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

Iht Wealth Management, LLC

$3.68 Billion
Q3 2025

A detailed history of Iht Wealth Management, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Iht Wealth Management, LLC holds 12,723 shares of DGRS stock, worth $611,467. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,723

Previous 13,136 3.14%

Holding current value

$611,467

Previous $611,000 3.93%

% of portfolio

0.02%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$46.4 - $51.49 $19,163 - $21,265	-413 Reduced 3.14%	12,723 $635,000
Q2 2025 Aug 14, 2025	SELL	$40.64 - $47.27 $217,992 - $253,556	-5,364 Reduced 28.99%	13,136 $611,000
Q1 2025 May 15, 2025	BUY	$46.12 - $52.9 $5,119 - $5,871	111 Added 0.6%	18,500 $860,000
Q4 2024 Feb 14, 2025	SELL	$50.34 - $56.61 $210,823 - $237,082	-4,188 Reduced 18.55%	18,389 $942,000
Q3 2024 Nov 14, 2024	BUY	$46.13 - $52.38 $169,066 - $191,972	3,665 Added 19.38%	22,577 $1.16 Million

Q2 2024 Aug 14, 2024	SELL	$46.27 - $49.42 $9,762 - $10,427	-211 Reduced 1.1%	18,912 $890,000
Q1 2024 May 15, 2024	SELL	$44.91 - $49.64 $1,526 - $1,687	-34 Reduced 0.18%	19,123 $949,000
Q4 2023 Feb 14, 2024	BUY	$38.52 - $48.13 $737,927 - $922,026	19,157 New	19,157 $908,000
Q2 2023 Aug 14, 2023	SELL	$38.88 - $42.64 $1,360 - $1,492	-35 Reduced 0.51%	6,879 $291,000
Q1 2023 May 15, 2023	BUY	$39.98 - $46.79 $29,465 - $34,484	737 Added 11.93%	6,914 $287,000
Q4 2022 Feb 14, 2023	BUY	$36.76 - $43.05 $6,690 - $7,835	182 Added 3.04%	6,177 $248,000
Q3 2022 Nov 22, 2022	BUY	$35.95 - $44.82 $26,315 - $32,808	732 Added 13.91%	5,995 $216,000
Q2 2022 Aug 15, 2022	SELL	$38.41 - $45.16 $11,446 - $13,457	-298 Reduced 5.36%	5,263 $209,000
Q1 2022 May 16, 2022	BUY	$43.39 - $48.29 $241,291 - $268,540	5,561 New	5,561 $248,000
Q1 2021 May 18, 2021	SELL	$39.03 - $48.05 $204,985 - $252,358	-5,252 Closed	0 $0
Q4 2020 Feb 17, 2021	BUY	$30.96 - $40.12 $162,601 - $210,710	5,252 New	5,252 $208,000

Others Institutions Holding DGRS

# of Institutions

136

Shares Held

5.71M

Call Options Held

Put Options Held

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About WISDOMTREE TR US SMALL CAP QUA

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