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

Precedent Wealth Partners, LLC

  • $477 Billion
  • Q4 2025

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 16,024 shares of DGRS stock, worth $770,113. This represents 0.17% of its overall portfolio holdings.

Number of Shares
16,024
Previous 17,206 6.87%
Holding current value
$770,113
Previous $860 Million 7.54%
% of portfolio
0.17%
Previous 0.19%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
SELL
$48.06 - $50.58 $56,806 - $59,785
-1,182 Reduced 6.87%
16,024 $795 Million
Q3 2025

Oct 14, 2025
SELL
$46.4 - $51.49 $78,462 - $87,069
-1,691 Reduced 8.95%
17,206 $860 Million
Q2 2025

Jul 21, 2025
SELL
$40.64 - $47.27 $21,457 - $24,958
-528 Reduced 2.72%
18,897 $880 Million
Q1 2025

Apr 17, 2025
SELL
$46.12 - $52.9 $180,421 - $206,944
-3,912 Reduced 16.76%
19,425 $903 Million
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
136
Shares Held
5.71M
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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