Avantax Advisory Services, Inc. Wisdomtree Tr Us Small Cap Qua Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 4,240 shares of DGRS stock, worth $216,282. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,240

Previous 4,237 0.07%

Holding current value

$216,282

Previous $218,000 0.46%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$50.34 - $56.61 $151 - $169	3 Added 0.07%	4,240 $217,000
Q3 2024 Nov 13, 2024	SELL	$46.13 - $52.38 $32,890 - $37,346	-713 Reduced 14.4%	4,237 $218,000
Q2 2024 Aug 09, 2024	BUY	$46.27 - $49.42 $33,221 - $35,483	718 Added 16.97%	4,950 $233,000
Q1 2024 May 08, 2024	BUY	$44.91 - $49.64 $190,059 - $210,076	4,232 New	4,232 $210,000
Q1 2020 Apr 30, 2020	SELL	$21.0 - $38.15 $1.35 Million - $2.44 Million	-64,085 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$33.84 - $38.14 $2,504 - $2,822	74 Added 0.12%	64,085 $2.42 Million
Q3 2019 Nov 08, 2019	BUY	$34.72 - $36.3 $2.22 Million - $2.32 Million	64,011 New	64,011 $2.27 Million

Others Institutions Holding DGRS

# of Institutions

137

Shares Held

7.61M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR US SMALL CAP QUA

Ticker DGRS
Sector ETFs
Industry ETFs

More about DGRS

Track This Portfolio

Portfolio Update

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

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

Avantax Advisory Services, Inc. Wisdomtree Tr Us Small Cap Qua Transaction History