Alerus Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $30K | Hold |
785
| – | – | 0.01% | 145 |
|
|
2015
Q4 | $28K | Buy |
785
+680
| +648% | +$24.3K | ﹤0.01% | 153 |
|
|
2015
Q3 | $4K | Sell |
105
-680
| -87% | -$25.9K | ﹤0.01% | 164 |
|
|
2015
Q2 | $34K | Hold |
785
| – | – | 0.01% | 136 |
|
|
2015
Q1 | $35K | Hold |
785
| – | – | 0.01% | 135 |
|
|
2014
Q4 | $34K | Hold |
785
| – | – | 0.01% | 140 |
|
|
2014
Q3 | $36K | Hold |
785
| – | – | 0.01% | 133 |
|
|
2014
Q2 | $38K | Buy |
785
+105
| +15% | +$5.08K | 0.01% | 137 |
|
|
2014
Q1 | $32K | Hold |
680
| – | – | 0.01% | 139 |
|
|
2013
Q4 | $29K | Sell |
680
-645
| -49% | -$27.5K | 0.01% | 136 |
|
|
2013
Q3 | $62K | Buy |
1,325
+220
| +20% | +$10.3K | 0.01% | 132 |
|
|
2013
Q2 | $51K | Buy |
+1,105
| New | +$51K | 0.01% | 135 |
|