Global Retirement Partners, LLC Wisdomtree Tr Us Small Cap Qua Transaction History

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

A detailed history of Global Retirement Partners, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Global Retirement Partners, LLC holds 3,040 shares of DGRS stock, worth $155,678. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,040

Previous 3,054 0.46%

Holding current value

$155,678

Previous $143,000 9.09%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$46.13 - $52.38 $645 - $733	-14 Reduced 0.46%	3,040 $156,000
Q2 2024 Jul 23, 2024	SELL	$46.27 - $49.42 $323 - $345	-7 Reduced 0.23%	3,054 $143,000
Q1 2024 Apr 23, 2024	BUY	$44.91 - $49.64 $89 - $99	2 Added 0.07%	3,061 $151,000
Q4 2023 Jan 18, 2024	BUY	$38.52 - $48.13 $12,865 - $16,075	334 Added 12.26%	3,059 $145,000
Q3 2022 Nov 03, 2022	BUY	$35.95 - $44.82 $10,785 - $13,446	300 Added 12.37%	2,725 $111,000
Q1 2022 Jul 14, 2022	BUY	$43.39 - $48.29 $105,220 - $117,103	2,425 New	2,425 $100,000
Q4 2021 Jan 21, 2022	SELL	$44.94 - $48.57 $108,979 - $117,782	-2,425 Closed	0 $0
Q4 2018 Feb 22, 2019	BUY	N/A	2,425 New	2,425 $76,000

Others Institutions Holding DGRS

# of Institutions

117

Shares Held

4.94M

Call Options Held

100

Put Options Held

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About WISDOMTREE TR US SMALL CAP QUA

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Global Retirement Partners, LLC Wisdomtree Tr Us Small Cap Qua Transaction History