A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 12,963 shares of DGRS stock, worth $703,242. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,963
Previous 14,826 12.57%
Holding current value
$703,242
Previous $698,000 4.44%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

SELL
$46.13 - $52.38 $85,940 - $97,583
-1,863 Reduced 12.57%
12,963 $667,000
Q2 2024

Jul 16, 2024

BUY
$46.27 - $49.42 $25,448 - $27,181
550 Added 3.85%
14,826 $698,000
Q1 2024

Apr 15, 2024

SELL
$44.91 - $49.64 $40,284 - $44,527
-897 Reduced 5.91%
14,276 $708,000
Q4 2023

Jan 30, 2024

SELL
$38.52 - $48.13 $82,201 - $102,709
-2,134 Reduced 12.33%
15,173 $719,000
Q3 2023

Nov 13, 2023

BUY
$40.67 - $44.93 $703,875 - $777,603
17,307 New
17,307 $712,000

Others Institutions Holding DGRS

About WISDOMTREE TR US SMALL CAP QUA


  • Ticker DGRS
  • Sector ETFs
  • Industry ETFs
More about DGRS
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.