Steward Partners Investment Advisory, LLC Wisdomtree Tr Us Small Cap Qua Transaction History

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 7,380 shares of DGRS stock, worth $354,682. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,380
Previous 7,455 1.01%
Holding current value
$354,682
Previous $347,000 6.05%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$46.4 - $51.49 $3,480 - $3,861
-75 Reduced 1.01%
7,380 $368,000
Q1 2025

May 13, 2025
BUY
$46.12 - $52.9 $225,988 - $259,210
4,900 Added 191.78%
7,455 $346,000
Q3 2023

Nov 13, 2023
SELL
$40.67 - $44.93 $93,541 - $103,339
-2,300 Reduced 47.37%
2,555 $105,000
Q1 2023

May 15, 2023
SELL
$39.98 - $46.79 $1,519 - $1,778
-38 Reduced 0.78%
4,855 $201,000
Q4 2022

Feb 15, 2023
BUY
$36.76 - $43.05 $8,748 - $10,245
238 Added 5.11%
4,893 $196,000
Q2 2022

Aug 04, 2022
BUY
$38.41 - $45.16 $7,681 - $9,032
200 Added 4.49%
4,655 $185,000
Q4 2021

Feb 08, 2022
BUY
$44.94 - $48.57 $46,288 - $50,027
1,030 Added 30.07%
4,455 $212,000
Q3 2021

Nov 12, 2021
SELL
$43.54 - $46.82 $15,239 - $16,387
-350 Reduced 9.27%
3,425 $152,000
Q2 2021

Aug 13, 2021
SELL
$45.35 - $48.44 $17,051 - $18,213
-376 Reduced 9.06%
3,775 $175,000
Q1 2021

May 14, 2021
BUY
$39.03 - $48.05 $102,492 - $126,179
2,626 Added 172.2%
4,151 $0
Q3 2020

Oct 30, 2020
SELL
$28.66 - $33.0 $2,866 - $3,300
-100 Reduced 6.15%
1,525 $47,000
Q1 2020

Apr 29, 2020
BUY
$21.0 - $38.15 $1,575 - $2,861
75 Added 4.84%
1,625 $40,000
Q3 2019

Oct 30, 2019
SELL
$34.72 - $36.3 $5,208 - $5,445
-150 Reduced 8.82%
1,550 $55,000
Q2 2019

Jul 25, 2019
BUY
N/A
1,700 New
1,700 $60,000
Q4 2018

Jan 15, 2019
SELL
N/A
-2,919 Closed
0 $0
Q3 2018

Oct 23, 2018
SELL
N/A
-333 Reduced 10.24%
2,919 $110,000
Q2 2018

Jul 20, 2018
BUY
N/A
3,252 New
3,252 $119,000
Q3 2017

Nov 22, 2017
SELL
N/A
-1,800 Closed
0 $0
Q1 2017

Nov 22, 2017
BUY
N/A
1,800
1,800 $59,000

Others Institutions Holding DGRS

# of Institutions
136
Shares Held
5.71M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR US SMALL CAP QUA

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