Willner & Heller, LLC Wisdomtree Tr Us Small Cap Qua Transaction History
Willner & Heller, LLC
- $104 Million
- Q1 2025
A detailed history of Willner & Heller, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Willner & Heller, LLC holds 9,382 shares of DGRS stock, worth $427,443. This represents 0.42% of its overall portfolio holdings.
Number of Shares
9,382
Previous 6,791
38.15%
Holding current value
$427,443
Previous $347,000
25.65%
% of portfolio
0.42%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding DGRS
# of Institutions
132Shares Held
5.85MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC591KShares$26.9 Million0.01% of portfolio
-
Private Wealth Strategies, L.L.C.550KShares$25.1 Million5.29% of portfolio
-
Morgan Stanley New York, NY464KShares$21.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC388KShares$17.7 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL355KShares$16.2 Million0.01% of portfolio