Strategic Financial Concepts, LLC Wisdomtree Tr Us Small Cap Qua Transaction History

Strategic Financial Concepts, LLC

$688 Billion
Q3 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 33,616 shares of DGRS stock, worth $1.62 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

33,616

Previous 19,551 71.94%

Holding current value

$1.62 Million

Previous $910 Million 84.61%

% of portfolio

0.24%

Previous 0.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$46.4 - $51.49 $652,616 - $724,206	14,065 Added 71.94%	33,616 $1.68 Billion
Q2 2025 Aug 05, 2025	BUY	$40.64 - $47.27 $12,110 - $14,086	298 Added 1.55%	19,551 $910 Million
Q1 2025 Apr 28, 2025	BUY	$46.12 - $52.9 $89,611 - $102,784	1,943 Added 11.22%	19,253 $895 Million
Q4 2024 Jan 30, 2025	SELL	$50.34 - $56.61 $43.8 Million - $49.2 Million	-869,481 Reduced 98.05%	17,310 $887 Million
Q4 2024 Jan 27, 2025	BUY	$50.34 - $56.61 $43.9 Million - $49.4 Million	872,018 Added 5902.78%	886,791 $887 Million

Q3 2024 Nov 12, 2024	BUY	$46.13 - $52.38 $681,478 - $773,809	14,773 New	14,773 $761 Million

Others Institutions Holding DGRS

# of Institutions

136

Shares Held

5.71M

Call Options Held

Put Options Held

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About WISDOMTREE TR US SMALL CAP QUA

Ticker DGRS
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Strategic Financial Concepts, LLC Wisdomtree Tr Us Small Cap Qua Transaction History