Wealth Enhancement Advisory Services, LLC Wisdomtree Tr Us Small Cap Qua Transaction History

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025

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 16,232 shares of DGRS stock, worth $820,040. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16,232
Previous 15,220 6.65%
Holding current value
$820,040
Previous $708,000 6.64%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$40.64 - $47.27 $41,127 - $47,837
1,012 Added 6.65%
16,232 $755,000
Q1 2025

Apr 16, 2025
SELL
$46.12 - $52.9 $163,034 - $187,001
-3,535 Reduced 18.85%
15,220 $708,000
Q4 2024

Mar 17, 2025
BUY
$50.34 - $56.61 $291,569 - $327,885
5,792 Added 44.68%
18,755 $960,000
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

# of Institutions
132
Shares Held
5.78M
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
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email