Summit Financial, LLC Wisdomtree Tr Us Small Cap Qua Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Summit Financial, LLC holds 14,850 shares of DGRS stock, worth $713,691. This represents 0.01% of its overall portfolio holdings.

Number of Shares

14,850

Holding current value

$713,691

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$46.4 - $51.49 $689,040 - $764,626	14,850 New	14,850 $742,000

Others Institutions Holding DGRS

# of Institutions

136

Shares Held

5.71M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

553K
Shares

$26.6 Million
0.01% of portfolio
Private Wealth Strategies, L.L.C.

550K
Shares

$26.5 Million
5.29% of portfolio
Morgan Stanley New York, NY

423K
Shares

$20.3 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

417K
Shares

$20 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

378K
Shares

$18.2 Million
0.0% of portfolio

View Full List

About WISDOMTREE TR US SMALL CAP QUA

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