Vista Private Wealth Partners. LLC Wisdomtree Tr Us Small Cap Qua Transaction History

Vista Private Wealth Partners. LLC

  • $276 Million
  • Q1 2025

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Jul 14, 2021
SELL
$45.35 - $48.44 $803,919 - $858,695
-17,727 Closed
0 $0
Q1 2021

Apr 14, 2021
BUY
$39.03 - $48.05 $691,884 - $851,782
17,727 New
17,727 $544,000
Q4 2020

Jan 20, 2021
SELL
$30.96 - $40.12 $548,827 - $711,207
-17,727 Closed
0 $0
Q3 2020

Dec 22, 2020
SELL
$28.66 - $33.0 $33,876 - $39,006
-1,182 Reduced 6.25%
17,727 $544,000
Q2 2020

Jul 15, 2020
BUY
$22.83 - $32.98 $2,146 - $3,100
94 Added 0.5%
18,909 $568,000
Q1 2020

Apr 16, 2020
SELL
$21.0 - $38.15 $11,907 - $21,631
-567 Reduced 2.93%
18,815 $440,000
Q4 2019

Jan 08, 2020
BUY
$33.84 - $38.14 $66,834 - $75,326
1,975 Added 11.35%
19,382 $730,000
Q3 2019

Oct 16, 2019
BUY
$34.72 - $36.3 $91,903 - $96,086
2,647 Added 17.93%
17,407 $0
Q2 2019

Aug 27, 2019
BUY
N/A
918 Added 6.63%
14,760 $495,000
Q1 2019

Apr 18, 2019
BUY
N/A
746 Added 5.7%
13,842 $497,000
Q4 2018

Feb 14, 2019
BUY
N/A
2,070 Added 18.77%
13,096 $454,000
Q3 2018

Nov 15, 2018
BUY
N/A
993 Added 9.9%
11,026 $392,000
Q1 2018

May 15, 2018
BUY
N/A
238 Added 2.43%
10,033 $356,000
Q4 2017

Feb 26, 2018
BUY
N/A
1,803 Added 22.56%
9,795 $341,000
Q3 2017

Dec 05, 2017
BUY
N/A
7,992
7,992 $271,000

Others Institutions Holding DGRS

# of Institutions
132
Shares Held
5.85M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR US SMALL CAP QUA

DGRS Quotes by TradingView
  • Ticker DGRS
  • Sector ETFs
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