Advisornet Financial’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.96K | Hold |
126
| – | – | ﹤0.01% | 1562 |
|
|
2025
Q1 | $6.09K | Buy |
+126
| New | +$6.09K | ﹤0.01% | 1542 |
|
|
2022
Q2 | – | Sell |
-149
| Closed | -$8K | – | 1918 |
|
|
2022
Q1 | $8K | Buy |
149
+114
| +326% | +$6.12K | ﹤0.01% | 1478 |
|
|
2021
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 1785 |
|
|
2021
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 1724 |
|
|
2021
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 1655 |
|
|
2021
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 1604 |
|
|
2020
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 1518 |
|
|
2020
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 1602 |
|
|
2020
Q2 | $1K | Sell |
35
-185
| -84% | -$5.29K | ﹤0.01% | 1643 |
|
|
2020
Q1 | $7K | Sell |
220
-52
| -19% | -$1.66K | ﹤0.01% | 1336 |
|
|
2019
Q4 | $13K | Hold |
272
| – | – | ﹤0.01% | 1305 |
|
|
2019
Q3 | $12K | Hold |
272
| – | – | ﹤0.01% | 1313 |
|
|
2019
Q2 | $13K | Sell |
272
-1,590
| -85% | -$76K | ﹤0.01% | 1154 |
|
|
2019
Q1 | $88K | Sell |
1,862
-460
| -20% | -$21.7K | 0.01% | 586 |
|
|
2018
Q4 | $97K | Buy |
2,322
+415
| +22% | +$17.3K | 0.01% | 525 |
|
|
2018
Q3 | $87K | Sell |
1,907
-62
| -3% | -$2.83K | 0.01% | 581 |
|
|
2018
Q2 | $94K | Buy |
1,969
+114
| +6% | +$5.44K | 0.01% | 540 |
|
|
2018
Q1 | $100K | Buy |
1,855
+390
| +27% | +$21K | 0.01% | 529 |
|
|
2017
Q4 | $76K | Buy |
+1,465
| New | +$76K | 0.01% | 545 |
|