Columbia Advisory Partners LLC Wisdomtree Tr Us Small Cap Qua Transaction History
Columbia Advisory Partners LLC
- $122 Million
- Q3 2025
A detailed history of Columbia Advisory Partners LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Columbia Advisory Partners LLC holds 78,461 shares of DGRS stock, worth $3.77 Million. This represents 3.22% of its overall portfolio holdings.
Number of Shares
78,461
Previous 77,703
0.98%
Holding current value
$3.77 Million
Previous $3.62 Million
8.4%
% of portfolio
3.22%
Previous 3.25%
Shares
4 transactions
Others Institutions Holding DGRS
# of Institutions
136Shares Held
5.71MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC553KShares$26.6 Million0.01% of portfolio
-
Private Wealth Strategies, L.L.C.550KShares$26.5 Million5.29% of portfolio
-
Morgan Stanley New York, NY423KShares$20.3 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL417KShares$20 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC378KShares$18.2 Million0.0% of portfolio