Willner & Heller, LLC Wisdomtree Tr Us Small Cap Qua Transaction History

Willner & Heller, LLC

  • $124 Million
  • Q3 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 6,201 shares of DGRS stock, worth $298,020. This represents 0.25% of its overall portfolio holdings.

Number of Shares
6,201
Previous 9,637 35.65%
Holding current value
$298,020
Previous $448,000 31.03%
% of portfolio
0.25%
Previous 0.39%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
SELL
$46.4 - $51.49 $159,430 - $176,919
-3,436 Reduced 35.65%
6,201 $309,000
Q2 2025

Jul 21, 2025
BUY
$40.64 - $47.27 $10,363 - $12,053
255 Added 2.72%
9,637 $448,000
Q1 2025

May 05, 2025
BUY
$46.12 - $52.9 $119,496 - $137,063
2,591 Added 38.15%
9,382 $436,000
Q4 2024

Jan 16, 2025
BUY
$50.34 - $56.61 $341,858 - $384,438
6,791 New
6,791 $347,000

Others Institutions Holding DGRS

# of Institutions
136
Shares Held
5.72M
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
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