%	6,385 $285,000
Q4 2021 Feb 02, 2022	BUY	$44.94 - $48.57 $25,166 - $27,199	560 Added 11.28%	5,524 $263,000
Q3 2021 Oct 18, 2021	BUY	$43.54 - $46.82 $216,132 - $232,414	4,964 New	4,964 $220,000
Q2 2021 Aug 16, 2021	SELL	$45.35 - $48.44 $196,501 - $209,890	-4,333 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$39.03 - $48.05 $169,116 - $208,200	4,333 New	4,333 $199,000

Others Institutions Holding DGRS

# of Institutions

120

Shares Held

4.95M

Call Options Held

100

Put Options Held

View Full List

About WISDOMTREE TR US SMALL CAP QUA

Ticker DGRS
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Rmr Wealth Builders Wisdomtree Tr Us Small Cap Qua Transaction History