Golden State Wealth Management, LLC Wisdomtree Tr Us Small Cap Qua Transaction History

Golden State Wealth Management, LLC

$906 Billion
Q3 2025

A detailed history of Golden State Wealth Management, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 1,392 shares of DGRS stock, worth $66,899. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,392

Previous 1,390 0.14%

Holding current value

$66,899

Previous $64.7 Million 7.48%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$46.4 - $51.49 $92 - $102	2 Added 0.14%	1,392 $69.6 Million
Q2 2025 Aug 06, 2025	BUY	$40.64 - $47.27 $26,700 - $31,056	657 Added 89.63%	1,390 $64.7 Million
Q1 2025 Apr 24, 2025	SELL	$46.12 - $52.9 $33,759 - $38,722	-732 Reduced 49.97%	733 $34.1 Million
Q1 2025 Apr 23, 2025	BUY	$46.12 - $52.9 $44,459 - $50,995	964 Added 192.42%	1,465 $68,000
Q4 2024 Jan 28, 2025	BUY	$50.34 - $56.61 $25,220 - $28,361	501 New	501 $25.7 Million

Q2 2020 Aug 11, 2020	SELL	$22.83 - $32.98 $14,428 - $20,843	-632 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$21.0 - $38.15 $13,272 - $24,110	632 New	632 $16,000

Others Institutions Holding DGRS

# of Institutions

134

Shares Held

5.72M

Call Options Held

Put Options Held

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About WISDOMTREE TR US SMALL CAP QUA

Ticker DGRS
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Golden State Wealth Management, LLC Wisdomtree Tr Us Small Cap Qua Transaction History