Golden State Equity Partners Wisdomtree Tr Us Small Cap Qua Transaction History

Golden State Equity Partners

  • $510 Million
  • Q4 2024

A detailed history of Golden State Equity Partners transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Golden State Equity Partners holds 9,225 shares of DGRS stock, worth $482,744. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,225
Previous 11,251 18.01%
Holding current value
$482,744
Previous $579,000 18.48%
% of portfolio
0.09%
Previous 0.32%

Shares

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

Jan 24, 2025
SELL
$50.34 - $56.61 $101,988 - $114,691
-2,026 Reduced 18.01%
9,225 $472,000
Q3 2024

Oct 29, 2024
BUY
$46.13 - $52.38 $85,663 - $97,269
1,857 Added 19.77%
11,251 $579,000
Q3 2024

Oct 25, 2024
SELL
$46.13 - $52.38 $28,231 - $32,056
-612 Reduced 6.12%
9,394 $484,000
Q2 2024

Jul 29, 2024
SELL
$46.27 - $49.42 $11,151 - $11,910
-241 Reduced 2.35%
10,006 $471,000
Q4 2023

Feb 02, 2024
BUY
$38.52 - $48.13 $18,181 - $22,717
472 Added 4.83%
10,247 $486,000
Q3 2023

Oct 20, 2023
BUY
$40.67 - $44.93 $394,702 - $436,045
9,705 Added 13864.29%
9,775 $402,000
Q2 2023

Jul 19, 2023
BUY
$38.88 - $42.64 $2,721 - $2,984
70 New
70 $2,000

Others Institutions Holding DGRS

# of Institutions
120
Shares Held
4.95M
Call Options Held
100
Put Options Held
3K
View Full List

About WISDOMTREE TR US SMALL CAP QUA

DGRS Quotes by TradingView
  • Ticker DGRS
  • Sector ETFs
  • Industry ETFs
More about DGRS
Track This Portfolio

Track Golden State Equity Partners Portfolio

Follow Golden State Equity Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Equity Partners, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Equity Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email