Precedent Wealth Partners, LLC Wisdomtree Tr Us Small Cap Qua Transaction History

Precedent Wealth Partners, LLC

  • $306 Billion
  • Q4 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 23,337 shares of DGRS stock, worth $1.18 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
23,337
Previous 24,134 3.3%
Holding current value
$1.18 Million
Previous $1.24 Billion 3.86%
% of portfolio
0.39%
Previous 0.41%

Shares

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

Jan 21, 2025
SELL
$50.34 - $56.61 $40,120 - $45,118
-797 Reduced 3.3%
23,337 $1.2 Billion
Q3 2024

Oct 17, 2024
SELL
$46.13 - $52.38 $72,885 - $82,760
-1,580 Reduced 6.14%
24,134 $1.24 Billion
Q2 2024

Jul 23, 2024
SELL
$46.27 - $49.42 $176,196 - $188,191
-3,808 Reduced 12.9%
25,714 $1.21 Billion
Q1 2024

Apr 23, 2024
BUY
$44.91 - $49.64 $29,460 - $32,563
656 Added 2.27%
29,522 $1.47 Billion
Q4 2023

Jan 18, 2024
BUY
$38.52 - $48.13 $1.11 Million - $1.39 Million
28,866 New
28,866 $1.37 Billion

Others Institutions Holding DGRS

# of Institutions
127
Shares Held
6.77M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR US SMALL CAP QUA

DGRS Quotes by TradingView
  • Ticker DGRS
  • Sector ETFs
  • Industry ETFs
More about DGRS
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