Alpha Omega Wealth Management’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
Q3 | $2.37M | Buy |
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|
2025
Q2 | $2.2M | Buy |
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|
2025
Q1 | $1.89M | Sell |
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|
2024
Q4 | $2.39M | Buy |
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|
2024
Q3 | $2.59M | Buy |
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|
2024
Q2 | $2.48M | Sell |
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|
2024
Q1 | $2.48M | Buy |
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|
2023
Q4 | $2.38M | Sell |
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|
2023
Q3 | $2.32M | Buy |
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|
2023
Q2 | $2.23M | Buy |
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|
2023
Q1 | $2.19M | Buy |
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|
2022
Q4 | $2.02M | Buy |
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|
2022
Q3 | $1.74M | Buy |
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|
2022
Q2 | $1.78M | Buy |
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|
2022
Q1 | $1.62M | Buy |
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|
2021
Q4 | $1.31M | Buy |
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|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | $856K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $217K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $47K | Sell |
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|
2019
Q1 | $54K | Buy |
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|
2018
Q4 | $38K | Hold |
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|
2018
Q3 | $41K | Sell |
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|
2018
Q2 | $50K | Sell |
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|
2018
Q1 | $75K | Hold |
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|
2017
Q4 | $72K | Sell |
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|
2017
Q3 | $73K | Hold |
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|
2017
Q2 | $68K | Sell |
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|
2017
Q1 | $72K | Hold |
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|
2016
Q4 | $63K | Buy |
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|
2016
Q3 | $19K | Hold |
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|
2016
Q2 | $18K | Hold |
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|
2016
Q1 | $17K | Hold |
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|
2015
Q4 | $16K | Buy |
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