Golden State Equity Partners Wisdomtree Tr Us Small Cap Qua Transaction History
Golden State Equity Partners
- $182 Million
- Q3 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 11,251 shares of DGRS stock, worth $580,776. This represents 0.32% of its overall portfolio holdings.
Number of Shares
11,251
Previous 9,394
19.77%
Holding current value
$580,776
Previous $484,000
19.63%
% of portfolio
0.32%
Previous 0.11%
Shares
6 transactions
Others Institutions Holding DGRS
# of Institutions
117Shares Held
4.94MCall Options Held
100Put Options Held
3K-
Private Wealth Strategies, L.L.C.550KShares$28.4 Million5.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC502KShares$25.9 Million0.01% of portfolio
-
Hennion & Walsh Asset Management, Inc.487KShares$25.2 Million1.22% of portfolio
-
Morgan Stanley New York, NY412KShares$21.3 Million0.0% of portfolio
-
Ubs Group Ag320KShares$16.5 Million0.0% of portfolio