AFA
American Financial Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,328
| Closed | -$284K | – | 93 |
|
|
2022
Q1 | $284K | Sell |
5,328
-3,018
| -36% | -$161K | 0.04% | 111 |
|
|
2021
Q4 | $442K | Sell |
8,346
-4,474
| -35% | -$237K | 0.06% | 89 |
|
|
2021
Q3 | $686K | Sell |
12,820
-3,403
| -21% | -$182K | 0.09% | 72 |
|
|
2021
Q2 | $884K | Sell |
16,223
-6,426
| -28% | -$350K | 0.12% | 64 |
|
|
2021
Q1 | $1.16M | Sell |
22,649
-7,198
| -24% | -$369K | 0.17% | 55 |
|
|
2020
Q4 | $1.42M | Sell |
29,847
-15,367
| -34% | -$733K | 0.2% | 50 |
|
|
2020
Q3 | $1.87M | Sell |
45,214
-1,996
| -4% | -$82.6K | 0.3% | 42 |
|
|
2020
Q2 | $1.95M | Sell |
47,210
-3,218
| -6% | -$133K | 0.31% | 41 |
|
|
2020
Q1 | $1.82M | Sell |
50,428
-283,424
| -85% | -$10.2M | 0.33% | 40 |
|
|
2019
Q4 | $14.7M | Buy |
+333,852
| New | +$14.7M | 2.58% | 18 |
|