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

Western Wealth Management, LLC

  • $321 Million
  • Q4 2024

A detailed history of Western Wealth Management, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Western Wealth Management, LLC holds 24,916 shares of DGRS stock, worth $1.17 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
24,916
Previous 20,936 19.01%
Holding current value
$1.17 Million
Previous $1.08 Million 18.37%
% of portfolio
0.4%
Previous 0.06%

Shares

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

Feb 18, 2025
BUY
$50.34 - $56.61 $200,353 - $225,307
3,980 Added 19.01%
24,916 $1.28 Million
Q3 2024

Nov 12, 2024
BUY
$46.13 - $52.38 $965,777 - $1.1 Million
20,936 New
20,936 $1.08 Million

Others Institutions Holding DGRS

# of Institutions
138
Shares Held
7.63M
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
Track This Portfolio

Track Western Wealth Management, LLC Portfolio

Follow Western Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email