Creative Planning Wisdomtree Tr Us Small Cap Qua Transaction History

Creative Planning

  • $103 Billion
  • Q4 2024

A detailed history of Creative Planning transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Creative Planning holds 15,818 shares of DGRS stock, worth $756,891. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15,818
Previous 16,487 4.06%
Holding current value
$756,891
Previous $849,000 4.59%
% of portfolio
0.0%
Previous 0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$50.34 - $56.61 $33,677 - $37,872
-669 Reduced 4.06%
15,818 $810,000
Q3 2024

Oct 11, 2024
BUY
$46.13 - $52.38 $276 - $314
6 Added 0.04%
16,487 $849,000
Q2 2024

Aug 15, 2024
SELL
$46.27 - $49.42 $4,349 - $4,645
-94 Reduced 0.57%
16,481 $776,000
Q1 2024

May 10, 2024
SELL
$44.91 - $49.64 $11,407 - $12,608
-254 Reduced 1.51%
16,575 $822,000
Q4 2023

Feb 14, 2024
BUY
$38.52 - $48.13 $51,347 - $64,157
1,333 Added 8.6%
16,829 $798,000
Q3 2023

Nov 16, 2023
SELL
$40.67 - $44.93 $37,009 - $40,886
-910 Reduced 5.55%
15,496 $638,000
Q2 2023

Jul 21, 2023
SELL
$38.88 - $42.64 $32,076 - $35,178
-825 Reduced 4.79%
16,406 $696,000
Q1 2023

May 15, 2023
SELL
$39.98 - $46.79 $5,957 - $6,971
-149 Reduced 0.86%
17,231 $716,000
Q4 2022

Feb 10, 2023
SELL
$36.76 - $43.05 $107,302 - $125,662
-2,919 Reduced 14.38%
17,380 $698,000
Q3 2022

Nov 03, 2022
SELL
$35.95 - $44.82 $6,291 - $7,843
-175 Reduced 0.85%
20,299 $730,000
Q2 2022

Aug 15, 2022
SELL
$38.41 - $45.16 $10,754 - $12,644
-280 Reduced 1.35%
20,474 $813,000
Q1 2022

May 16, 2022
BUY
$43.39 - $48.29 $130 - $144
3 Added 0.01%
20,754 $926,000
Q4 2021

Feb 11, 2022
SELL
$44.94 - $48.57 $18,470 - $19,962
-411 Reduced 1.94%
20,751 $988,000
Q3 2021

Nov 10, 2021
BUY
$43.54 - $46.82 $1,741 - $1,872
40 Added 0.19%
21,162 $939,000
Q2 2021

Aug 04, 2021
BUY
$45.35 - $48.44 $408 - $435
9 Added 0.04%
21,122 $982,000
Q1 2021

Apr 30, 2021
BUY
$39.03 - $48.05 $38,873 - $47,857
996 Added 4.95%
21,113 $972,000
Q4 2020

Jan 29, 2021
SELL
$30.96 - $40.12 $46,316 - $60,019
-1,496 Reduced 6.92%
20,117 $796,000
Q3 2020

Nov 05, 2020
BUY
$28.66 - $33.0 $619,428 - $713,229
21,613 New
21,613 $664,000
Q1 2020

May 05, 2020
SELL
$21.0 - $38.15 $126,420 - $229,663
-6,020 Closed
0 $0
Q3 2019

Nov 01, 2019
BUY
$34.72 - $36.3 $209,014 - $218,525
6,020 New
6,020 $214,000

Others Institutions Holding DGRS

# of Institutions
138
Shares Held
7.63M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR US SMALL CAP QUA

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