A detailed history of Treasure Coast Financial Planning transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Treasure Coast Financial Planning holds 4,084 shares of DGRS stock, worth $228,663. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,084
Holding current value
$228,663
% of portfolio
0.13%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$46.13 - $52.38 $188,394 - $213,919
4,084 New
4,084 $210,000
Q1 2024

Apr 26, 2024

SELL
$44.91 - $49.64 $28,787 - $31,819
-641 Reduced 13.57%
4,084 $202,000
Q4 2023

Feb 01, 2024

SELL
$38.52 - $48.13 $10,053 - $12,561
-261 Reduced 5.23%
4,725 $224,000
Q3 2023

Nov 06, 2023

SELL
$40.67 - $44.93 $35,789 - $39,538
-880 Reduced 15.0%
4,986 $205,000
Q2 2023

Jul 21, 2023

SELL
$38.88 - $42.64 $233 - $255
-6 Reduced 0.1%
5,866 $248,000
Q1 2023

May 04, 2023

SELL
$39.98 - $46.79 $24,467 - $28,635
-612 Reduced 9.44%
5,872 $244,000
Q4 2022

Feb 06, 2023

BUY
$36.76 - $43.05 $238,351 - $279,136
6,484 New
6,484 $260,000

Others Institutions Holding DGRS

About WISDOMTREE TR US SMALL CAP QUA


  • Ticker DGRS
  • Sector ETFs
  • Industry ETFs
More about DGRS
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