Allworth Financial’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.63K | Hold |
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|
2025
Q1 | $5.89K | Sell |
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|
2024
Q4 | $5.93K | Hold |
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|
2024
Q3 | $6.5K | Hold |
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|
2024
Q2 | $6.25K | Sell |
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|
2024
Q1 | $7.53K | Hold |
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|
2023
Q4 | $7.39K | Sell |
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|
2023
Q3 | $9.63K | Hold |
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|
2023
Q2 | $9.68K | Hold |
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|
2023
Q1 | $9.53K | Hold |
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|
2022
Q4 | $9.15K | Sell |
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|
2022
Q3 | $9K | Sell |
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|
2022
Q2 | $20K | Buy |
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|
2022
Q1 | $12K | Hold |
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|
2021
Q4 | $12K | Buy |
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|
2021
Q3 | $12K | Buy |
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|
2021
Q2 | $12K | Buy |
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|
2021
Q1 | $11K | Hold |
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|
2020
Q4 | $10K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $37K | Hold |
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|
2016
Q2 | $34K | Sell |
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|
2016
Q1 | $145K | Sell |
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|
2015
Q4 | $143K | Sell |
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|
2015
Q3 | $330K | Buy |
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|
2015
Q2 | $372K | Hold |
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|
2015
Q1 | $379K | Sell |
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|
2014
Q4 | $1.49M | Buy |
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|
2014
Q3 | $1.45M | Buy |
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|
2014
Q2 | $225K | Sell |
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|
2014
Q1 | $1.66M | Buy |
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|
2013
Q4 | $216K | Sell |
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|
2013
Q3 | $253K | Buy |
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