United Advisor Group, LLC Wisdomtree Tr Us Small Cap Qua Transaction History
United Advisor Group, LLC
- $422 Million
- Q3 2024
A detailed history of United Advisor Group, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, United Advisor Group, LLC holds 70,181 shares of DGRS stock, worth $3.59 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
70,181
Previous 54,930
27.76%
Holding current value
$3.59 Million
Previous $2.59 Million
39.78%
% of portfolio
0.86%
Previous 0.85%
Shares
3 transactions
Others Institutions Holding DGRS
# of Institutions
134Shares Held
7.52MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX887KShares$45.4 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC579KShares$29.6 Million0.01% of portfolio
-
Private Wealth Strategies, L.L.C.550KShares$28.2 Million5.29% of portfolio
-
Hennion & Walsh Asset Management, Inc.496KShares$25.4 Million1.21% of portfolio
-
Morgan Stanley New York, NY481KShares$24.6 Million0.0% of portfolio