Treasure Coast Financial Planning Wisdomtree Tr Us Small Cap Qua Transaction History

Treasure Coast Financial Planning

$151 Million
Q4 2024

A detailed history of Treasure Coast Financial Planning transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Treasure Coast Financial Planning holds 4,084 shares of DGRS stock, worth $207,140. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,084

Previous 4,084 -0.0%

Holding current value

$207,140

Previous $210,000 0.48%

% of portfolio

0.14%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$46.13 - $52.38 $188,394 - $213,919	4,084 New	4,084 $210,000
Q1 2024 Apr 26, 2024	SELL	$44.91 - $49.64 $28,787 - $31,819	-641 Reduced 13.57%	4,084 $202,000
Q4 2023 Feb 01, 2024	SELL	$38.52 - $48.13 $10,053 - $12,561	-261 Reduced 5.23%	4,725 $224,000
Q3 2023 Nov 06, 2023	SELL	$40.67 - $44.93 $35,789 - $39,538	-880 Reduced 15.0%	4,986 $205,000
Q2 2023 Jul 21, 2023	SELL	$38.88 - $42.64 $233 - $255	-6 Reduced 0.1%	5,866 $248,000
Q1 2023 May 04, 2023	SELL	$39.98 - $46.79 $24,467 - $28,635	-612 Reduced 9.44%	5,872 $244,000
Q4 2022 Feb 06, 2023	BUY	$36.76 - $43.05 $238,351 - $279,136	6,484 New	6,484 $260,000

Others Institutions Holding DGRS

# of Institutions

127

Shares Held

6.67M

Call Options Held

Put Options Held

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About WISDOMTREE TR US SMALL CAP QUA

Ticker DGRS
Sector ETFs
Industry ETFs

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Treasure Coast Financial Planning Wisdomtree Tr Us Small Cap Qua Transaction History