Saxon Interests, Inc. Wisdomtree Tr Us Small Cap Qua Transaction History

Saxon Interests, Inc.

$222 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 08, 2024	BUY	$46.13 - $52.38 $190,286 - $216,067	4,125 New	4,125 $212,000
Q4 2023 Jan 18, 2024	BUY	$38.52 - $48.13 $181,621 - $226,932	4,715 New	4,715 $223,000

Others Institutions Holding DGRS

# of Institutions

138

Shares Held

7.64M

Call Options Held

0

Put Options Held

0

Strategic Financial Concepts, LLC San Antonio, TX

887K
Shares

$41.3 Million
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

579K
Shares

$26.9 Million
0.01% of portfolio
Private Wealth Strategies, L.L.C.

550K
Shares

$25.6 Million
5.29% of portfolio
Hennion & Walsh Asset Management, Inc.

496K
Shares

$23.1 Million
1.21% of portfolio
Morgan Stanley New York, NY

481K
Shares

$22.4 Million
0.0% of portfolio

About WISDOMTREE TR US SMALL CAP QUA

Ticker DGRS
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